Inflation is here. This is widely agreed upon. But is it here to stay? Or is it just passing through? Here's what we think.

With Profit Reporting Season over, the market’s attention shifts back to the ‘macro’ - ending the week with a wobble as the iron ore price dipped.

It’s a wrap! We cover the last profit reports for the season – including those from Cardno and Paragon, plus some follow-up meetings we had with companies this week.

Reports this week were significant – both in their number and overall importance to your Australian Equities sub-portfolio.

We cover what is the busiest week of reporting season, with reports from Origin Energy, Magellan Financial, Emeco, Perpetual and others…

The starter pistol was fired on Monday, with Profit Reporting Season beginning in earnest.

As always, this was led by Property REITS, with three companies within clients’ Property sub-portfolio reporting, along with one company in the Australian Equities sub-portfolio.