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Updated Dec 8 • 2:10 PM
Investors should care now: theRBAis set to keep policy rates unchanged, but markets are primed for any hint of a hawkish pivot that would immediately lift bond yields and pressure growth-sensitive stocks. A surprise shift in guidance could reprice Australian-dollar positions and regional risk assets within hours, making positioning and duration exposure critical over the coming session. With rates expected to be held for thethird straight meeting, traders are parsing language on inflation, wages and the outlook—three variables that determine whether “hold” is really a pause or the prelude to tightening. That narrow difference matters: small changes in forward guidance can swing yield curves and cash-rate futures, so watch RBA commentary and market-implied odds for the next move as your primary signals.
Emerging AI technologies are starting to reshape the job market, with evidence pointing to automation of routine roles and an uptick in targeted layoffs. The piece presents five practical strategies to reduce exposure to disruption and maintain employability. That matters because rapid change shortens transition windows and risks making some roles yesterday's job descriptions. Businesses and policymakers will increasingly need to invest in retraining and role redesign to avoid widespread displacement.
POET Technologies has secured two purchase orders, signaling early commercial momentum for its photonics interconnects. Marvell’s acquisition of Celestial AI expands adoption pathways and boosts the addressable market for optical components. That strategic alignment increases the likelihood of faster revenue acceleration as AI vendors integrate optical links. Confirmed orders and a larger market opportunity are cited as the basis for a Buy rating.
Markets now price a Federal Reserve rate cut at the December meeting, a shift from earlier 'higher-for-longer' expectations. That outcome will probably include dissenting votes from officials worried about inflation or premature easing. A cut accompanied by dissents would suggest a new Fed playbook balancing growth and labor-market support against strict price stability. The result would pressure Treasury yields and the dollar, buoy risk assets, and raise questions about the Fed’s future guidance and credibility.