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Macro

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

Macro

Australian growth on the mend - implications for profits and interest rates

While there are reasons for caution, there are also reasons for optimism as the wealth effect holds up the consumer and drives share market.
Shane Oliver
AMP
Macro

Small businesses not yet increasing prices

Survey results from the Principal Well-Being Index showed that small and medium-sized businesses are likely to absorb cost increases from higher tariffs, largely in an...
Seema Shah
Principal Asset Management
Macro

Finding the picks and shovels when investing through volatility

Spotting the winners and losers from an emerging investment theme is not always straightforward. What looks like sure things at the outset can end up letting you down,...
Tom Stevenson
Fidelity International
Macro

Aussie banks issue more bonds with local funds now the main domestic buyer

Bank funding is relying more on bank bonds and local investment and pension funds have grown in importance as buyers of these bonds.
Kieran Davies
Coolabah Capital
Macro

Bad news is good news: Lazard's Ron Temple on global markets and where investors need to be cautious

The respected chief market strategist on where he sees the global winners and losers and why investors need to expect more volatility.
Tom Stelzer
Livewire Markets
Macro

10 key lessons from August reporting season

Markets looked past earnings to guidance. From rates to margins, these lessons reveal how to navigate the cycle ahead.
ADH
AX1
BHP
+8
Stephanie Gardner
Livewire Markets
Macro

Surprise, elevated inflation in Australia isn't going away

Australia’s inflation re-accelerates, testing the RBA’s credibility as rising CPI and core prices challenge dovish policy bets.
Damien Boey
Wilson Asset Management
Macro

What's in store when markets meet the mountains at Jackson Hole?

In 1982, the Federal Reserve Bank of Kansas City moved its then newish annual gathering of central bankers, academics and policy makers to a fly-fishing resort in...
Tom Stevenson
Fidelity International
Macro

Rate cuts in focus: Diverging data and the politics of monetary policy

Markets are grappling with a complex and often contradictory economic landscape. As Chair Powell noted in his speech at the 2025 Jackson Hole Economic Symposium,...
Seema Shah
Principal Asset Management
Macro

The need to raise living standards through productivity

Unless Australia invests more in its workers and technology, poor productivity will leave living standards stuck in a rut.
Kieran Davies
Coolabah Capital
Macro

Market update: A stalling US economy?

Near-term US economic and monetary policy expectations have shifted
Chris Iggo
AXA Investment Managers
Macro

Compound interest and returns are an investor’s best friend

Einstein called it the 8th wonder of the world. For investors, it’s magic. For borrowers, a nightmare. Here’s why compounding matters.
Shane Oliver
AMP
Macro

When credibility isn’t at stake

RBA’s dovish stance faces scrutiny as growth holds firm, inflation risks linger, and bond markets price in aggressive rate cuts.
Damien Boey
Wilson Asset Management
Macro

The RBA trims the neutral policy rate and lowers potential output, productivity growth, & the NAIRU

The RBA has marked down potential growth on slower productivity growth, while trimming the neutral policy rate and lowering the NAIRU.
Kieran Davies
Coolabah Capital
Macro

Grinding through 2025

Key Points: Economic growth in the US has slowed in the first half of the year, driven by lower household spending. The economy is beginning to feel the effects of...
Alex Cathcart
Drummond Capital Partners
Livewire Live

Macquarie’s Viktor Shvets joins 17 of Australia’s top investors at Livewire Live

Early bird offer ends this Friday.
James Marlay
Livewire Markets
Macro

When cash is trash: Gold tells the real story for Aussie investors

The gold price is up nearly 40% in Australian dollar terms in just 12 months, as cash continues to lose value rapidly.
Tom Richardson
Livewire Markets
Macro

The naivety behind tariffs - Why economics is never that simple

Trade uncertainty may be easing as the US strikes deals with partners, but import tariffs remain high in the world’s largest economy.
Chris Iggo
AXA Investment Managers
Macro

A (key)word says 1000 pictures – reporting season analysis

Not sure where to start this ASX FY25 reporting season? NAOS analyses keywords in earnings call transcripts to reveal the common themes.
Robert Miller
NAOS
Macro

Time for a victory lap on inflation?

Rate cut priced in, but our models show inflation could remain near the top of the RBA’s target band.
Damien Boey
Wilson Asset Management
Macro

The Fed should cut interest rates

The Fed should cut rates given consumer spending has stalled and core inflation is tracking slightly below its forecast profile.
Kieran Davies
Coolabah Capital
Macro

Taiwan's mega US debt pile raises alarm amid US dollar weakness, Man Group warns

A Taiwanese debt elephant in the room is being missed by complacent share market investors, according to Man Group's Andrew Swan.
Tom Richardson
Livewire Markets
Macro

J.P. Morgan’s 2025 outlook on equities, bonds and alternatives

From AI to alternatives, J.P. Morgan AM highlights the themes investors should back to ride out volatility and capture 2025 opportunities.
Anna Dadic
Livewire Markets
Macro

The Fed is ruling nothing out

At its July meeting, the Federal Open Market Committee (FOMC) decided to keep its benchmark policy rate unchanged at 4.25%-4.50% as expected. However, this was not a...
Seema Shah
Principal Asset Management
Macro

Tariffs, tensions and turning points: Lazard's stark mid-year global outlook

Structural shifts in trade, immigration and fiscal policy could reshape markets.
Ronald Temple
Lazard Asset Management
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