Welcome to this week's episode of the Money and Investing Show with Andrew Baxter and co-host Mitch.

Economic Briefing is back, and this one is built for investors who want a clear plan for 2026. Recorded live in front of around 600 clients, Andrew and Mitch walk through their latest Economic Briefing and lay out what matters most as markets shift and headlines get louder.

In this Economic Briefing, you will hear a direct, fact based view on the big forces shaping the year ahead. The conversation covers the US market story, including the strength in the S&P 500 and Nasdaq, how tariffs are being used, and what the Fed is watching through inflation data like PCE. They also break down why energy prices matter so much, how oil supply can change inflation, and why AI data centre spending is becoming a major driver of growth and market concentration.

Then the focus turns to Australia, with a hard look at productivity, cost of living pressure, housing supply, and what those trends can mean for rates, banks, and the broader market.

If you want an Economic Briefing that helps turn noise into an investment game plan for 2026, this is the episode to play next.

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