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Macro

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

Macro

The US Fed: Good news is still bad news

The US Federal Reserve may have left the Fed funds rate unchanged, but it still triggered a sizeable reaction in financial markets.
Janu Chan
Bitesized Economics
Livewire Live

Schroders: Hiking interest rates further will not solve bigger problems

400 basis points worth of rate hikes has affected markets but its effect on the economy is of far greater relevance.
Hans Lee
Livewire Markets
Macro

How to position portfolios as the Fed presses pause

The Fed is approaching the end of its rate hike cycle. Cuts are more likely than not next year. This is a backdrop that favours bonds.
Isaac Poole
Ascalon Capital
Livewire Live

Can the RBA cut interest rates as soon as Q1 2024?

It's an out-of-consensus call, and a bullish one at that, but Diana Mousina of AMP says it's entirely possible.
Hans Lee
Livewire Markets
Macro

A divergent outlook for central banks after a year of tightening

Our economist anticipates a week of decisions in the US, UK and Japan.
Macrobond Financial
Macrobond Financial
Macro

Interest rates: lower and sooner?

Will the mantra of ‘higher for longer’ interest rates be superseded by ‘lower and sooner'?
Kiryll Prakapenka
Fat Tail Investment Research
Macro

Why you should look beyond the obvious for unique thematic investments

If you want to find less crowded opportunities in structural change, Westpac Private Bank's George Toubia says you'll need to dig deeper.
Sara Allen
Livewire Markets
Macro

Which forecasting school is crazy?

Macroeconomic forward data looks bad, actual data is OK. For stocks, the opposite. Bad results, great forecasts. Something doesn't add.
Damien Klassen
Nucleus Wealth
Macro

5 things you need to know about China’s shadow banking crisis and what it means for investments

Crises in the Chinese property and shadow banking sector may have commentators concerned with good reason.
BHP
RIO
Sara Allen
Livewire Markets
Macro

ECB expectations, US strikes and precious metals in China

This week’s charts begin with futures markets’ take on ECB interest rates
Macrobond Financial
Macrobond Financial
Macro

The potential economic impact of a China shock on Australia

A shock to Chinese demand would mainly be borne by lower incomes, with a lower AUD a critical shock absorber.
Kieran Davies
Coolabah Capital
Macro

US CPI y/y spikes to 3.7%, ECB raises rates to the highest level since 2001

Weekly Update | 15th September 2023
Hue Frame
Frame Funds Management
Macro

And up through the ground come a bubblin crude

Oil that is, black gold, Texas tea Oil demand is a key barometer of economic activity, and its price can have significant inflation implications. Since the end of...
Tony Sutton
Sintra Capital
Livewire Live

Is the free money era over? Why the jury is (still) out

Plus what are the major macro themes on the minds of the all-star panel from Livewire Live?
Chris Conway
Livewire Markets
Macro

Will markets force the BOJ to finally abandon negative rates?

With a resilient US facing higher rates for longer, the weak yen could lead to a big change in Japan.
Macrobond Financial
Macrobond Financial
Macro

China trouble not all doom for Australia

Perhaps more than any other developed country in the world, Australia has benefitted from the 30 years of rapid Chinese industrialisation
David Bassanese
Betashares
Macro

A big disinflation tailwind is coming

The US economy is showing signs of accelerating growth. We discuss the impact of shelter costs in driving disinflation.
Chris Bedingfield
Quay Global Investors
Macro

Can we stop worrying about inflation yet?

Inflation. It has been one of the dominant themes influencing financial markets over the past few years. It rose to multi-decade highs in most advanced economies and...
Janu Chan
Bitesized Economics
Macro

Australia's Rate Surprise

Key Points: • Australia is at, or close to the end, of the fastest monetary policy tightening cycle since the late 1980s. • Every economic cycle is unique, but most...
Alex Cathcart
Drummond Capital Partners
Macro

Could Japan become the surprise growth story over the coming decade?

Japan has lived inside a deflationary bubble for three decades. Yet remarkably, it seems that bubble has now finally burst…
James Cooper
Fat Tail Investment Research
Macro

Growth at a reasonable yield - GARY Top 10: September 2023

As we navigate the ever-evolving landscape of investment, data-driven strategies are emerging as the compass to navigate the challenges posed by rising bond yields,...
ANN
ASB
ASX
+7
Mathan Somasundaram
Deep Data Analytics
Macro

10 things every investor should know right now

Livewire's economics series takes you through the key data points every investor should know.
Hans Lee
Livewire Markets
Macro

Dwindling oil reserves, India’s economy, and Jackson Hole

This week’s charts begin with an examination of the US Strategic Petroleum Reserve
Macrobond Financial
Macrobond Financial
Macro

RBA held interest rates steady at 4.1%, Bank of Canada left interest rates unchanged at 5%

Weekly Update | 8th September 2023
Hue Frame
Frame Funds Management
Macro

Country Garden - Not your garden-variety kind of crisis

A default has been averted at one of China's largest property developers. But what now?
Janu Chan
Bitesized Economics
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