David Bassanese

David Bassanese, Chief Economist at BetaShares known for data-driven market analysis. He breaks down inflation signals and RBA timing. He sizes up AI growth versus bubble risk. He separates gold’s safe-haven move from commodity demand for copper and uranium. He assesses Trump-era tariffs, China’s steady recovery and the global rotation toward value and Japan.

Miriam Robin, AFR senior writer on corporate leadership and business behaviour, and David Bassanese, BetaShares chief economist and interest-rate specialist, discuss a surprise inflation jump and why the RBA may need to tighten. They explain trimmed-mean inflation, capacity constraints vs demand, services-led price pressures, likely timing of rate moves, market signaling and gold’s surge benefiting Australian miners.