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Macro

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

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
The Pitch

Have you heard of this 100-year-old ASX-listed company?

Why being alert is critical for investing through periods of rapid change
BXB
+3
James Marlay
Livewire Markets
Macro

Shaken not stirred: Income and quality sensible amidst uncertainty

Following a long period of low yields and price destruction driven by the monetary tightening cycle, bonds have bounced back in 2024.
Chris Iggo
AXA Investment Managers
Macro

Financial stability & its potential bearing on eventual RBA rate cuts

The RBA is alert to the possibility that eventual rate cuts might spur risky borrowing by already-heavily-indebted households.
Kieran Davies
Coolabah Capital
Macro

Harris vs Trump: Implications for investors and Australia

A Harris victory would mean more of the same, but a Trump victory could lead to uncertainty particularly around trade.
Shane Oliver
AMP
Macro

September jobs report: Not as weak as once thought?

The September jobs report showed a 254,000 monthly job gain, blowing all estimates out of the water. Not only does it suggest that the U.S. labor market is on a...
Seema Shah
Principal Asset Management
Macro

China: Is this the “whatever it takes” moment?

China's recent stimulus measures, including monetary easing and a massive fiscal pledge, have sparked a sharp rally in equities, particularly in real estate and...
Seema Shah
Principal Asset Management
Macro

The public sector’s role in propping up growth and jobs

The public sector has accounted for all the growth in GDP over the past year and made the largest contribution to strong jobs growth.
Kieran Davies
Coolabah Capital
Macro

Another nail-biter ahead and duelling economic visions

Former US Secretary of State Madeleine Albright once described the United States as the “indispensable nation.” While the United States is no longer as dominant as it...
Dan Farmer
MLC Asset Management
Macro

Do you have investment regret in the wake of China's dramatic rally?

Would have, could have, should have. The human brain is good at regret. And no-one does it better than a stock market investor. The last week has provided a great...
Tom Stevenson
Fidelity International
Macro

Life after the first cut

The Fed chose a bold first move to ensure a soft landing. The ensuing trajectory remains very dependent on the US elections outcome though.
Chris Iggo
AXA Investment Managers
Livewire Live

The mother of all financial crises is happening before our eyes

America's fiscal house is not in order and the implications will shock the world.
Hans Lee
Livewire Markets
Macro

Central banks are driving markets - here's what you need to know

The coming quarter will be dominated by central bank activity, along with geopolitical activity.
Arian Neiron
VanEck
Macro

Does a flood of excess capital mean higher valuations?

There are a lot of "potential" investors on my mailing list. Waiting for the right entry point into the market. Some have been there for almost a decade, watching,...
Damien Klassen
Nucleus Wealth
Macro

Japan’s hidden opportunities: Workation to the Land of the Rising Sun

The allure of Japan as an investment destination has always been there, but certain factors may have made it even more compelling recently.
COL
+2
Murdoch Gatti
York Wealth Management
Macro

September 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

China stimulus – A bazooka or just another sugar hit?

Authorities in China have finally delivered on stimulus after months of uncertainty. Just what should we make of it?
Janu Chan
Bitesized Economics
Macro

The one data point investors must not ignore right now

The first Federal Reserve rate cut in four years has come and gone. But what happens now?
Hans Lee
Livewire Markets
Macro

China’s policy measures: a pivotal week?

China’s policymakers have announced a significant package of easing measures designed to lift China from a state of entrenched economic weakness. Comprehensive...
Seema Shah
Principal Asset Management
Macro

Global growth slowing as policy easing accelerates

Global growth momentum has softened somewhat in recent months, led by slower growth in the world’s major economies. We see this global growth slowdown as, for the most...
David Cassidy
Wilsons Advisory
Macro

Australians continue to run down their COVID-era savings

Households continue to follow the US experience, drawing on the excess savings built up during the pandemic.
Kieran Davies
Coolabah Capital
Macro

5 asset classes for the global interest rate cutting cycle

On the next Signal or Noise, we discuss what the Fed's first rate cut in four years means for Australian investors.
Hans Lee
Livewire Markets
Macro

The rest of the world is changing, so why aren't we?

The big question remains: will Australia follow the Fed’s lead or stick to its current path?
Darren Langer
Yarra Capital Management
Macro

The Fed cut by 50 basis points. Would the RBA consider doing the same?

The RBA holds rates for another meeting - even as its peers start the long cutting road back to neutral.
Hans Lee
Livewire Markets
Macro

RBA keeps interest rates on hold, no cut on the horizon

The RBA stayed on hold today, but there were several “subtle but important” changes to the statement. We investigate if a cut is any closer.
Carl Capolingua
Livewire Markets
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