Jacki Neumann

speaker

292 appearances 6 recordings 1 series first heard Jul 2026 last heard 31 Aug

Jacki Neumann’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 6 in all, peaking in Aug 2026 with 5.

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The Fed held rates steady, but the board was split.

Australian inflation came in softer than expected, driving a repricing of rate expectations.

And big tech delivered another week of sharp divergence.

Here's what moved markets last week, and what to watch in the days ahead.

I'm Jackie Newman, Head of Capital Markets at Sharesies.

Let's get into it.

It was a stronger week for US and Australian equity markets.

The S&P 500 gained around 1% and the Nasdaq rose about 1.6%.

Locally, the ASX200 snapped its recent run of weekly declines, gaining around 2.3%.

The NZX50 was an outlier, slipping around 0.5%.

A key event last week was the Fed's rate decision.

The FOMC held rates steady, as expected, however three officials dissented in favour of a 25 basis point hike.

This signalled the committee is split on how much further inflation needs to fall.

Also, at a post-meeting press conference, Kevin Walsh again declined to give any forward guidance on the path ahead.

That uncertainty weighed on bond markets.

The 30-year US Treasury yield spiked to its highest level since 2007.

In simple terms, long-dated yields move on where investors think inflation and rates are headed over the long term.

Right now, markets want more compensation to hold that risk, as investors are not convinced the Fed has inflation fully under control.

Markets are now pricing a 65% chance of a 25 basis points hike at the September meeting.

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