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Macro

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

Macro

Fed data dependence means less dovish rates pricing now to contain the risk premium in bonds

Fed trims rates 25bps; Powell cautious, data-driven stance curbs market hopes for deep cuts as yields edge higher.
Damien Boey
Wilson Asset Management
Macro

Fed is taking the no-risk free path to cuts

As widely expected, at its September meeting the Federal Open Market Committee (FOMC) decided to lower its benchmark policy rate by 25 basis points to 4.00%-4.25%....
Seema Shah
Principal Asset Management
Macro

Markets on edge ahead of Fed rate call as tariffs and rising recession risks threaten to sink US economy

Tonight’s Fed rates call may set the tone for a slowing US economy, as tariffs, weak growth, and other policy missteps risk a US recession.
BHP
+8
Carl Capolingua
Livewire Markets
Macro

Time for the Fed to act

The equity market is more excited about lower short-term rates and bond yields than a weakening jobs market.
Chris Iggo
BNP Paribas Asset Management
Macro

Real economy vs stock market economy: why GDP ≠ equity returns

The stock market isn't the economy. That line gets thrown around a lot—but what does it actually mean for your investment portfolio?
Damien Klassen
Nucleus Wealth
Macro

Gold at record highs – can it keep going? Implications for investors

Gold keeps smashing records, but is it inflation fears, geopolitical shocks or debt worries? Here’s why investors are watching closely.
Shane Oliver
AMP
Success and More Interesting Stuff

Viktor Shvets: The end of cycles and the cost of progress

Abundant capital has changed markets forever. Viktor Shvets on the end of cycles, rising inequality, and the politics shaping returns
Matthew Kidman
Centennial Asset Management
Macro

Bearishness as a business model

Permabears gain standing from scary stories, but the real cost is carried by those who stay out of markets and miss long‑term gains.
Anthony Doyle
Pinnacle Investment Management
Macro

Why Wednesday is D-day for investors

The US Fed has a monumental interest rate decision to make. Will it be a slap in the face or shot in the arm for markets?
Tom Stelzer
Livewire Markets
Macro

ECB holds rates - The end of the easing cycle maybe?

In recent weeks, markets have become increasingly confident that the ECB’s easing cycle has ended.
Seema Shah
Principal Asset Management
Macro

Australian growth on the mend - implications for profits and interest rates

While there are reasons for caution, there are also reasons for optimism as the wealth effect holds up the consumer and drives share market.
Shane Oliver
AMP
Macro

Small businesses not yet increasing prices

Survey results from the Principal Well-Being Index showed that small and medium-sized businesses are likely to absorb cost increases from higher tariffs, largely in an...
Seema Shah
Principal Asset Management
Macro

Finding the picks and shovels when investing through volatility

Spotting the winners and losers from an emerging investment theme is not always straightforward. What looks like sure things at the outset can end up letting you down,...
Tom Stevenson
Fidelity International
Macro

Aussie banks issue more bonds with local funds now the main domestic buyer

Bank funding is relying more on bank bonds and local investment and pension funds have grown in importance as buyers of these bonds.
Kieran Davies
Coolabah Capital
Macro

Bad news is good news: Lazard's Ron Temple on global markets and where investors need to be cautious

The respected chief market strategist on where he sees the global winners and losers and why investors need to expect more volatility.
Tom Stelzer
Livewire Markets
Macro

10 key lessons from August reporting season

Markets looked past earnings to guidance. From rates to margins, these lessons reveal how to navigate the cycle ahead.
ADH
AX1
BHP
+8
Stephanie Gardner
Livewire Markets
Macro

Surprise, elevated inflation in Australia isn't going away

Australia’s inflation re-accelerates, testing the RBA’s credibility as rising CPI and core prices challenge dovish policy bets.
Damien Boey
Wilson Asset Management
Macro

What's in store when markets meet the mountains at Jackson Hole?

In 1982, the Federal Reserve Bank of Kansas City moved its then newish annual gathering of central bankers, academics and policy makers to a fly-fishing resort in...
Tom Stevenson
Fidelity International
Macro

Rate cuts in focus: Diverging data and the politics of monetary policy

Markets are grappling with a complex and often contradictory economic landscape. As Chair Powell noted in his speech at the 2025 Jackson Hole Economic Symposium,...
Seema Shah
Principal Asset Management
Macro

The need to raise living standards through productivity

Unless Australia invests more in its workers and technology, poor productivity will leave living standards stuck in a rut.
Kieran Davies
Coolabah Capital
Macro

Market update: A stalling US economy?

Near-term US economic and monetary policy expectations have shifted
Chris Iggo
BNP Paribas Asset Management
Macro

Compound interest and returns are an investor’s best friend

Einstein called it the 8th wonder of the world. For investors, it’s magic. For borrowers, a nightmare. Here’s why compounding matters.
Shane Oliver
AMP
Macro

When credibility isn’t at stake

RBA’s dovish stance faces scrutiny as growth holds firm, inflation risks linger, and bond markets price in aggressive rate cuts.
Damien Boey
Wilson Asset Management
Macro

The RBA trims the neutral policy rate and lowers potential output, productivity growth, & the NAIRU

The RBA has marked down potential growth on slower productivity growth, while trimming the neutral policy rate and lowering the NAIRU.
Kieran Davies
Coolabah Capital
Macro

Grinding through 2025

Key Points: Economic growth in the US has slowed in the first half of the year, driven by lower household spending. The economy is beginning to feel the effects of...
Alex Cathcart
Drummond Capital Partners
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