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Macro

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

Macro

The Fed looks overly optimistic on the US outlook

IMF analysis suggests that the Fed is too optimistic on the likely impact of initial Trump tariffs.
Kieran Davies
Coolabah Capital
Macro

Tight(er) financial conditions will end the bull market

Since the late-1980s they’ve mostly been lax. But at some point they’ll constrict and remain tight – and the 40-year bull market will end.
Chris Leithner
Leithner & Company Ltd
Macro

'Trumponomics' and the 2025 Global Macro Outlook

Global macro, ‘Trumponomics’ and the 2025 outlook — Chris Watling and Kallum Pickering take a whirlwind tour of the world economy.
Chris Watling
Longview Economics
Macro

The world’s economic and political wellbeing is hostage to Trump's impulses

Things fall apart; the centre cannot holdMere anarchy is loosed upon the world……The best lack all conviction, while the worst are full of passionate intensity.- The...
Bob Cunneen
MLC Asset Management
Macro

US equities sell-off will create opportunities

Tariffs, funding freezes, and government spending cuts have caused investors to reassess the outlook. The chances of stagflation have grown, but policy will stabilise,...
Niamh Brodie-Machura
Fidelity International
Macro

4 key reasons the Aussie Dollar could rise

Aussie Dollar revival or short-lived fling? We reveal four reasons it could rally — and query the pitfalls ahead.
Chris Watling
Longview Economics
Macro

Growth slows, inflation rises, Powell holds rates

At its March 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

US consumers send stagflationary signals about the outlook

The Michigan survey showed consumer unemployment expectations at recession-like levels with a tariff-driven spike in inflation expectations.
Kieran Davies
Coolabah Capital
Macro

US stocks tumble from an expensive starting point

The correction under way in US equities has started from a point of extremely expensive valuations relative to earnings and bond yields.
Kieran Davies
Coolabah Capital
Macro

Back in the high life again

Higher real rates and higher valuations can coexist, even for extended periods. Historically, that is relatively common.(1) With the market largely pricing in a...
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Scott Helfstein
Global X ETFs
Macro

The end of US exceptionalism?

We have up to four years of considerable policy uncertainty from the White House. What does it mean for investors?
Alex Cathcart
Drummond Capital Partners
Macro

February CPI shows we are not yet in the clear

The February CPI print was lower than expected, with the monthly increase in both headline and core CPI the smallest since late 2024, bringing annual numbers down to...
Seema Shah
Principal Asset Management
Macro

There's a long way to go if you want to get bullish on tech valuations

Tech stocks are breaking down, valuations remain high, and momentum has turned.
Callum Thomas
Topdown Charts
Macro

Ninety-nine red flags

Markets underestimated the disruptiveness of Donald Trump’s administration.
Chris Iggo
BNP Paribas Asset Management
Macro

Double Trouble

Growth down and inflation up. The policy mix that may get Trump booted out!
Kellie Wood
Schroders
Macro

February Jobs Report shows a sanguine number... for now

The February jobs report showed a 151,000-worker increase in payrolls, broadly in line with consensus expectations, defying fears of significant cracks in the labor...
Seema Shah
Principal Asset Management
Macro

ECB makes fifth straight rate cut

As expected, the European Central Bank (ECB) cut its policy rates today for the sixth time in this cycle, marking its fifth straight cut. The interest rate on the main...
Seema Shah
Principal Asset Management
Macro

Why I don't think America First means Wall Street First

The Trump trade is fading, with US markets lagging while Europe, China, and Japan surge. As sentiment shifts, diversification is paying off.
Tom Stevenson
Fidelity International
Macro

Are we already past “peak Trump”?

The “Trump trade” is losing its shine - The drawbacks of the new administration’s policy platform are more in focus.
Chris Iggo
BNP Paribas Asset Management
Macro

Why buy gold: The historical appeal - 1560 onwards!

Gold has held value for centuries. This article explores why, how it reacts to money printing, and whether now is the time to invest.
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Chris Watling
Longview Economics
Macro

Markets getting wobbly

Franklin Templeton Fixed Income CIO shares her thoughts on the new US administration’s plans, ideas and actions so far.
Sonal Desai
Franklin Templeton
Macro

What CEOs have been saying during the ASX reporting season

This special edition contains quotes and market announcements from company results throughout February across a wide range of industries.
Robert Miller
NAOS
Macro

February 2025 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

7 key charts for investors to keep an eye on

Share markets have been fairly resilient in the face of uncertainty around Trump’s policies. However, nervousness is creeping in.
Shane Oliver
AMP
Macro

Navigating the new world order in global trade

Global trade is entering a new era—tariffs, retaliation, and shifting alliances are reshaping markets. Who stands to gain and who will lose?
EQR
Xinyu Ru
Fawkes Capital Management
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