Economic Commentary

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Economic Commentary: Quarter End 30 September 2025

During the quarter, global equity markets experienced solid gains, supported by positive investor sentiment and ongoing optimism around technological innovation. Central banks, including the US Federal Reserve and the Reserve Bank of New Zealand, played a stabilising role by maintaining or signalling supportive monetary policies amidst muted economic activity and evolving inflation dynamics. Despite periods

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Economic Commentary: Quarter end 30 June 2025

The quarter kicked off in April, with markets experiencing significant volatility following President Trump’s initial trade tariff announcement, which sharply increased economic uncertainty and led to market declines; however, markets recovered after the policy reversal a week later. In May, equity markets experienced a significant recovery from the volatility. Despite ongoing policy uncertainty, global shares

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Economic Commentary Q4 2025

Economic Commentary Q4 2025

The quarter commenced with positive market momentum following a successful conclusion to 2024. However, it was marred by significant volatility and mixed performance across global markets. Central bank policies, inflation concerns, and US tariffs played pivotal roles in influencing market sentiment and performance. While some asset classes and regions showed resilience, others faced notable challenges,

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The Future of the US Economy: Inflation, Growth and Policy Implications by Cameron Bagrie

The Future of the US Economy: Inflation, Growth, and Policy Implications

By Cameron Bagrie Economist Bagrie Economics CP Wealth Exclusive We are pleased to welcome Cameron Bagrie as our guest Economist presenting an exclusive article for our CP Wealth investors. He explores the future of the US economy and discusses the delicate balance of monetary policy and financial markets, providing insights into the challenges and opportunities

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