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Macro

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

Macro

ASX rises, bond yields and rate bets fall as Australian inflation comes in cold

The ABS' monthly inflation indicator comes well under expectations at 4.9%.
Hans Lee
Livewire Markets
Macro

A bold look at sovereign default risks

Our guest blogger examines sovereign default risks.
Macrobond Financial
Macrobond Financial
Macro

Argentina’s economy, FactSet ratings and tapped-out consumers

This week’s edition begins with a special guest chart.
Macrobond Financial
Macrobond Financial
Macro

5 reasons to expect the Australian Dollar to rise (and what investors can do about it)

There is a case for Australian investors to tilt to hedged global investments while maintaining a decent exposure to foreign currency.
Shane Oliver
AMP
Macro

US revised UoM consumer confidence grew to 61.3, Germany’s flash manufacturing PMI rose to 42.3

Weekly Update | 24th November, 2023
BHP
RIO
+2
Hue Frame
Frame Funds Management
Macro

Modeling how German inflation might be easing with Indicio

Our economist examined price pressures in Europe’s economic engine.
Macrobond Financial
Macrobond Financial
Macro

RBA Governor Bullock: Australia has a "homegrown" inflation problem, more rate hikes are likely

At the Australian Business Economists' flagship event, Reserve Bank Governor Michele Bullock signalled the Bank may not be done yet.
Hans Lee
Livewire Markets
Macro

Rebounding populations contribute to higher real house prices and rents

Most countries have seen their populations rebound from COVID, which looks to have contributed to higher real house prices and rents.
Kieran Davies
Coolabah Capital
Macro

The clock is ticking on the US economy

Some analyses suggest that stagflation or economic contraction is imminent.
Macrobond Financial
Macrobond Financial
Macro

Corporate insolvencies continue to climb

Insolvencies are at their highest level since 2015.
Kieran Davies
Coolabah Capital
Macro

3Q Earnings. Recovery gets pushed another quarter out

I've spoken about the next couple of reporting seasons being crucial in working out the path for stocks. Earnings have been coming in negative for the last few...
Damien Klassen
Nucleus Wealth
Macro

The impact of conflict in the Middle East on clean energy transition

War in the Middle East has sent shockwaves around the world. The scale of the human tragedy and the complexity of the geopolitical issues are hard to exaggerate, and...
Ted Franks
Pengana Capital Group
Macro

Is now a good time to buy a property?

Plus, the panel has a robust discussion on what it will take to achieve our national housing goals.
Hans Lee
Livewire Markets
Macro

Investor sentiment, Japan’s hot inflation and rainy England

This week’s charts begin with a barometer measuring bullish and bearish US stock investors.
Macrobond Financial
Macrobond Financial
Macro

Reserve Bank's inflation challenge

The Reserve Bank's battle to tame inflation will be a slog. Here's why.
+2
Kiryll Prakapenka
Fat Tail Investment Research
Macro

Australia’s unemployment rate edged up to 3.7%, US retail sales fell - 0.1% m/m in October

Weekly Update | 17th November, 2023
BHP
FMG
+2
Hue Frame
Frame Funds Management
Macro

New podcast interview: Buying bank bonds yielding 7.5% pa & why fixed-rate bond duration is attractive

In this episode we consider optimal asset-allocation between floating-rate and fixed-rate bonds and argue duration is looking attractive
Christopher Joye
Coolabah Capital
Macro

Why hasn’t consumer spending fallen off a cliff?

Interest rate hikes have not stopped consumers spending as abruptly as many had expected, due to full employment and rising real wages. Global investors might consider...
+3
Tim Richardson
Tim Richardson
Pengana Capital Group.
Macro

Good news on US inflation points to the Fed on hold next month

The Fed seems likely to hold rates steady at its final policy meeting this year.
Kieran Davies
Coolabah Capital
Macro

The widening US budget works against the Fed

Budget positions across the US, euro area and Australia are widely dispersed despite unemployment still near its lowest level in decades.
Kieran Davies
Coolabah Capital
Macro

Where the Australian economy is headed and what investors need to know

Insights from the RBA's Marion Kohler, Assistant Governor - Economics (Acting) on the economic outlook.
Sara Allen
Livewire Markets
Macro

Daily data on China, UK borrowing plans and record bond short bets

This week’s charts begin with a look at a daily time series for the Chinese economy
Macrobond Financial
Macrobond Financial
Macro

RBA hiked interest rates 0.25%, New Zealand inflation expectations q/q eased 2.76%

Weekly Update | 11th November, 2023
GMG
+2
Hue Frame
Frame Funds Management
Macro

The one asset you must own if a "crisis of confidence" grips financial markets

The subject of one of Livewire's most viewed interviews offers an update to his views - from the outsider's perspective.
Hans Lee
Livewire Markets
The Rules of Investing

We are in the midst of a social, economic, financial and political crisis

This week's interviewee is one familiar to long-time viewers and readers of the Livewire website.
The Rules of Investing
Livewire Markets
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