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Macro

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

Macro

How the US economy is standing out from the crowd

While other major economies stagnated or contracted in the second half of 2023, the U.S. economy has been thriving and has thus far weathered the most vigorous period...
Seema Shah
Principal Asset Management
Macro

French flash services PMI rallied to 48.0, US flash manufacturing PMI surged to 51.5

Weekly Update | 23rdFebruary, 2024
ASX
+2
Hue Frame
Frame Funds Management
Macro

More evidence of strong wages growth

The AWOTE and AWE measures of wages grew strongly at the end of last year.
Kieran Davies
Coolabah Capital
Macro

Why stocks could be boosted, thanks to a different "Taylor"

Listening to a different Taylor may deliver more Karma to your portfolio this year.
Alastair MacLeod
Elston Asset Management
Macro

5 key themes to watch in global real estate

Our global real estate outlook for 2024 highlights 5 key themes across senior housing, retail, industrial, Japan and data centres.
Chris Bedingfield
Quay Global Investors
Macro

China just made a historic rate cut - but markets aren't buying

More not less, seems to be the market's message.
Hans Lee
Livewire Markets
Macro

Why the path ahead favours income assets

Macro is a powerful explainer of why markets have moved sharply in the past, how they're behaving currently, and what may lie ahead
John Abernethy
Clime Asset Management
Macro

Why a global recession is not coming in 2024

We expect global growth to be around 2.5% in 2024, below the long-run average of 3% and lower than the IMF’s forecast.
Diana Mousina
AMP
Macro

Why it's the worst time to invest in US stocks in 20 years

...but the best time to invest in two well-known emerging markets.
Macrobond Financial
Macrobond Financial
Macro

Stalling disinflation delivers a heavy blow to rate expectations

The January Consumer Price Index (CPI) and Producer Price Index (PPI) inflation reports both came in hotter than expected—underscoring the challenge of reaching the...
Seema Shah
Principal Asset Management
Macro

Chart of the week - resurgence risk?

What if the opposite of recession and deflation happens...
Callum Thomas
Topdown Charts
Macro

New Zealand inflation expectations eased to 2.5% q/q, Australia’s unemployment rate rose to 4.1%

Weekly Update | 16th February, 2024
GMG
+2
Hue Frame
Frame Funds Management
Macro

A spike in unemployment on flat employment as hiring patterns change

A large spike in Australian unemployment and flat employment looks affected by changing hiring patterns.
Kieran Davies
Coolabah Capital
Macro

US core inflation picks up in January on stronger services

US core inflation picked up sharply at the start of the year.
Kieran Davies
Coolabah Capital
Macro

How these economists see geopolitical tensions affecting the markets

Three of Australia's leading economists share their thoughts on how the macro environment could play out.
Hans Lee
Livewire Markets
Macro

An optimist's guide to 2024's most important economic risks (Part 2)

Following on from Part 1, Yarra's Tim Toohey shares his thoughts on how macro optimism is informing the team's asset allocation calls.
Hans Lee
Livewire Markets
Macro

China's property crisis is far from over

It was sometime in mid to late 2021 when Evergrande first hit mainstream headlines. At the time, there were increasing reports that the developer was in financial...
Janu Chan
Bitesized Economics
Macro

Will the RBA wait until inflation is less than 3% to start cutting?

Analysis of previous examples of the RBA cutting interest rates before inflation was in the target range provides insights on what to expect
Jonathan Kearns
Challenger
Macro

How vulnerable are the world's biggest economies to a recession?

We recently created a “recession dashboard” for the US. It proved so popular that we’ve expanded this visualisation to more countries.
Macrobond Financial
Macrobond Financial
Macro

An optimist's guide to 2024's most important economic risks (Part 1)

Inspired by a Bloomberg article, we ask one of Livewire's most optimistic contributors to quell the fears of the pessimists.
Hans Lee
Livewire 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
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