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Macro

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

Macro

German confidence, Vegas gamblers and explaining currencies

This week’s charts begin with a “traffic light” measurement of German business confidence.
Macrobond Financial
Macrobond Financial
The Rules of Investing

3 reasons why the US economy has achieved a miraculous "soft landing"

KKR's Frances Lim tells us why she's bullish amid today's volatility, and where she sees the best value
The Rules of Investing
Livewire Markets
Macro

Chinese 1yr loan prime rate cut by 10 basis points, German flash manufacturing PMI declined to 39.1

Weekly Update | 25th August, 2023
Hue Frame
Frame Funds Management
Macro

The crisis that China has to have?

It is widely acknowledged that troubled China's property developers will not trigger a 'Lehman moment". But the sector is still in crisis.
Janu Chan
Bitesized Economics
Macro

Jackson Hole Preview: Will a hawkish Powell trample markets?

Will Powell unleash another hawkish spiel about how the Fed must 'keep at it until the job is done'?
Kerry Sun
Livewire Markets
Macro

Buy the dip on this fake China crisis!

Callum Newman of Fat Tail Investment Research shares two indicators that show China is not close to a financial crisis...
Callum Newman
Fat Tail Investment Research
Macro

The China snowball is getting bigger

The snowball might become too large to stop. To date, China looks unwilling to pay the price. If it waits too long, it might be unable.
Damien Klassen
Nucleus Wealth
Macro

Commercial Property in Crisis, Default Cycle Ramps Up & Non-Banks Under Pump

Listen to my latest podcast interview on the cracks busting open commercial real estate and risky lenders
Christopher Joye
Coolabah Capital
Macro

China's economy is a house on fire, and this time it can't build its way out of the mess

What's going on in the middle kingdom alongside its troubled property sector?
David Thornton
Livewire Markets
Macro

Capital cities, British purchasing power and dwindling US savings

This week’s charts begin with a visualisation of how countries dominated by their capital city
Macrobond Financial
Macrobond Financial
Macro

Japan’s inflation revolution

Nominal GDP, wages and corporate revenues are growing at the fastest rate in 30 years.
Macrobond Financial
Macrobond Financial
Macro

New Zealand held interest rates steady at 5.5%, UK annual CPI y/y fell to 6.8%

Weekly Update | 18th August, 2023
Hue Frame
Frame Funds Management
Macro

Chinese real estate – is contagion building?

In this wire we outline all the key developments in China’s real estate market since our last update in mid-July
Chris Watling
Longview Economics
Macro

US resilience helped by loose fiscal policy

The US budget is still deep in the red this far into the economic recovery.
Kieran Davies
Coolabah Capital
Macro

Average weekly earnings grow strongly

Another measure of wages shows labour costs are growing strongly.
Kieran Davies
Coolabah Capital
Macro

Inflation is dead. Enter the next bull market

Inflation rates have dropped dramatically, and we expect them to drop even further. This is good news for long-term investors.
Jai Mirchandani
ELM Responsible Investments
Macro

Some colour on the distribution of pay rises

Workers securing pay rises are achieving large increases.
Kieran Davies
Coolabah Capital
Macro

Back from the brink

US activity continues to surprise to the upside, with stronger GDP and a resilient US consumer pushing back recession fears, for now.
Sebastian Mullins
Schroders
Macro

Pushing out the recession call

We pushed back our recession call to the end of 2023 or first quarter of 2024, despite our US recession probability model remaining high.
Mihkel Kase
Schroders
Macro

What's going on in China's property market and what does it mean for your money?

Will Country Garden become the next Evergrande? We find out.
BHP
FMG
+1
Hans Lee
Livewire Markets
Macro

9 key macro insights (and why China could be our way out)

VanEck's latest quarterly macro markets commentary balances sobering global views alongside some brighter spots closer to home
Glenn Freeman
Livewire Markets
Macro

The sectors and asset classes MLC is backing as the inflation fight rolls on

There is nothing melodious about inflation, but it is the recurring melody of the times in which we currently live.
Dan Farmer
MLC Asset Management
Macro

Early hikers, NFP revisions and aggressive asset allocation

This week’s charts begin with a visualisation of “early hikers”
Macrobond Financial
Macrobond Financial
Macro

Chinese CPI y/y fell -0.3%, US core inflation m/m steady at 0.2%

Weekly Update | 11th August, 2023
Hue Frame
Frame Funds Management
Macro

Recession versus “goldilocks”: 5 reasons why we could still avoid recession

Just because it hasn’t happened yet does not mean it won’t.
Shane Oliver
AMP
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