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RBA outlook and Australian equities in 2026: Commodities, rate cuts, and top sectors

Experts analyze RBA’s 2026 interest rates impact on Australian stocks as investors eye commodities and economic trends.

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Experts analyze RBA’s 2026 interest rates impact on Australian stocks as investors eye commodities and economic trends.


The Reserve Bank of Australia faces a pivotal year in 2026, with experts weighing the potential path of interest rates and what that could mean for the Australian stock market. Investors are keeping a close eye on key sectors and the overall economic outlook as uncertainty looms.

Commodities like gold and silver stole the spotlight in 2025, and analysts discuss whether this trend will continue into 2026. Global influences, including anticipated Federal Reserve rate cuts, could also shape the performance of local equities.

In this interview, Zoran Kresovic from Blueberry Markets shares his insights on where the RBA might head, which sectors could outperform, and how investors can best position themselves in the year ahead.

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#RBA #AustralianEquities #Commodities #Investing2026 #InterestRates #StockMarket #GoldAndSilver #MarketOutlook


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AI fears rattle global markets and investors

AI developments cause market volatility, with European software and US tech firms facing significant declines amid rising uncertainty.

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AI developments cause market volatility, with European software and US tech firms facing significant declines amid rising uncertainty.

Global stock markets are experiencing heightened volatility as concerns about AI disruption sweep across industries. Investors are closely monitoring which sectors could be most affected as the technology continues to evolve.

Recent announcements from major US AI companies sent waves through international markets, highlighting the interconnected nature of global finance and technology. European software giants such as Dassault Systèmes and RELX saw significant declines, underscoring the global reach of AI developments.

UBS analysts warn that the impact of AI disruption could intensify in 2026 and 2027, with potential ramifications for a wide range of sectors.


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One Nation matches coalition as Liberal backing slides

One Nation’s support hits 23%, equaling Coalition; Labor leads at 32% as Liberals reach record low.

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One Nation’s support hits 23%, equaling Coalition; Labor leads at 32% as Liberals reach record low.

One Nation has surged to match the Coalition under Angus Taylor, each claiming 23 per cent of primary vote support. This is the first time the party has tied with the Liberals, signalling a major shift in voter sentiment.

The Coalition’s backing has dropped from 28 per cent in January to a record low, while Labor gains ground with 32 per cent of the vote. Analysts say this could reshape the political landscape ahead of the next election.

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Iran and U.S. restart nuclear negotiations with diplomacy in focus

Iran-US nuclear talks restart; diplomacy favored amidst economic interests and potential energy deals, mediated by Oman, amid high stakes.

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Iran-US nuclear talks restart; diplomacy favored amidst economic interests and potential energy deals, mediated by Oman, amid high stakes.

Iran is pursuing a new nuclear agreement with the United States aimed at delivering economic benefits to both sides, as negotiations restart over its long-running nuclear programme. With tensions simmering for years, both nations are signalling a desire to avoid military confrontation and stabilise the region.

U.S. Secretary of State Marco Rubio says President Donald Trump prefers a diplomatic path forward, while Iran has indicated it is open to compromise in exchange for sanctions relief. The renewed talks mark a significant moment in efforts to de-escalate one of the world’s most volatile geopolitical flashpoints.

Oman is mediating the discussions, which are focused exclusively on Iran and the United States, even as Washington increases economic pressure and Tehran promotes potential deals in energy and mining to sweeten the negotiations.

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