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Macro

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

Macro

Do impeachments hurt equities?

A few weeks ago, it became official, President Trump will face impeachment charges. At a time when the market faces increasing uncertainty (or so it seems), is this...
Josh Terlich
Josh Terlich
Mason Stevens
Macro

BetaShares Weekly Markets Update

Last week provided further tangible signs that the trade-induced slowdown in the global economy was finally filtering through to the United States, which...
David Bassanese
Betashares
Macro

Aussie dollar brushes off equity turmoil

Considering the past week has included global markets being shaken by a collapse in a key US manufacturing survey to a 10 year low, the S&P 500 kicking off Q4 by...
Sean Callow
Sean Callow
Westpac Bank
Macro

Demolishing a housing doomsayer

On Thursday I debated and demolished my old foe Dr Steve Keen (of doomsday fame) on the contentious subject of Aussie housing. You might recall that Steve was the guy...
Christopher Joye
Coolabah Capital
Macro

As predicted, RBA QE is coming soon...

In predictably cutting its cash rate to a new record low of 0.75 per cent in October, the RBA moved itself one meeting away from initiating quantitative easing (QE),...
Christopher Joye
Coolabah Capital
Macro

Has Australia really had three recessions in the last 28 years?

The claim that Australia has gone 28 years without a recession since the early 1990s recession ended in 1991 has been subject to some criticism in recent times with...
Shane Oliver
AMP
Macro

BetaShares Weekly Market Review

Global MarketsIt was another modest risk-off week for global equities with the US S&P 500 again failing to push through the previous record high of 3,027 set in...
David Bassanese
Betashares
Macro

Kissinger: Why Traders are Smarter than Investors

While studying at Cambridge University in 2003 I got a letter from former US secretary of state Henry Kissinger, inviting me to meet him in New York. I naturally...
Christopher Joye
Coolabah Capital
Macro

Nucleus Investment Insights with Patrick Poke of Livewire markets

As part of Nucleus' webinar and podcast series "Nucleus Investment Insights", we often seek to have various industry members as guests to gain further insights. On...
Damien Klassen
Nucleus Wealth
Macro

Why investment time horizons matter

The ASX Accumulation All Ordinaries Index (All Ords) has generated an impressive 11.4% annualised return since 31/12/1979. Of course, what matters for investors in the...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Macro

Is the RBA really going to hit the nitrous?

In an attempt to stimulate a weak economy, central banks employ quantitative easing (QE) by purchasing securities on the open market to increase the money supply....
WLE
Matthew Haupt
Wilson Asset Management
Macro

Don't focus on trying to time the market

The recent easing bias of central banks around the world has left many investors scratching their heads as they contemplate the direction of global yields. Will they...
Aaditya Thakur
PIMCO
Macro

Profiting from the trade war via a plunging Aussie dollar

This weekend’s announcements by President Trump that the US/China trade war can last another year or more (beyond the November 2020 US Presidential election) may have...
Charlie Jamieson
Jamieson Coote Bonds
Macro

BetaShares Weekly Market Review

Global Markets Ongoing trade concerns and a less dovish than hoped Federal Reserve saw global stocks edge lower last week. Reflecting risk-off sentiment, bond...
David Bassanese
Betashares
Macro

RBA rate cut talk picks up, A$ slides

The Australian dollar has struggled this week, as a rise in Australia’s unemployment rate raised expectations of an RBA rate cut next month and the US dollar bounced...
Sean Callow
Sean Callow
Westpac Bank
Macro

Capitalism is dead

Today I argue that in response to the 2008 crisis central banks and treasuries have thrown the baby out with the bathwater. Unable to tolerate the pain associated with...
+1
Christopher Joye
Coolabah Capital
Macro

Housing and other markets in a time of QE

We think the likelihood of quantitative easing (QE) in Australia is tied closely to the risk of global recession. If you believe a global recession is near (we view...
Darren Langer
Yarra Capital Management
Macro

Where To Look For Yield?

The move lower in bond yields over the past quarter has been significant: US real yields recorded their biggest quarterly drop since 2011 (-60bps); global nominal...
Chris Watling
Longview Economics
Macro

The biggest ever jump in oil price (and what it means for investors)

According to Bloomberg, global oil prices have risen by the most on record after a strike on a Saudi Arabian oil facility. WTI (the benchmark in oil pricing) crude oil...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Macro

Further upside in equities

Recent weeks have provided yet another reminder of how rapidly things can turn – while August brought about a sudden deterioration in the backdrop for financial...
Michael Strobaek
Michael Strobaek
Credit Suisse
Macro

ECB shunts RBA one step closer to QE

This weekend I write that the ECB's decision to start buying bonds again to reduce the long-term cost of capital (aka QE)---coupled with the Fed cutting in a few...
+1
Christopher Joye
Coolabah Capital
Macro

Central banks risk seeing their feted 'independence' watered down

William Martin is the longest-serving Federal Reserve chief, having served from 1952 when Harry Truman was president to 1970. A few years into the role, Truman saw...
Magellan Investment Partners
Magellan
Macro

Negative bond yields - what does it mean, and what’s the end game?

Since the beginning of this year, financial markets and expectations have turned decidedly bearish. Concerns about a Sino-US trade war, along with the so-called...
Chris Bedingfield
Quay Global Investors
Macro

Will Trump throw in the towel?

News last week that the United States and China would resume trade talks has understandably lifted the spirits of global investors. To my mind, the new twist in the...
David Bassanese
Betashares
Macro

Weekly Global Market Review

Global MarketsGlobal equities enjoyed another positive week thanks largely to confirmation that the US and China will again engage in another round of trade...
David Bassanese
Betashares
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