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Macro

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

Macro

No easy path for rates

Resilient global and Australian growth is being tested by renewed geopolitical tensions and stubborn inflation.
Martin Fowler
Pitcher Partners
Macro

Managing a key risk for investors : Disappointment

I take a closer look at the impact of volatility drag on investor outcomes and some simple steps that can be taken to manage such risks.
Clive Smith
Macro

Why the 2026 Super El Niño matters mainly through inflation

A super El Niño brings more than extreme weather. For investors, the real risk lies in renewed inflation and market disruption.
Damien Klassen
Nucleus Wealth
Macro

What is going on with the Japanese yen?

There is good reason for the BOJ to be reluctant in raising rates too quickly given the potential disruption to financial markets.
Janu Chan
Bitesized Economics
Markets

“Diversification has been a hindrance”: Why that doesn't mean you should abandon it

The wide spread between winners and losers has punished diversification. J.P. Morgan's Fiona Harris explains why it’s still important.
Keith Ford
Livewire Markets
Macro

Another benign US CPI report, but risks persist

Inflation was fairly contained in July and in line with expectations, with headline CPI easing to 3.4% year-over-year. Core inflation also slowed further, to 2.5%,...
Seema Shah
Principal Asset Management
Macro

What happens next at the Fed matters

If the S&P 500 is the dog that wags the global stock markets’ collective tail, then the U.S. central bank – The Federal Reserve – is the brain controlling that dog....
Roger Montgomery
Montgomery Investment Management
Macro

Lazard's macro master on Iran, finding better returns and the new safe haven assets

Chief market strategist Ron Temple on the trends truly shaping global market opportunities and where investors need to look to find them.
Tom Stelzer
Livewire Markets
Macro

A bullish investor’s reminder

Pullbacks are a natural feature of functioning equities markets and more common than you might think.
Roger Montgomery
Montgomery Investment Management
Macro

Reserve currencies must provide an anchor in a sea of uncertainty

I take a closer look at what makes a reserve currency and why their decline is usually associated with a breakdown in their 'credibility'.
Clive Smith
Macro

A brief history of reserve currencies - their rise and decline

This paper comprises an Appendix setting out the history of reserve currencies and the drivers behind their rise and decline.
Clive Smith
Markets

How T. Rowe Price is actively navigating the AI bubble

High concentration, hyperscaler capex and the quest for profit has put AI in bubble territory. That doesn’t mean you should sell out.
Keith Ford
Livewire Markets
Macro

The Fed defies market expectations and keeps rates on hold

At its July meeting, the Federal Open Market Committee (FOMC) left the target range for the federal funds rate unchanged at 3.50%-3.75% for a fourth consecutive...
Seema Shah
Principal Asset Management
Macro

The return of Australia’s income trade

Investors may need to focus on after-tax outcomes; investing as not simply as a source of portfolio cash flow, but a source of tax alpha.
Marc Jocum
Global X ETFs
Macro

The economics of happiness – why it’s been falling and what to do about it?

Despite decades of material progress, Australians are no happier. Here's what the data reveals about the real culprits.
Shane Oliver
AMP
Macro

Escalating Middle East tensions shift the balance of risk on oil price

Markets have absorbed $100 oil. The question is whether escalating Middle East tensions push it somewhere they can't.
Seema Shah
Principal Asset Management
Macro

ECB makes a hawkish hold

As expected, the European Central Bank (ECB) kept policy rates unchanged today, following a hike at its last meeting. Rates on the deposit facility, main refinancing...
Seema Shah
Principal Asset Management
Markets

Think you’re well diversified? Think again (plus 3 stocks that can help)

A staggering 90% of global assets are highly correlated with the S&P 500. So, how can investors find true diversification?
Keith Ford
Livewire Markets
Macro

Is a stronger Yen just a matter of time?

Bank of Japan quantitative tightening has compressed the spread between Japanese and global bond yields, even as the Yen hits new lows.
James Halse, CFA
Senjin Capital
Markets

9 key charts for investors to keep an eye on amidst oil and AI worries

Share markets had a strong first half despite the oil supply shock as expectations for de-escalation and the AI boom provided an offset.
Shane Oliver
AMP
Macro

Watching hyperscaler debt

Hyperscaler leverage has doubled in six months and free cash flows are falling. The credit markets are starting to notice.
Roger Montgomery
Montgomery Investment Management
Markets

The macro calls that could define the next decade of investing

Two of Australia's leading investment minds explain where inflation, AI and policy are taking markets, and how portfolios should adapt.
Chris Conway
Livewire Markets
Macro

Where have all the lines outside Martin Place gone?

The price action in precious metals is a microcosm of moves seen across risk assets
Anthony Doyle
Pinnacle Investment Management
Macro

US CPI data provides a welcome, but temporary, sigh of relief

A decline in energy prices and the ongoing unwind of tariff-related price impacts drove a slowdown in prices in June. Headline inflation declined by 0.4% in the month,...
Seema Shah
Principal Asset Management
Macro

Why a softer June CPI may not mean the RBA is finished

A softer June CPI may offer relief, but persistent inflation pressures suggest it is too early to declare the RBA is done.
Nicholas Chaplin
Seed Funds Management
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