PodcastSmallCaps Spotlight28:42

Small Caps market wrap: higher yields and a 25bp RBA rise

James Whelan

James Whelan

Host

October 02, 2026

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Podcast introduction

Episode Overview

Higher bond yields, a 25 basis point RBA rate rise and a relatively steady equity market set the scene for this episode of the Small Caps Spotlight podcast. James Whelan and Heath Moss also discuss Small Caps’ move into new offices and upcoming industry events.

Key Highlights

  • The RBA raised rates by 25 basis points.
  • Government spending was described as 28% of GDP, a record according to the discussion.
  • The S&P 500 was trading between 7,660 and 7,760.
  • The US ten-year yield reached a level last seen in 2002, according to the discussion.
  • Small Caps moved into new offices.
  • The Gold Events conference, MicroCaps Conference and IMARC were highlighted as upcoming events.

About Small Caps

Small Caps covers Australian small-cap companies and market developments. The podcast is powered by Small Caps.

Disclaimer

This podcast is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Listeners should conduct their own research and consider seeking professional financial advice before making investment decisions.

#SmallCaps #ASXInvesting # #AustralianStocks #Investing #Podcast

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About the Host
James Whelan

James Whelan

Host & Market Analyst

Episode Info
Series
SmallCaps Spotlight
Episode
#1
Duration
28:42
Published
Oct 02, 2026· 5 hours ago
Format
Audio