Articles by Kyle Rodda
Amazon Q2 Earnings Preview: tariffs, mixed demand and AWS under scrutiny
Signs of further AI monetisation could push Amazon shares towards all time highs.
14:33, 31 July 2025
Apple Q3 Earnings Preview: Demand Pull-Forward and Tariff Risks in Focus
Investors have their eyes on short-term trade policy impacts and long-term trends in margins and market share
11:26, 30 July 2025
Microsoft Q4 earnings preview: Eyes on AI productivity and cloud strength
Investors look for further evidence of AI monetisation with Microsoft stock near record highs
12:06, 29 July 2025
Meta earnings preview: Strong Q2 expected, but investors look for balance between AI investment and monetisation
Expectations are high for Meta Platforms as investors look for a balance between AI monetisation and investment
09:43, 29 July 2025
Australian quarterly CPI could open the door to another RBA cut
The markets expect a soft official inflation read and another RBA rate cut
16:16, 28 July 2025
Australian quarterly CPI could open the door to another RBA cut
The markets expect a soft official inflation read and another RBA rate cut
16:16, 28 July 2025
Bank of Japan expected to keep policy unchanged but markets at risk from hawkish pivot
The Bank of Japan is expected to keep policy unchanged but may deliver hawkish guidance
12:05, 28 July 2025
US trade deals bring relief rally ahead of August 1 trade deadline
US trade deals support sentiment as August 1 trade deadline approaches
10:25, 28 July 2025
Market Mondays: Tariff Deals, Tech Earnings and Fed Signals
This week will be very busy on the economic and earnings calendars with key events like the FOMC, BOJ, NFPs, and key tech earnings happening in the next few days.
10:03, 28 July 2025
Alphabet Q2 Earnings Preview: AI search monetisation and cloud growth in focus
Investors look for signs of further AI monetisation.
12:38, 22 July 2025
