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Macro

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

Macro

It could be a tweet

Economic expansion typically sees equity multiples rise and profit margins grow.
Chris Iggo
AXA Investment Managers
Macro

Make America tariff again

Key Points: • Trump’s first two weeks in office have featured a flurry of policy announcements. • Of most consequence to markets are tariffs, immigration enforcement...
Alex Cathcart
Drummond Capital Partners
Outlook Series

Chief CommSec Economist shares 2025 Outlook

CommSec’s Ryan Felsman discusses market rotations, key risks, and what lies ahead for 2025.
James Marlay
Livewire Markets
Macro

The $8 trillion question keeping J.P. Morgan's Bob Michele up at night

When "nothing is particularly cheap", where are the opportunities in the global fixed income markets?
Hans Lee
Livewire Markets
Macro

RBNZ to cut further on rising unemployment

NZ remained in recession at the end of last year, with unemployment rising above 5% and employment falling again in Q4.
Kieran Davies
Coolabah Capital
Macro

How Australian investors can navigate a global trade conflict

In this feature interview, we have a wide-ranging conversation on the short and long-term effects of the US' tariff policy with Lazard.
Hans Lee
Livewire Markets
Macro

Trade tariffs spook investors

They say a week is a long time in politics. It can be an eternity in financial markets too. A week ago, everyone was fretting about China’s DeepSeek, and the threat it...
Tom Stevenson
Fidelity International
Macro

More Trump tariffs (and deals) – implications for investors and Australia

The delay to tariffs with Canada & Mexico is a sign they may be averted, but the uncertainty means a volatile ride for investment markets.
Shane Oliver
AMP
Macro

Trump starts a global trade war

Barring last-minute changes, the US is imposing punitive tariffs on its close ally Canada, Mexico, and China, with a EU tariff to come.
Kieran Davies
Coolabah Capital
Macro

Trump 2.0 vs. Trump 1.0: Key differences and why it matters

US faces economic headwinds in 2025 as tariffs, deficit concerns, and government spending cuts dominate fiscal negotiations.
Chris Watling
Longview Economics
Macro

January 2025 Podcasts

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
Macro

Nothing to see this FOMC meeting

As was widely expected, the Federal Reserve Open Market Committee (FOMC) chose to keep its benchmark rate unchanged at 4.25%-4.50% today. After having reduced policy...
Seema Shah
Principal Asset Management
Macro

QLD's budget "black hole" a catalyst for government action

The new state government is forecasting a substantially worse budget outlook, with a massive increase in public debt.
Kieran Davies
Coolabah Capital
Macro

Trump's first 100 days: Five policies shaping markets in 2025

With an ambitious policy agenda, President Donald Trump's first 100 days in office will provide an early indication of his ability to sustain momentum in delivering on...
Seema Shah
Principal Asset Management
Macro

What has President Trump done so far? (From Tariffs to TikTok!)

From tariffs to immigration, energy and climate, to TikTok - newly elected President Trump has wasted no time in implementing his policies.
AGL
BHP
+17
Carl Capolingua
Livewire Markets
Macro

What’s driven the fall in the Australian Dollar?

And does it threaten inflation and the RBA's hopes of easing monetary policy?
Shane Oliver
AMP
Macro

Investors upbeat on pricey US equities while Europe offers value

Could a rotation out of stocks into bonds be one of 2025’s surprises?
Chris Iggo
AXA Investment Managers
Macro

My economic wishlist for 2025

The AMP team have put together a “wish list” for 2025 of the top five things we hope will happen.
Diana Mousina
AMP
Macro

The US is keeping rate cut hopes alive

The December CPI print delivered a much-needed downside surprise, relieving some of the market anxiety that the U.S. economy is at the beginning of a second inflation...
Seema Shah
Principal Asset Management
Macro

5 reasons for optimism in 2025

2025 is likely to see positive returns but after the strong gains of the last two years, it's likely to be more volatile and constrained.
Shane Oliver
AMP
Macro

U.S. equities: Climbing the valuation wall

Investors enter 2025 with cautious optimism following a stellar 2024 for equities, as stretched valuations and elevated bond yields pose near-term challenges. Despite...
Seema Shah
Principal Asset Management
Macro

The consensus is wrong: America’s economy is chronically ill

Its GDP is growing – but relies upon mammoth, debt-fuelled deficits. Without this “stimulus” the U.S. would’ve been in recession since 2009.
Chris Leithner
Leithner & Company Ltd
Outlook Series

Your 2025 market predictions are in: Insights from nearly 5,000 investors

2024 was a fantastic year for markets. But do our readers think this year will be just as great?
Vishal Teckchandani
Livewire Markets
Outlook Series

From reflation to rotation

We believe President Trump’s policies will be a net negative in the medium and long-run.
Tim Toohey
Yarra Capital Management
Macro

The January effect

After a rare weak December, markets debate the outlook for 2025, with Wall Street bullish but wary of unreliable January signals.
Chris Watling
Longview Economics
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