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Macro

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

Macro

Fortescue’s earnings & dividend miss the mark

The world’s fourth largest iron ore miner disappointed with its half year results, falling short of market hopes with profit and dividend.
FMG
CommSec
Macro

RBA cuts by 25bp, cautious on more cuts given inflation does not return to the 2½% target

The RBA cut rates, but was cautious in signalling more cuts given underlying inflation is no longer forecast to hit the 2½% target.
Kieran Davies
Coolabah Capital
Macro

'We do feel optimistic': RBA cuts rates and delivers positive inflation forecasts

The RBA now forecasts core inflation to fall to 2.7% by June 2025 and stay at that rate through to 2027.
Tom Richardson
Livewire Markets
Macro

Technology sector volatility: Investors spooked by China’s AI startup

AI is a long-term growth story which will support the global economy and provide a wide range of potential investment opportunities
Chris Iggo
BNP Paribas Asset Management
Macro

Trump: Crash or crash through?

Trump has begun an unprecedented attack on the norms of US lawmaking. The scale and scope of the attack are significant and mostly unconstitutional. The two most...
Damien Klassen
Nucleus Wealth
Macro

Stop obsessing about the RBA

Its impact upon stocks – and of stocks upon it – has long been scant. Investors should ignore it and those who try to predict its actions.
Chris Leithner
Leithner & Company Ltd
Macro

Wishful thinking: the Trump administration's "3-3-3" economic plan

US public debt is likely to reach a record share of GDP as tariff revenue and economic growth are unlikely to pay for Trump policies.
Kieran Davies
Coolabah Capital
Macro

Hot US inflation stalks clamour for RBA rate cut

Annualised core US inflation rose to 3.8% in January up from a 1.7% trough in July, although some economists point to US PCE still falling.
Tom Richardson
Livewire Markets
Macro

January CPI Report - Too hot to dismiss

The January CPI print was much hotter than expected and will likely make for a very uncomfortable reading for the Federal Reserve. While technical and one-off factors...
Seema Shah
Principal Asset Management
Macro

'Very weak': Warren Hogan dismisses RBA rate cut case

Mr Hogan labelled inflation "the biggest strategic threat to the economy" and said the RBA has insufficient evidence it's contained.
Tom Richardson
Livewire Markets
Macro

The opening salvo in Trump trade war two

Markets were recently rattled by three executive orders announcing tariff increases on Mexico, Canada, and China, marking an opening salvo of President Donald Trump’s...
Seema Shah
Principal Asset Management
Macro

It could be a tweet

Economic expansion typically sees equity multiples rise and profit margins grow.
Chris Iggo
BNP Paribas Asset Management
Macro

Make America tariff again

Key Points: • Trump’s first two weeks in office have featured a flurry of policy announcements. • Of most consequence to markets are tariffs, immigration enforcement...
Alex Cathcart
Drummond Capital Partners
Outlook Series

Chief CommSec Economist shares 2025 Outlook

CommSec’s Ryan Felsman discusses market rotations, key risks, and what lies ahead for 2025.
James Marlay
Livewire Markets
Macro

The $8 trillion question keeping J.P. Morgan's Bob Michele up at night

When "nothing is particularly cheap", where are the opportunities in the global fixed income markets?
Hans Lee
Livewire Markets
Macro

RBNZ to cut further on rising unemployment

NZ remained in recession at the end of last year, with unemployment rising above 5% and employment falling again in Q4.
Kieran Davies
Coolabah Capital
Macro

How Australian investors can navigate a global trade conflict

In this feature interview, we have a wide-ranging conversation on the short and long-term effects of the US' tariff policy with Lazard.
Hans Lee
Livewire Markets
Macro

Trade tariffs spook investors

They say a week is a long time in politics. It can be an eternity in financial markets too. A week ago, everyone was fretting about China’s DeepSeek, and the threat it...
Tom Stevenson
Fidelity International
Macro

More Trump tariffs (and deals) – implications for investors and Australia

The delay to tariffs with Canada & Mexico is a sign they may be averted, but the uncertainty means a volatile ride for investment markets.
Shane Oliver
AMP
Macro

Trump starts a global trade war

Barring last-minute changes, the US is imposing punitive tariffs on its close ally Canada, Mexico, and China, with a EU tariff to come.
Kieran Davies
Coolabah Capital
Macro

Trump 2.0 vs. Trump 1.0: Key differences and why it matters

US faces economic headwinds in 2025 as tariffs, deficit concerns, and government spending cuts dominate fiscal negotiations.
Chris Watling
Longview Economics
Macro

January 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

Nothing to see this FOMC meeting

As was widely expected, the Federal Reserve Open Market Committee (FOMC) chose to keep its benchmark rate unchanged at 4.25%-4.50% today. After having reduced policy...
Seema Shah
Principal Asset Management
Macro

QLD's budget "black hole" a catalyst for government action

The new state government is forecasting a substantially worse budget outlook, with a massive increase in public debt.
Kieran Davies
Coolabah Capital
Macro

Trump's first 100 days: Five policies shaping markets in 2025

With an ambitious policy agenda, President Donald Trump's first 100 days in office will provide an early indication of his ability to sustain momentum in delivering on...
Seema Shah
Principal Asset Management
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