9 February 2026: SaaSpocalypse

Global markets nervously edged higher last week, supported by resilient corporate earnings and improving economic data, even as rising US-Iran tensions and growing concerns around the AI-driven tech boom kept investors on edge - so much so that Forbes has created a new term: the 'SaaSpocalypse'. This week, David breaks down the key signals investors should be watching - including the delayed US payrolls report, the latest inflation data, escalating geopolitical risk and whether Australia’s hotter inflation outlook will prompt the RBA to deliver another rate hike as soon as May. Tune in for a concise, expert wrap of the week’s biggest developments in global markets, the Australian economy, interest rates, inflation, equities and geopolitics - and what they mean for investors.