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Macro

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

Macro

China trouble not all doom for Australia

Perhaps more than any other developed country in the world, Australia has benefitted from the 30 years of rapid Chinese industrialisation
David Bassanese
Betashares
Macro

A big disinflation tailwind is coming

The US economy is showing signs of accelerating growth. We discuss the impact of shelter costs in driving disinflation.
Chris Bedingfield
Quay Global Investors
Macro

Can we stop worrying about inflation yet?

Inflation. It has been one of the dominant themes influencing financial markets over the past few years. It rose to multi-decade highs in most advanced economies and...
Janu Chan
Bitesized Economics
Macro

Australia's Rate Surprise

Key Points: • Australia is at, or close to the end, of the fastest monetary policy tightening cycle since the late 1980s. • Every economic cycle is unique, but most...
Alex Cathcart
Drummond Capital Partners
Macro

Could Japan become the surprise growth story over the coming decade?

Japan has lived inside a deflationary bubble for three decades. Yet remarkably, it seems that bubble has now finally burst…
James Cooper
Fat Tail Investment Research
Macro

Growth at a reasonable yield - GARY Top 10: September 2023

As we navigate the ever-evolving landscape of investment, data-driven strategies are emerging as the compass to navigate the challenges posed by rising bond yields,...
ANN
ASB
ASX
+7
Mathan Somasundaram
Deep Data Analytics
Macro

10 things every investor should know right now

Livewire's economics series takes you through the key data points every investor should know.
Hans Lee
Livewire Markets
Macro

Dwindling oil reserves, India’s economy, and Jackson Hole

This week’s charts begin with an examination of the US Strategic Petroleum Reserve
Macrobond Financial
Macrobond Financial
Macro

RBA held interest rates steady at 4.1%, Bank of Canada left interest rates unchanged at 5%

Weekly Update | 8th September 2023
Hue Frame
Frame Funds Management
Macro

Country Garden - Not your garden-variety kind of crisis

A default has been averted at one of China's largest property developers. But what now?
Janu Chan
Bitesized Economics
Macro

Strong unit labour costs challenge the RBA

Strong unit labour costs risk delaying the return of inflation to the 2-3% target band
Kieran Davies
Coolabah Capital
Macro

An expanded BRICS will take some time to make progress on “de-dollarisation”

More trading in each other’s currencies will likely come first.
Macrobond Financial
Macrobond Financial
Macro

The RBA kept rates on hold in September 2023. Here's what that means

Today’s RBA interest rate decision saw Philip Lowe announce a hold at 4.10% for the Australian cash rate.
Sara Allen
Livewire Markets
Macro

5 things you need to know about consumption, profits and what that means for investing

The ABS has released its latest data on household data, business indicators and inflation. This is what it all means in brief.
Sara Allen
Livewire Markets
Macro

Philip Lowe led the RBA for 7 years, but what legacy has he left behind?

In this wire, I outline five pivotal moments from the soon-to-be ex-governor's time at the helm of the RBA.
Hans Lee
Livewire Markets
Macro

No quick fix for the Chinese economy

China is dealing with a property market overhang.
Kieran Davies
Coolabah Capital
Macro

Scary Septembers for stocks, money supply and world inflation

As we move into the Northern Hemisphere autumn, this week’s charts begin with a visualisation of stocks in September
Macrobond Financial
Macrobond Financial
Macro

Liquidity crisis shocks investors

Unlisted property and debt markets are facing a huge liquidity crunch
Christopher Joye
Coolabah Capital
Macro

US JOLTS declined sharply to 8.83m, Australian CPI y/y fell 4.9%

Weekly Update | 1st September 2023
Hue Frame
Frame Funds Management
Macro

What CEOs have been saying during the ASX reporting season

This special edition includes quotes across the entire month of August taken from company results, presentations and earnings calls.
Robert Miller
NAOS
Macro

Iron ore, cracks in Chinese and US property, and the crash in PPIs

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

Road-testing the "Fed" model of valuing US stocks

It is simpler to use PE ratios to value stocks than the "Fed" model of the equity risk premium.
Kieran Davies
Coolabah Capital
Macro

Why China's economic growth is slowing and what it means for Australian investors

Australia can no longer rely on the strength of the Chinese economy to support growth.
Shane Oliver
AMP
Macro

Heatmapping the world: In search of inflation’s hottest and coldest spots

From Asia-Pacific to Latin America, the global inflation picture is diverging.
Macrobond Financial
Macrobond Financial
Macro

Qantas and Australia's skies clouded by soaring airfares, anti-competitive behaviour, and nepotism

The skies above Australia have long symbolised freedom, exploration, and connection. Yet, in recent years, these skies have become shrouded in clouds of...
QAN
Roger Montgomery
Montgomery Investment Management
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