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28 July 2025 • By Miranda Brownlee • 1 min read

RBA’s July decision ‘a pause, not a pivot’ in monetary policy, says Morningstar

Morningstar expects the Reserve Bank will still make around three cuts in this cycle, bringing the cash rate to a neutral level of around 3 per cent

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US–Europe deal eases trade tensions but further volatility expected, says UBS

The US and Europe trade deal represents a significant step forward in resolving trade conflict, but markets have largely priced in the good news ...

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August rate cut to hinge on June CPI print

Economists have tipped inflation to ease further, but any upside surprise in the June quarter CPI could derail the Reserve Bank’s plans

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Institutional investors remain bullish on US equities, survey reveals

Positive investor sentiment has returned to January levels despite the US dollar’s decline, according to a Goldman Sachs survey. Amid ongoing ...

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Magnificent 7 not dead yet despite concerns, says VanEck

The first wave of earnings reports for mega-cap tech stocks has led some to declare the end of the Magnificent Seven era, but VanEck remains broadly ...

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Australian equities ‘overvalued’ again but opportunities remain: Morningstar

The Australian sharemarket is back to overvalued following the sharp rally since April, but many sectors still offer attractive stocks, according to ...

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Positive investment performance drives surge in FUM for Regal Partners

Client inflows and solid investment performance across a range of investment strategies has boosted funds under management and commitments to $18

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Federated Hermes bullish on Japanese equities despite tariff disappointment

Following Japan’s 15 per cent tariff agreement reached with the US this week, Federated Hermes says other countries should take heed. As the clock ...

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AUSTRAC closes enforceable undertaking with NAB following audit

The agency has finalised an enforceable undertaking with NAB after the major bank demonstrated it had improved its systems and processes

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Emerging markets offer potential respite in economic landscape ‘fraught with peril’

Brandywine Global expects convergence in global growth to continue in the second half of the year with the US economy facing a number of headwinds

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