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Macro

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

Macro

Markets: We don’t believe you RBA…We expect 3 rate cuts in the next 12 months!

The Reserve Bank chose to keep its cash rate on hold at their August meeting, but market pricing suggests they’re about to cut, and cut big…
Carl Capolingua
Livewire Markets
Macro

What caused stocks to crash, what’s next for markets, and how to defend your portfolio

Just the facts on what’s happening in global financial markets and what you can do about it.
Carl Capolingua
Livewire Markets
Macro

Caught in an economic riptide or merely a ripple? – Global markets tumble

Global markets have been whipsawed by a series of sharp blows in the last few days, but mainly centring around concerns about the health of the U.S. economy. Our view...
Seema Shah
Principal Asset Management
Macro

Why everything has to go right this ASX reporting season (and 4 must-watch stocks)

The most important month of the investing year is here - and the stakes are very high.
BAP
+5
Hans Lee
Livewire Markets
Macro

The drivers of higher unemployment across countries

Weaker demand for labour explains higher unemployment in most countries, but Australia's jobless rate has edged up on increased supply.
Kieran Davies
Coolabah Capital
Macro

This indicator predicted every US recession for 35 years and it’s flashing a major warning for stocks!

US stocks are tumbling and investors are trying to figure out what’s next for the ASX. This indicator may be a critical piece of the puzzle.
Carl Capolingua
Livewire Markets
Macro

Meeting the Sahm rule recession threshold supports a September Fed rate cut

The US unemployment rate has edged above most estimates of the NAIRU for the first time since 2021, supporting a Fed rate cut next month.
Kieran Davies
Coolabah Capital
Macro

Hoping the Fed hasn't made a policy mistake

Today’s jobs report for July confirms that the labor market is slowing, all but ensuring a September rate cut. The 114,000 new jobs added last month missed consensus...
Seema Shah
Principal Asset Management
Macro

Ways to hedge inflation

Long-term savings need to grow more than inflation to meet future liabilities or lifestyle choices.
Chris Iggo
AXA Investment Managers
Macro

The one question these investors want answered this ASX reporting season

This reporting season comes at a critical time for the ASX 200 and for corporate Australia.
CSL
Hans Lee
Livewire Markets
Macro

Forget RBA hikes! Market now pricing 3 interest rate cuts by Christmas 2025

Better than expected June CPI inflation data has flipped market pricing for Australian interest rates over the next 18 months on its head.
Carl Capolingua
Livewire Markets
Macro

The balanced Fed statement should fool no one - a September cut is likely

While the Federal Open Market Committee (FOMC) kept its benchmark policy rate unchanged yet again, and the tone of the statement and press conference was intended to...
Seema Shah
Principal Asset Management
Macro

July 2024 Podcasts: Is AI a bust after all?

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Views from the Top

Christopher Joye: How investors can prepare ahead of a second "humiliating" RBA rate hiking cycle

The Coolabah Capital Investments Co-Founder and CIO also tells us why he thinks the RBA will be "humiliated" into more rate hikes.
Hans Lee
Livewire Markets
Macro

Eurozone manufacturing declines, US new core durable goods orders rise to 0.5% m/m

We look at five of the biggest developments across global markets for the week ending 26 July 2024
BHP
FMG
+2
Hue Frame
Frame Funds Management
Macro

What we learned from our recent trip to America (Part 1)

In the first of a two-part series, we discuss what we learned from our recent trip stateside
Sarah Shaw
4D Infrastructure
Macro

The price of uncertainty

Attention has shifted dramatically from Europe to the US recently with markets forced to price in a high level of political and economic uncertainty in the run up to...
Tom Stevenson
Fidelity International
The Pitch

How Ox Capital is investing for a market reversal

Ox Capital CIO Dr Joseph Lai shares why investors should be looking beyond the strong US dollar and soft commodity prices.
Sara Allen
Livewire Markets
Macro

The right time for stock picking (and an ASX company we believe is oversold)

There are several very good reasons why now is an ideal time to favour active investing over passive investing
RMD
Tim Carleton
Auscap Asset Management
Macro

From Bitcoin to Ballots: Crypto's impact on the 2024 US Elections

Reflecting on my recent trip to the United States, where the buzz around cryptocurrency is palpable, it's clear that digital assets have woven themselves into the...
Caroline Bowler
BTC Markets
Macro

Canadian Core CPI rises to 2.9% y/y, The Australian economy adds 50.2k new jobs in June

We look at five of the biggest developments across global markets for the week ending 19 July 2024
AMC
BXB
+2
Hue Frame
Frame Funds Management
Macro

Long term trends still rule

It has been a good first half of the year for investors, but I am not sure if it will continue to be.
Chris Iggo
AXA Investment Managers
Macro

ECB: Nothing to see here

Having delivered its first cut of the cycle last month, the European Central Bank (ECB) kept rates on hold today — as was widely expected. The interest rate on the...
Seema Shah
Principal Asset Management
Macro

Australian shares at new record highs - is it sustainable?

We slightly increase our expectations for the ASX 200 this year but also anticipate a more volatile, constrained outlook
Shane Oliver
AMP
Macro

C’mon Aussie! Going overseas? Maybe don’t swap those Aussie dollars just yet…

Thinking of going overseas and wondering when to change your Aussie dollars? It might be worth holding off, says Morgan Stanley.
Carl Capolingua
Livewire Markets
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