Quarterly Economic Update: October – December 2025
The December quarter has been defined by unexpected twists. Just as we thought inflation was under control, it kicked back up. Just as rate cuts seemed certain for 2026,
Quarterly Economic Update: July – September 2025
The September quarter has been one of cautious optimism. Inflation appears to be finally cooling, central banks are holding steady, and investors are weighing up what the
Quarterly Economic Update: April – June 2025
The June quarter of 2025 has been a rollercoaster for the financial markets. Investors and policymakers had to deal with a mix of good news and bad – on the one hand, i