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Macro

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

Macro

The end of the 90 day US tariff reprieve is over for now

The U.S. administration has decided to delay its self-imposed deadline for implementing reciprocal tariffs until August 1. Reciprocal tariffs, originally announced on...
Seema Shah
Principal Asset Management
Macro

Momentum and growth

The great US momentum trade continues. The data shows the economy is nowhere near to a recession.
Chris Iggo
BNP Paribas Asset Management
Macro

RBA claims uncertainty; easing financial conditions are the real reason

The RBA again uses global uncertainty as a crutch to delay interest rate easing.
Tim Toohey
Yarra Capital Management
Macro

7 key charts for investors to keep an eye on

From Trump’s tariffs to business conditions and the gap between earnings yields and bond yields, here are key charts to watch.
Shane Oliver
AMP
Macro

RBA surprises by not cutting rates

RBA defies cut bets and holds in its July meeting; resilient data point to rising short yields and curve flattening.
WLE
Damien Boey
Wilson Asset Management
Rapid Fire

Big opportunity but lots of risk - Morgan Stanley's take on markets

Morgan Stanley's Chris Nicol shares risks to watch, how he is positioning portfolios and a big opportunity.
Sara Allen
Livewire Markets
Macro

2024-25 saw strong investment returns yet again – but is it sustainable?

Expect continuing volatility, more constrained returns and possibly, another 15% correction.
Shane Oliver
AMP
Macro

And into the second half…

Market returns have been strong in the first half of 2025.
Chris Iggo
BNP Paribas Asset Management
Macro

Following momentum in the lucky country

Australia’s momentum trade is soaring past global peers, but history says these highs often precede a sharp reversal.
WLE
Damien Boey
Wilson Asset Management
Macro

The search for new central bank leadership

Trump’s push for a dovish Fed and the RBNZ’s need for a Governor provide insight into both central bank independence and economic impacts.
WGB
Catriona Burns
Wilson Asset Management
Macro

Financial economy & real economy

What has the increasing wealth inequality in developed nations meant for financial markets & the real economy?
John Bilsel
Innova Asset Management
Macro

America’s looming debt crisis

Is the United States heading towards a government debt crisis?
Bob Cunneen
MLC Asset Management
Macro

Where does the Israel-Iran crisis affect markets most?

When markets are difficult and news flow is uncertain, where do investors focus their attention?
Hans Lee
Betashares
Macro

AMP: July rate cut argument strengthens following mild CPI read

With the latest CPI read coming in softer than expected, the argument for a July rate cut heats up.
Chris Conway
Livewire Markets
Macro

Iran conflict sparks geopolitical shockwave as markets brace for impact

Twelve days ago, Israel launched a major military campaign targeting Iranian nuclear facilities, air defense, surface-to-surface missile sites, and senior military and...
Seema Shah
Principal Asset Management
Macro

A bright future

Key Points: AI adoption is accelerating and for good reason, it has gotten a lot better over the past two years. We think prospects for further improvements are...
Alex Cathcart
Drummond Capital Partners
Macro

The end of the COVID-era migration boom

The massive migration-led boom in population growth is over, with growth back at pre-pandemic levels in most countries, including Australia
Kieran Davies
Coolabah Capital
Macro

The tail risk of a spike in oil prices

If the tail risk of a spike in oil prices is realised, history shows oil shocks often contribute to deeper-than-normal recessions.
Kieran Davies
Coolabah Capital
Macro

Capacity is not loosening to support rate cuts

May jobs data reveals hidden strength: more hours worked, more pressure on the RBA. We’re positioned for yield curve flattening.
Damien Boey
Wilson Asset Management
Macro

Ignore the FOMC dot plot, it's an uncertain environment

At its June meeting, the Federal Open Market Committee decided to keep its benchmark policy rate unchanged at 4.25%-4.50% as expected. The new Summary of Economic...
Seema Shah
Principal Asset Management
Macro

Here we go again! - the threat from the Israel/Iran war

If oil hits US$150, expect blood on Wall Street, pain at the pumps and fireworks from Washington.
Shane Oliver
AMP
Macro

An industry having a ‘Chumbawamba’ moment

ASX takeovers soar in 2025: Building materials sector, hit by post-COVID pressures, sees small-caps bought by strategic investors.
Robert Miller
NAOS
Macro

Advance Australia, fair? Morgan Stanley’s local outlook remains relatively positive on the ASX, the dollar and growth

Morgan Stanley’s Chris Nicol says Australia is in a decent spot despite tariffs, slow growth and an expensive stock market.
Tom Stelzer
Livewire Markets
Macro

Australia offers “US multiples for European growth”, says Gerard Minack

The macro veteran on the end of US exceptionalism, Australia is the “stagnation nation”, and the one country offering big upside right now
Tom Stelzer
Livewire Markets
Macro

International investors, CEOs worried about rule of law, politics in US, says Gene Sperling

The former adviser to both President Clinton and Obama addresses key risk factors for international investors.
Tom Richardson
Livewire Markets
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