

The Weekend Edition | 30-31 August 2025
Aug 29, 2025
This week features a lively debate on Australia's inflation rise and its effects on major retailers like Coles and Woolworths. The hosts explore Victoria's economic challenges and how they intertwine with pop culture, including Taylor Swift's brand impact. NVIDIA steals the spotlight with its record-breaking financial performance but faces pressure to meet sky-high expectations. The discussions add a humorous twist, comparing the financial success of tech giants with the cultural sway of celebrities, setting the stage for more engaging future debates.
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Inflation Surprise Shifts Rate Expectations
- Australia's inflation unexpectedly rose to 2.8% in July, driven by housing, alcohol and the end of state energy rebates.
- That spike reduced chances of a September RBA rate cut and complicates the inflation-employment balancing act.
Coles Surge Vs Woolworths Plummet
- Coles jumped about 9% after reporting profit growth while Woolworths plunged about 15% after a 17% earnings fall.
- The consecutive-day contrast highlighted how reporting-season reactions can wildly swing investor sentiment.
Volatile Reporting Season Reveals High Expectations
- Reporting season showed extreme one-day share moves of 10–25% when companies miss or beat hopes.
- High market valuations make small earnings misses trigger outsized investor reactions.