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Macro

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

Macro

J.P. Morgan warns investors: No "immaculate disinflation" on the cards for markets

And why investors should be more nuanced when allocating to various assets in this market.
Ally Selby
Livewire Markets
Macro

New regime, same outcome

It's the first episode of The Rate Debate for 2024!
Darren Langer
Yarra Capital Management
Macro

How much do inflation expectations matter?

Central banks pay close attention to inflation expectations but recent RBA research suggests many consumers misunderstand the key concepts
Diana Mousina
AMP
Macro

The RBA holds interest rates again - but does more need to be done?

The question now is how and when the central bank decides to cut.
Hans Lee
Livewire Markets
Macro

Everything you need to know about today's RBA meeting

The first RBA two-day monetary policy meeting concludes today (Tuesday). For the first time, the Statement on Monetary Policy and forecasts are being released at the...
Jonathan Kearns
Challenger
Macro

How to maximise your returns in 2024 and beyond

I recently wrote about my two big forecasts for 2024. One was that private credit would gain traction as an important asset class and would also feature more...
Roger Montgomery
Montgomery Investment Management
Macro

Will the Goldilocks market continue in 2024?

Rate cuts, loosening financial conditions, and a rally in credit markets all created a fantastic Christmas for markets. But can it continue?
Hans Lee
Livewire Markets
Macro

The global rebound in house prices narrows as commercial property prices have slumped

The global rebound in house prices has become more narrowly based, while US and European commercial property prices have slumped.
Kieran Davies
Coolabah Capital
Macro

The easing cycle to come risks being the same as the last

As the RBA shapes up to potentially cut rates in 2024 should we be asking more from monetary policy and monetary policy-makers?
Alex Joiner
Alex Joiner
IFM Investors
Macro

Funds flow into China, central banking and the US energy mix

This edition of Charts of the Week takes a global look at central banking, examining how key policy rates intertwine with inflation levels.
Macrobond Financial
Macrobond Financial
Macro

US labour market has a strong start to 2024

US employment growth was strong, unemployment held steady and wages growth accelerated in January
Kieran Davies
Coolabah Capital
Macro

Policy rules and risks to current market pricing of interest rates

CCI used policy rules to judge the risks around market pricing of rates in the US, euro area and Australia.
Kieran Davies
Coolabah Capital
Macro

Chinese manufacturing PMI ticked up to 49.2, UK leaves interest rates unchanged at 5.25%

Weekly Update | 2nd February, 2024
GMG
+2
Hue Frame
Frame Funds Management
Macro

Uncertainty in China Continues

Key Points: • China’s economy has been showing signs of recovery following piecemeal stimulus through 2023. • However, equity markets have yet to respond, with the...
Alex Cathcart
Drummond Capital Partners
Macro

Is Australian monetary policy tight enough?

Inflation has slowed sharply and markets now assume the RBA has slayed the inflation dragon and is pricing the first rate cut by mid-year.
Jonathan Kearns
Challenger
Macro

Subsidies exaggerate the improvement in underlying inflation

Government subsidies appear to overstate the improvement in underlying inflation heading into Q1.
Kieran Davies
Coolabah Capital
Macro

Is it time to fix that term deposit rate? What to expect from the RBA and interest rates in 2024

Latest CPI data shows Australian inflation continues to moderate, triggering a substantial shift in market sentiment on interest rates.
Carl Capolingua
Livewire Markets
Macro

Don't expect a Fed cut in March

At the January Federal Open Market Committee (FOMC) meeting, the benchmark policy rate remained at 5.25%-5.50% for the fourth consecutive meeting, which was in line...
Seema Shah
Principal Asset Management
Macro

The Fed abandons interest rate guidance: What's next?

A notable pushback from Jerome Powell hits the markets hard.
Hans Lee
Livewire Markets
Macro

The 5 biggest themes for investors in 2024

Morgan Stanley's Australian Investment Primer 2024 shares its forecasts and tips for the year.
AD8
CHN
CXO
+11
Sara Allen
Livewire Markets
Macro

Ken Griffin: The Federal Reserve can start to cut rates by June

An unnerving prediction, and a new investment play all featured in conversation.
Sara Allen
Livewire Markets
Macro

The uranium story is far from over

The latest episode of Stocks Neat explores the year that was, the rapid increase in uranium prices and the small caps recovery.
Steve Johnson
Forager
Macro

The RBA's fight against inflation enters the last (and hardest) mile

Inflation falls below 4% on a headline level for the first time since the December quarter of 2021. But now, the hard work begins.
CHC
GMG
Hans Lee
Livewire Markets
Macro

January Podcasts: The state of the stock market

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

Do markets now expect the stage 3 tax cuts to be inflationary?

The Treasurer has been reported as saying the RBA Governor said the changes to the stage 3 tax cuts won’t be inflationary.
Jonathan Kearns
Challenger
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