#wealth effect

🌐 Macro

IMF Warns AI Wealth Boom Could Fuel Inflation Beyond Tech Stocks

June 26, 2026 (47 days ago)

IMF report highlights AI wealth effect as a growing inflation risk beyond chip stocks, urging central banks to watch for demand-side pressures.

TLT QQQ US10Y +3

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🌐 Macro

June 25, 2026 (48 days ago)

Sydney and Melbourne housing markets lost $128 billion in value, signaling deeper economic risks for Australia and a likely RBA pivot.

CBA ASX200 WBC +1

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