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Macro

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

Macro

Donald Trump is elected President of the US (again). What are the implications for investors and Australia?

Trump's return brings the prospect of more US tax cuts and deregulation, but also more tariff hikes, trade wars, and policy uncertainty.
Shane Oliver
AMP
Macro

Trump wins US Election 2024

Despite initial concerns that the outcome of the Presidential election might remain uncertain for days or even weeks, a decisive Republican performance has made it...
Seema Shah
Principal Asset Management
Macro

The Australian city where house prices could surge through to 2032

It's the Signal or Noise property show for 2024! The big questions may be the same but the answers are changing.
Hans Lee
Livewire Markets
Macro

RBA: Policy not as tight as peers, which is why inflation is higher

The RBA has highlighted how policy is less tight than other countries, such that inflation is higher than in nearly all its peers.
Kieran Davies
Coolabah Capital
Macro

Would these experts buy a property right now?

Ahead of the annual Signal or Noise property show, we ask the experts where they think the signals lie.
Hans Lee
Livewire Markets
Macro

Economic implications for Australia out of the US election

An open letter from 23 Nobel Prize-winning economists (half of all living winners) has endorsed the economic policies of Kamala Harris.
Jonathan Kearns
Challenger
Macro

A weather-distorted labour report

The October jobs report for the US was significantly weaker than the previous month. But why?
Seema Shah
Principal Asset Management
Macro

Can the US economy continue to defy the sceptics?

If Goldman Sachs’ analysis is right then investing will be more challenging in the decade ahead.
Tom Stevenson
Fidelity International
Macro

October 2024 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

Prices, jobs, and personalities: Here comes the US election

The US election is nearly here. The opinion polls are close. What is not clear is what are the hopes and fears of ordinary Americans.
Chris Iggo
AXA Investment Managers
Macro

Is the US budget deficit sustainable? – Part 2/2

The US budget deficit is over US$2T for the last year - that's almost 8% of GDP, highest since the GFC.
Sebastian Ferrando
Koda Capital
The Pitch

The market is pricing in north of 100 bps of rate cuts in the next 12 months. Here’s why the market is wrong

If inflation won't go away, which investments will perform and what should you avoid?
BXB
James Marlay
Livewire Markets
Macro

Could the RBA not cut interest rates at all?

A new view being espoused in the economics community is raising eyebrows. But does it have any legs?
Hans Lee
Livewire Markets
Macro

Diversification is dead – long live diversification

Highly concentrated rallies are quite rare, they're historically finite, and we're arguably in one right now.
Sebastian Ferrando
Koda Capital
Macro

The room to cut interest rates across countries

The RBA never raised rates by as much as other countries, so it has relatively less scope to cut them in a soft economic landing.
Kieran Davies
Coolabah Capital
Macro

These economists say there is just a 15% chance of a recession in Australia in 2024

And where will the Australian Dollar end the year? Find out the answer to this and other questions in the next episode of Signal or Noise!
Hans Lee
Livewire Markets
Views from the Top

Morgan Stanley’s Chris Nicol on equity strategy, rates, the Aussie dollar, and capital management

In this wide-ranging interview, Nicol unpacks the key factors impacting markets right now and what they could mean for your portfolio.
Chris Conway
Livewire Markets
Macro

Australian corporate insolvencies set new record

ASIC Australian corporate insolvencies reached their highest level since monthly data were first published in January 1999.
Jason Lindeman
Coolabah Capital
Macro

Forget the market noise: Focus on value and the long-term

Sometimes it seems the economics profession operates in a parallel universe.
Chris Iggo
AXA Investment Managers
Macro

Persistent excess demand vs returning inflation to target

The RBA optimistically expects inflation will return to target without spare capacity emerging in the economy.
Kieran Davies
Coolabah Capital
Macro

ECB cuts policy rates with greater urgency

The European Central Bank (ECB) cut its policy rates today for the third time in this cycle. The interest rate on the main refinancing operations, the marginal lending...
Seema Shah
Principal Asset Management
Macro

'Never bet against America' - Buffett's golden rule faces its greatest test

Warren Buffett... The icon of American capitalism; is now well into his twilight years. Can the same be said for the American economy?
James Cooper
Fat Tail Investment Research
Macro

Signs of Life in China

Key Points: • After years of disappointment, China’s equity market has responded positively to recently announced fiscal and monetary stimulus. • Unlike previous...
Alex Cathcart
Drummond Capital Partners
Macro

Will China's move to "big" stimulus work?

And what does it mean for Australia? Find out in this edition of Oliver's Insights.
Shane Oliver
AMP
Macro

Is the US budget deficit sustainable? – Part 1/2

The US budget deficit is over US$2T for the last year - that's almost 8% of GDP, highest since the GFC.
Sebastian Ferrando
Koda Capital
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