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Macro

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

Macro

Risks around a sharp rise in unemployment

Falling job vacancies could see sharp increases in unemployment in the US and UK, while the EA and Australia look further from this point.
Kieran Davies
Coolabah Capital
Macro

Soft serve

What happened in June.
Kerry Craig
J.P. Morgan Asset Management
Macro

2023-24 saw strong investment returns again – but can it continue?

More central banks moving to cut rates, including the RBA early next year, should provide support for investment returns.
Shane Oliver
AMP
Macro

What to expect from the Fed this financial year

Despite reduced Fed rate cut expectations for this year, the outlook for risk assets remains positive. The same economic strength that is delaying rate cuts should...
Seema Shah
Principal Asset Management
Macro

June 2024 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

How should your portfolio be positioned if the RBA's next move is a hike?

AMP's Shane Oliver and Oreana's Isaac Poole are here to quell your concerns and turn them into opportunities.
Hans Lee
Livewire Markets
Macro

Straw that breaks the RBA’s back? Does CPI “shocker” guarantee an August rate hike?

The consensus in the market and among brokers is converging on an interest rate hike in August, but it’s far from a certainty.
Carl Capolingua
Livewire Markets
Macro

Are we heading for Tech Boom 2.0?

There are considerable parallels between the tech boom in the early 2000s and the AI boom of the last year.
Damien Klassen
Nucleus Wealth
Macro

The RBA should hike in August

Underlying inflation is proving more persistent than the RBA had expected.
Kieran Davies
Coolabah Capital
Macro

High French public debt & political risks

A snap election seems likely to lead to a marked deterioration in an already difficult fiscal outlook for France.
Kieran Davies
Coolabah Capital
Macro

2024: The year of elections

Recent election surprises in Mexico, India, and the European Union have underscored the volatility that can arise from unforeseen political outcomes. These events...
Seema Shah
Principal Asset Management
Macro

UK Claimant count increases to 50.4K, US Federal Reserve holds steady at 5.50%

We look at five of the biggest developments across global markets for the week ending 21 June 2024
BHP
FMG
ORG
+2
Hue Frame
Frame Funds Management
Macro

272,000 US jobs is not the same in old money

Interest rate cuts are being delayed, a pattern repeated many times this year.
Chris Iggo
BNP Paribas Asset Management
Macro

Retailers feeling the heat (or lack of it!)

The RBA retains a mildly hawkish bias, which looks increasingly offsides to the domestic economy, which continues to weaken. We position accordingly.
KMD
David Berthon-Jones
Aequitas Investment Partners
Macro

Morgan Stanley’s 5 high conviction calls for the next 6 months

And why the team is overweight European and Japanese equities
Sara Allen
Livewire Markets
Macro

More Power!

Key Points: • Global electricity demand is expected to continue to rise in the decades ahead, driven by emerging markets trending towards developed market status, the...
Alex Cathcart
Drummond Capital Partners
Macro

The RBA did not consider a cut at its June meeting - but it did consider a hike

The narrow path to a soft landing, in the RBA Governor's own words, "appears to be getting narrower".
Hans Lee
Livewire Markets
Macro

Why Labor needs these investors to make key policy measures work

And a recap of what Federal Treasurer Dr Jim Chalmers MP has budgeted for.
Sara Allen
Livewire Markets
Macro

Forget June meeting, August still ‘live’ for RBA rate hike –Morgan Stanley

Tomorrow’s RBA meeting isn't expected to yield a change, but August's meeting is 'live' for a rate hike according to Morgan Stanley.
Carl Capolingua
Livewire Markets
Macro

Federal Reserve dot plot is conflicted and open to persuasion

Recent focus has centered on the Federal Open Market Committee’s dot plot, which now suggests just one rate cut in 2024. However, a closer examination reveals the...
Seema Shah
Principal Asset Management
Macro

UK Claimant count increases to 50.4K, US Federal Reserve holds steady at 5.50%

We look at five of the biggest developments across global markets for the week ending 15 June 2024
BHP
FMG
GMG
+2
Hue Frame
Frame Funds Management
Macro

Policy rules point to central banks diverging on rates

A policy rule still points to a slow/shallow rate cut cycle in the US, steady rate cuts in the EA, and that the RBA should hiked a bit more.
Kieran Davies
Coolabah Capital
Macro

A September cut is back on the table

May CPI Data - Seema Shah
Seema Shah
Principal Asset Management
Macro

Just one cut this year… but do they reeeeallly mean that?

The Federal Open Market Committee (FOMC) kept the benchmark policy rate at 5.25%-5.50% today for the seventh consecutive meeting. More significantly, the latest dot...
Seema Shah
Principal Asset Management
Signal or Noise

6 opportunities for Australian income investors

TDs are the safest bet around - but are they the smartest?
HLI
SUN
WOR
Hans Lee
Livewire Markets
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