Why a softer 2026 could ultimately strengthen both the US and Australian markets

Both economies are caught in a delicate balance: indicators such as the labour market and broader activity point to slowing growth, yet inflation remains persistent enough to keep policymakers cautious. This tension leaves central banks navigating a narrow path, weighing the risks of easing too quickly against the dangers of holding rates too high for too long.

Read MoreWhy a softer 2026 could ultimately strengthen both the US and Australian markets