The Budget and Beyond: Quarterly Economic and Market Update

The Federal Budget has reshaped the outlook for investors, with changes to negative gearing and CGT landing alongside an economy still grappling with sticky inflation and a shifting rate outlook. Alongside ongoing geopolitical tensions and reshaping global markets, these factors will be important considerations for investors as the second half of 2026 unfolds.

Betashares Chief Economist David Bassanese is joined by Senior Investment Strategist Cameron Gleeson to unpack the Budget, the RBA and what investors should be watching from here.

Budget breakdown: the negative gearing and CGT changes and what they could mean for investors
Rates and the RBA: where inflation, unemployment and the cash rate are headed from here
The bigger picture: geopolitical risk, the AI boom and the structural themes driving global markets

Видео The Budget and Beyond: Quarterly Economic and Market Update канала Betashares