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Macro

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

Macro

Chinese CPI rises marginally to 0.3% y/, US Core Producer Price Index rises 0.5%

We look at five of the biggest developments across global markets for the week ending 17 May 2024
BHP
+2
Hue Frame
Frame Funds Management
Macro

Finally, some good inflation news

Markets are certainly relieved that last night's US inflation number has reduced the tail risk of another hike.
Seema Shah
Principal Asset Management
Signal or Noise

What would you change if you were Treasurer for a day?

In this bonus episode of Signal or Noise, our three economists share what they would do if they were Treasurer for a day.
Hans Lee
Livewire Markets
Macro

Could the Federal Budget drive an RBA rate rise?

And the other highlights investors need to know.
BKW
COL
+10
Sara Allen
Livewire Markets
Macro

What the Federal Budget means for the RBA and your investments

Structural budget deficits remain in the medium term as the revenue windfall fades and spending remains high.
Shane Oliver
AMP
Signal or Noise

What will the RBA do next? (And what does it mean for your money?)

The first ever Signal or Noise Economists' Roundtable parses through the key policy issues affecting today's investing environment.
Hans Lee
Livewire Markets
Macro

Central banks constantly say they are "data dependent". Here's why you should ignore them

The Fed is going to cut rates, but slowing growth means it may not be the time to be chasing equity returns.
Isaac Poole
Ascalon Capital
Macro

BOE leaves rates steady at 5.25%, British Construction PMI rises to 53.0

We look at five of the biggest developments across global markets for the week ending 10 May 2024
MQG
+1
Hue Frame
Frame Funds Management
Signal or Noise

3 things investors should watch for in next week's Federal Budget

This month's Signal or Noise Rapid Fire previews one of the most important Federal budgets in recent memory.
Hans Lee
Livewire Markets
Macro

Riding the wave: Global markets eye growth as inflation eases, bonds offer resilience

Inflation is coming down, but the phrase “the final mile of disinflation is hard” is a well uttered one.
Chris Iggo
BNP Paribas Asset Management
Macro

The return of the operating leverage

The return of operating leverage may be one of the most important but underappreciated developments in 2024 and could be quietly driving a positive shift in market...
+1
Scott Helfstein
Global X ETFs
Macro

US inflation could take longer to reach the Fed's 2% target

Any delay in achieving the 2% inflation target points to interest rates staying high for longer
Kieran Davies
Coolabah Capital
Macro

Conflicting messages on policy from the RBA

The RBA thinks rates are at the right level to to return inflation to target, but discussed hiking today and warned on upside risks.
Kieran Davies
Coolabah Capital
Macro

The RBA holds interest rates at 4.35% - but will it rule anything in or out?

Will markets get the change in language they have been yearning for?
Hans Lee
Livewire Markets
Macro

Rents pose a risk to US inflation

Measures of new rents are giving conflicting signals on the outlook for housing costs, which are a key driver of inflation.
Kieran Davies
Coolabah Capital
Macro

What the smartest rates strategist on the street thinks about RBA

Barrenjoey's Andrew Lilley is miles ahead of both his peers and the RBA
Christopher Joye
Coolabah Capital
Macro

Should we “sell in May and go away”?

We continue to see shares having reasonable returns this year but expect a more constrained and volatile ride over the rest of the year.
Shane Oliver
AMP
Macro

Finally some relief - April Jobs Report

For the first time in several months, the jobs report brought relief to markets. Payroll gains dropped from above 300,000 to 175,000 in April, below market...
Seema Shah
Principal Asset Management
Macro

Chinese Manufacturing PMI steady at 50.4, US employment cost index rises 1.2% q/q

We look at five of the biggest developments across global markets for the week ending 3 May 2024
FMG
MQG
+2
Hue Frame
Frame Funds Management
Macro

Powell is still a dove at heart

Following a fairly terse opening statement where the Fed noted that there has been a lack of inflation progress of late, Powell’s press conference ultimately delivered...
Seema Shah
Principal Asset Management
Macro

RBA 40-60 hike vs hold, and you can forget about a rate cut in the next 12 months

Markets were expecting the next move in interest rates to be down, but after worse than expected inflation data a hike is back on the table.
Carl Capolingua
Livewire Markets
Macro

Why investors should be keeping one eye on this key economic data point

Central banks are paying more attention to these supply shocks in assessing their inflation outlook.
Diana Mousina
AMP
Macro

New Zealand in recession

NZ unemployment continues to rise as employment falls.
Kieran Davies
Coolabah Capital
Macro

The improvement in US wages growth stalls

Wages growth has slowed a lot from its COVID peak, but the improvement looks to have broadly stalled recently.
Kieran Davies
Coolabah Capital
Macro

Higher core inflation should challenge ECB signalling of a June rate cut

Euro area core inflation has picked up recently in trend terms on stronger services inflation.
Kieran Davies
Coolabah Capital
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