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Macro

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

Macro

China's economic crossroads: Can growth be revived?

Does China’s recent economic weakness bely a broken economic model?
Macrobond Financial
Macrobond Financial
Macro

National income rebounds and companies keep hiring

Business turnover rebounded in Q3, while payroll jobs continue to trend higher.
Kieran Davies
Coolabah Capital
Macro

Mixed signals from real estate prices for central banks

General strength in residential real estate prices contrasts with pronounced weakness in commercial property prices.
Kieran Davies
Coolabah Capital
Macro

How the global oil supply chain could be splintered

Antipodes latest podcast episode covers recent developments in the global oil market.​​​
Antipodes Partners
Antipodes
Macro

Searching for peak yields as we enter a dangerous new phase

The significant tightening in financial conditions resulting from the increase in real yields poses new risks for the global economy.
Kellie Wood
Schroders
Macro

Yuan is weighed down by monetary divergence – but supported by the current account

Charting the factors that influence the yuan/dollar exchange rate.
Macrobond Financial
Macrobond Financial
Macro

The RBA hikes interest rates again. But will this be the last one?

425 basis points worth of rate hikes are in the can. But will there be another 25 before Christmas?
Hans Lee
Livewire Markets
Macro

Australian recession not to be disregarded

Composite leading indicators suggest that a contraction or recession in Australia should not be disregarded (Siwat Nakmai).
Macrobond Financial
Macrobond Financial
Macro

Stock valuations, European gloom and bullish Japan

This week’s charts begin with GARP – “Growth at a reasonable price”
Macrobond Financial
Macrobond Financial
Macro

The US Sahm rule recession indicator edges up

US unemployment has edged up to almost 4%
Kieran Davies
Coolabah Capital
Macro

Chinese manufacturing PMI fell to 49.5, New Zealand unemployment rate rose to 3.9%

Weekly Update | 3rd November, 2023
FMG
+2
Hue Frame
Frame Funds Management
Macro

Markets are less sure the Fed and RBA will hit their inflation targets

Market measures of expected inflation have picked up, which is unusual this late in the cycle.
Kieran Davies
Coolabah Capital
Macro

A broad recovery in world house prices

House prices are buoyant ahead of an expected rise in unemployment
Kieran Davies
Coolabah Capital
Macro

Strong US wages growth continues

Wages growth has slowed, but was the fastest in trend terms since 2000.
Kieran Davies
Coolabah Capital
Macro

Australia's slow inflation descent raises rate risks

The September quarter’s above consensus reading for both headline and underlying inflation materially increases the risk of a November rate hike next week, in our...
David Cassidy
Wilsons Advisory
Macro

5 reasons why the RBA will hike next week (and the key reason it may not)

An upside surprise to quarterly inflation has economists rushing into the "one more hike" option.
Hans Lee
Livewire Markets
Macro

October 23 podcasts: rental crisis, oil fueling inflation, US tech, and AgrInvest

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

Real yields, Taiwanese trade and Bitcoin’s rally

This week’s charts begin with a historic look at US bond returns
Macrobond Financial
Macrobond Financial
Macro

UK claimant count change soared 20.4k in Sept, Australia’s CPI y/y rose to 5.6%

Weekly Update | 27th October, 2023
FMG
+2
Hue Frame
Frame Funds Management
Macro

Watching the NBER’s six recession indicators as US growth confounds the skeptics

We created a dashboard to monitor employment, spending and more.
Macrobond Financial
Macrobond Financial
Macro

The growth thematics immune to economic volatility

There are still long-term growth opportunities for infrastructure despite the current economic and geopolitical environment.
Sarah Shaw
4D Infrastructure
Macro

A likely "material upward revision" to the RBA's inflation outlook

The big forecast miss on Q3 inflation risks a slower return of inflation to target
Kieran Davies
Coolabah Capital
Macro

The ECB assesses this cycle’s slowdown with a “pause” likely

Our economist examines Europe’s slowing but persistent inflationary pressures.
Macrobond Financial
Macrobond Financial
Macro

The biggest surprise from today's inflation print

In this wire, I take you through everything you need to know about today's CPI data.
Diana Mousina
AMP
Macro

RBA should hike in November on higher inflation

Underlying inflation is tracking well above the RBA's forecast profile
Kieran Davies
Coolabah Capital
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