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Macro

Understand the fast-changing domestic and global economic forces under the tectonic plates driving our markets.

Macro

Shoot you down

US labour market weakening in line with Fed forecasts.
Chris Iggo
BNP Paribas Asset Management
Macro

Consumer still standing, corporations healthy, resilience to continue into 2026

Jobs, earnings and fiscal easing could drive strong economic growth in the US next year.
ClearBridge Investments
ClearBridge Investments
Macro

Finally, some data from the US

The September jobs report showed a very robust 119,000 gain in payrolls, topping all consensus expectations and pointing to a rebound following August’s revised...
Seema Shah
Principal Asset Management
Macro

CIO View: Upbeat bond opportunities, European investors’ optimism and China’s new five-year plan

Rising fixed income opportunities
Chris Iggo
BNP Paribas Asset Management
Macro

The RBA worries it has misread the economy

High inflation in Q3 has seen the RBA worry that it has the wrong take on spare capacity in the economy, ruling out further rate cuts.
Kieran Davies
Coolabah Capital
Macro

The negatives and positives for shares

Gold steadies after a correction, while equities face mixed signals from earnings, policy, and geopolitics. What happens from here?
Shane Oliver
AMP
Macro

Flying blind: Searching for signals in a data-scarce economy

Lacking fresh economic data, markets have become increasingly jittery in recent weeks. With reliable reports (namely, the U.S. Bureau of Labor Statistics’ Consumer...
Seema Shah
Principal Asset Management
Macro

Data dearth and the dashboard

Government shutdown halts official economic data.
Jeff Schulze
ClearBridge Investments
Macro

Japan's Corporate Awakening

A lot has changed in the decade since Japan's Abenomics period - why we're positive about the prospects for Japanese equities.
Alex Cathcart
Drummond Capital Partners
Macro

CommBank’s tanking share price shows we should move beyond ASX 200 ETFs

Australian dividend worship risks mortgaging the future, with ASX 200 ETFs as collateral damage.
BHP
RIO
David Tuckwell
ETF Shares
Macro

There’s something about Donald (to worry about)

A follow up from last week, that highlighted two things to worry less about.
Sebastian Ferrando
Koda Capital
Macro

Don't Look Back In Anger... but do look at the numbers

How have investors fared since the last Oasis tour in 2005?
Anthony Doyle
Pinnacle Investment Management
Macro

Australia’s inflation remains a concern, but there’s still hope

After the peak of 7.8% in December 2022, Australia’s consumer inflation had been grinding downwards. However, the recent inflation result has proven to be a...
Bob Cunneen
MLC Asset Management
Macro

AI factories – are they built on Firm(us) ground?

Capital is flowing to build factories that produce tokens underpinned by huge demand. Hype or a new revolution?
Robert Miller
NAOS
Macro

About the Donald - you should worry less about these 2 things

And coming next week - 1 thing to actually worry about.
Sebastian Ferrando
Koda Capital
Macro

Code, build and repeat

Stock market returns of more than 20% are common around the world this year.
Chris Iggo
BNP Paribas Asset Management
Macro

The big RBA forecast miss on Q3 inflation

Inflation spiked in Q3, posting one of the largest ex-COVID increases in the inflation targeting era, well above the RBA's forecast.
Kieran Davies
Coolabah Capital
Macro

No data, no cry

There has been no official US economic data this month.
Chris Iggo
BNP Paribas Asset Management
Macro

“You don’t sell new highs”: Ben Griffiths on why this rally still has room to run

The head of a highly respected small-cap boutique says the two forces that usually end bull markets aren’t present threats.
Vishal Teckchandani
Livewire Markets
Macro

Hot inflation puts paid to RBA rate cuts this year

A surge in inflation in Q3 points to rates on hold for the rest of thus year and a much reduced chance of a cut next year
Kieran Davies
Coolabah Capital
Macro

Are we in a bubble?

Not all bubbles are created equal, and this one might still have air left. We break down what’s real and what’s not.
Xinyu Ru
Fawkes Capital Management
Macro

The challenge of high and rising public debt

The US, UK, and France face high and rising public debt, where increased defence spending will add to the problem.
Kieran Davies
Coolabah Capital
Macro

Are rate cuts good or bad for investors?

Rate cuts are back — but rich valuations mean this time may not rhyme with history.
Alastair MacLeod
Elston Asset Management
Macro

House prices, interest rates & the supply of housing

House prices have an outsized sensitivity to lower interest rates because the supply of housing is failing to keep pace with strong demand
Kieran Davies
Coolabah Capital
Macro

A year after her 2024 shocking prediction Kellie Wood says the real crisis may still lie ahead

Kellie Wood believes the US has escaped recession for now, but debt dynamics are moving closer to a breaking point.
Stephanie Gardner
Livewire Markets
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