Sydney, Jan 26, 2026, 17:27 AEDT — The market has closed.
- On Friday, Macquarie Group shares ended at A$210.41, slipping 0.22%.
- Australia’s quarterly CPI data lands Wednesday, a crucial gauge for local rate expectations.
- The ASX reopen will likely take its risk cue from a U.S. Federal Reserve decision due later this week.
Macquarie Group Ltd shares return to trading on Tuesday as Australian cash equities reopen following the Australia Day holiday. The week is packed with inflation figures and central bank meetings. The stock closed at A$210.41 before the break, slipping slightly.
For investors, this pause comes at an awkward moment. Global markets shifted while Australia’s main board was closed, leaving the next local session to catch up amid a packed schedule.
Macquarie operates as a hybrid—part bank, part markets player. That blend leaves it exposed to shifts in rate expectations, funding costs, and market volatility, which can either boost trading income or slam the brakes on it, depending on the balance.
The ASX cash market did not open on Monday, marking the Australia Day public holiday, according to the exchange’s trading calendar.
On Friday, Macquarie shares ended at A$210.41, slipping A$0.46. During the session, the stock fluctuated between A$208.97 and A$211.65, per historical pricing data.
Early Monday, offshore risk sentiment appeared fragile. “The market’s inclination is to short the yen but the possibility of co-ordination means it no longer is a one-way bet,” said Prashant Newnaha, senior rates strategist at TD Securities in Singapore, as investors balanced talk of intervention against the upcoming Fed meeting. Reuters
Inflation is the next local trigger to watch. The Australian Bureau of Statistics will release its Consumer Price Index (CPI) for December 2025 at 11:30 a.m. AEDT on Wednesday. This measure tracks overall price changes and plays a major role in shaping interest-rate forecasts.
Rates remain central to the entire financial sector, impacting Macquarie and the big four banks alike. The Reserve Bank of Australia has its next policy meeting on Feb. 2–3, with traders watching closely to see if inflation is easing quickly enough to dodge another rate hike.
The U.S. Federal Reserve is set to meet on Jan. 27–28, per its official calendar. Changes in U.S. rate expectations during that meeting have the potential to influence global bond yields and the dollar, with knock-on effects on Australian financials and broader risk assets.
Investors have a couple of key dates to note. Macquarie’s investor calendar sets an operational briefing for Feb. 10, followed by the full-year results on May 8.
Yet the setup works both ways. A strong CPI reading might strengthen arguments for higher local rates, putting pressure on valuations and sectors sensitive to funding costs. At the same time, a risk-off move abroad could drag down market-facing earnings, despite the fact that increased volatility tends to boost some trading desks.
Tuesday’s reopen kicks things off, but all eyes turn quickly to Wednesday’s CPI data and the Fed’s decision later this week. Beyond that, investors will await Macquarie’s Feb. 10 operational briefing for updates on its markets, banking, and asset management divisions.
