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10 Sep 2025

10 Sep 2025

AUD upswing continues

• Positive tone. Soft US producer prices reinforced Fed easing expectations. Equities rose & yields dipped. AUD touched highest point since November.• Fed pricing. US CPI due tonight. May generate some vol. But outlook for a steady stream of US rate cuts should remain. This is a USD headwind.• Policy convergence. Further RBA easing anticipated. But more aggressive steps by US Fed could see rates switch in favour of RBA in late-2026. Global Trends A generally positive session in markets overnight with weaker than predicted US producer prices setting the tone. Equities rose with the S&P500 (+0.3%) touching another record,...

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10 Sep 2025

Markets Rally Into the Open, Supported By AI Outlook and Weaker Inflation

Optimism is rippling across the financial markets and US equity futures are setting up for another strong open after Oracle Corp. said its contract backlog exploded by a staggering 359 percent to $455 billion in its first quarter, underscoring the sheer scale of the ongoing buildout of artificial intelligence infrastructure. By our estimates, the top ten AI-focused companies listed on US exchanges have collectively invested approximately $383 billion in capital expenditures over the past four quarters—equivalent to nearly 1.3 percent of gross domestic product—and are poised to commit at least another $475 billion over the coming year, providing a powerful...

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