Inflation’s Return, Big Tech Earnings, and the New AI Reality

In this episode of Macro Mondays, Charlie and Dave MacLeish dive into a busy week of global market moves and central bank decisions. They unpack Australia’s upcoming rate call on Melbourne Cup day, rising inflation pressures across the US and New Zealand, and how governments are walking a fine line between cutting rates and keeping prices stable. The pair also analyse Big Tech earnings, AI’s growing role in productivity, and Elon Musk’s bold claim that apps will disappear within five years.