1 December 2025: Rate cut hopes

A dovish shift from key Fed officials fuelled a global risk rebound last week, even as US data pointed to weakening momentum outside the AI-driven boom. At home, firm data on the inflation front as well as key GDP puzzle pieces could complicate the RBA’s rate path. This week, David reveals the macro signals investors should be watching - including a crucial inflation report which could dictate the Fed's last interest rate decision of the year, and whether the Q3 Australian GDP report will reinforce the RBA's concerns of an Australian economy with rising inflation and limited spare capacity. Tune in for a concise, expert wrap of the week’s biggest developments in global markets, the Australian economy, interest rates, inflation, GDP and geopolitics as well as what they mean for investors.