The Economic Debrief for 2026: Big Picture Trends Every Investor Needs to Understand

About this episode

Andrew Baxter and Mitch provide a comprehensive analysis of the economic landscape for 2026, highlighting key trends and challenges for investors.

Welcome to this week's episode of the Money and Investing Show with Andrew Baxter and co-host Mitch. In this Economic Debrief 2026, Andrew and Mitch cut through the noise to deliver a frank, no-fluff breakdown of the big picture trends shaping the global and Australian economy right now. From three back-to-back RBA rate hikes and a cost-of-living crisis squeezing household budgets by over $400 a month, to a federal budget that's rattling investors with sweeping changes to negative gearing and capital gains tax, this episode covers it all. Andrew and Mitch explore why the Aussie stock market has had a pedestrian run, where the real opportunities lie in the US across tech, semiconductors, data centres, and utilities, and why geopolitical tensions in the Middle East are keeping oil prices and inflation stubbornly elevated. This Economic Debrief 2026 also digs into Australia's housing supply crisis, the RBA's increasingly difficult battle against inflation, and why some of the country's brightest entrepreneurs may be eyeing the exit. Whether you're a seasoned investor or just trying to make sense of what's happening with your mortgage, super, and savings, this episode delivers the…

People in this episode

Host: Andrew Baxter

Guest: Mitch

Topics covered

• economic trends
• investing
• Australian economy
• global economy
• inflation
• housing supply crisis
• stock market opportunities

Keywords

• RBA rate hikes
• cost-of-living crisis
• negative gearing
• capital gains tax
• Aussie stock market
• geopolitical tensions
• oil prices
• inflation
• housing supply crisis
• entrepreneurs

Mentioned in this episode

Organizations: RBA

Places: Australia, US, Middle East

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