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Macro

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

Macro

Fed secures a soft landing

The Fed’s aggressive 50 basis point rate cut, while unconventional, reflects a proactive approach to stave off any potential economic weakness. Despite associations of...
Seema Shah
Principal Asset Management
Macro

Starting with a bang

We believe the Fed is on a path to continue to cut rates over the coming meetings to realign monetary policy with a “normal” U.S. economy.
PIMCO .
PIMCO
Macro

Risks around Fed policy in a soft landing

The Fed hopes it can achieve a soft landing, lowering the policy rate to around 3%, broadly matching its estimate of the neutral rate.
Kieran Davies
Coolabah Capital
Macro

Why the Federal Reserve's 50 basis point rate cut didn't spark a rally

The 50-basis point cut was a last-minute surprise that left markets scratching their heads about how to react.
Hans Lee
Livewire Markets
Macro

A historically confusing 50bps cut

In one of the most highly debated Fed decisions in recent history, the Federal Open Market Committee today decided to kick start its rate-cutting cycle with an...
Seema Shah
Principal Asset Management
Macro

A fundamental change to the economics of AI?

Just a quick post as I'm musing the consequences of what could be a fundamental shift in AI.
Damien Klassen
Nucleus Wealth
Macro

Why lower interest rates rule

The path to lower interest rates is clear - at least in market pricing terms.
Chris Iggo
AXA Investment Managers
Livewire Live

5 shocking predictions for 2025 and beyond

Sometimes, investing success comes down to contrarian thinking.
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Sara Allen
Livewire Markets
Macro

The greatest show on Earth

The forthcoming election in the US looks to be close, a Trump or Harris victory would not surprise markets.
Alex Cathcart
Drummond Capital Partners
Macro

Why do we fall for the pessimists' fallacy?

A brutal first week of September was a reminder not to underestimate the impact of the seasons on investor sentiment. It’s natural to become more susceptible to...
Tom Stevenson
Fidelity International
Macro

US inflation: only held up by housing

US inflation came in low. Services are still running hot, but that is mostly driven by housing costs. It would seem that the housing costs in CPI are probably...
Damien Klassen
Nucleus Wealth
Macro

The Fed is about to make a major decision. Here's what it means for your portfolio

We canvas the views of leading commentators to answer an important question that is hanging over markets.
Hans Lee
Livewire Markets
Macro

Why the odds are now in favour of a softer landing

Could the economy be dodging a recession? New data suggests a softer outcome might be on the horizon
Xinyu Ru
Fawkes Capital Management
Macro

It will soon be time for the RBA to cut

With savings depleted and growth under pressure, the time for the RBA to ease is now.
Tim Toohey
Yarra Capital Management
Macro

The 4 investments to buy in the next pullback

In hindsight, August was a sharp sneeze in an otherwise historic bull market. But what would you buy if a meaningful pullback arrives?
Hans Lee
Livewire Markets
Macro

August 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

What happened to the post-COVID savings buffer?

Remember when the RBA consistently referred to the buffer of “excess savings” accumulated during the post COVID period? Have you noticed that they have largely stopped...
Tim Toohey
Yarra Capital Management
Macro

Why the US election result may not matter for investors

The US presidential election is often seen as decisive for the economy and investor portfolios but does it matter as much as people think?
Stephen Dover
Franklin Templeton
Macro

5 practical tips for surviving the next volatility spike

The August snap sell-off and ensuing rebound caught many investors on the hop - but there's no need to remain worried.
Hans Lee
Livewire Markets
Macro

The time has come for rate cuts

Each year, the Federal Reserve Bank of Kansas City hosts the Jackson Hole Economic Symposium, attended by global central bankers, policymakers, economists, and...
Seema Shah
Principal Asset Management
Macro

Soft landings nearly always prove elusive for the Fed

Soft landings are exceedingly rare in the US and the 1990s episode marks the only example of a successful soft landing.
Kieran Davies
Coolabah Capital
Macro

It’s hard to relax

It’s time for a well-deserved, late-summer breather, yet geopolitical tensions continue to mount.
Neuberger Berman
Neuberger Berman
Macro

The dawn of a new UK infrastructure revolution

With Labour’s bold reforms, the stage is set for a new investment landscape — the upside for investors could be substantial.
Xinyu Ru
Fawkes Capital Management
Macro

Why discretionary stocks are a contrarian opportunity (and 7 ASX-listed ideas)

The Australian consumer has never been more bifurcated, making stock picking a huge challenge. Luckily, we can help you out.
IEL
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Hans Lee
Livewire Markets
Macro

Australians have burnt through all their cash. Here's what it means for your investments

The next episode of Signal or Noise is about all things consumer!
Hans Lee
Livewire Markets
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