The information in these articles is current as of 1 July 2025.
Welcome to our latest Economic and Market Outlook – July 2025.
Australian economy
Is there more potential for rate cuts going forward? Now the pandemic is well-behind us how are our prospects for growth looking? Dive into our findings below.
International economy
How do we handicap the Trump Administration’s trade policies? And how negative should we be in considering our outlook for the global economy? There is good news and meaningful support underway that should mitigate the tariff headlines. Read on to learn more.
Outlook and sector view for Australian equities
FY25 was a strong year for the Australian market, driven mainly by expensive valuations. Is this optimism warranted? What does this mean for the fundamentals being left behind particularly in our banking sector? Learn more in our outlook below.
Outlook for international equities
International markets went from strength to strength, despite geopolitical challenges. Is there a need to be cautious, given the Trump Administration’s trade policies? Does the artificial intelligence trade still have legs? For these questions and more, take in our global equities overview below.
