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Macro

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

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
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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
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
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