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Macro

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

Macro

This economist has correctly predicted each of the RBA's last 12 moves. Here is how he does it

George Tharenou, UBS' Chief Economist for Australia, has called every RBA decision correctly since July 2022. He tells us how he does it.
Hans Lee
Livewire Markets
Macro

Ozempic comes for the ERP

Risk premia are getting thin, again.
David Berthon-Jones
Aequitas Investment Partners
Macro

Latest podcast interview: Winners and losers in FY23 and best opportunities for returns for FY24...

Have a listen to the latest punchy episode of our Complexity Premia podcast....
Christopher Joye
Coolabah Capital
Macro

Will inflation end with a bang?

In recent months we have been cautious about the outlook for 2023. That’s because Central Banks are fighting inflation by using higher interest rates to increase the...
CSL
WOR
Leon de Wet
Elston Asset Management
Macro

Can China export deflation to the rest of the world?

In a world in where much of the world is grappling with inflation, it might seem strange that inflation is virtually non-existent in China. In fact, in data released...
Janu Chan
Bitesized Economics
Macro

Europe’s labour snap-back, gold and the US manufacturing boom

This week’s charts begin with a dashboard breaking down the much tighter labour markets of the OECD
Macrobond Financial
Macrobond Financial
Macro

US wages growth picks up over the past few months

The resilience of wages growth likely reinforces the Fed's concern that it may take longer for core inflation to return to the 2% target.
Kieran Davies
Coolabah Capital
Macro

Are risk premia high enough?

Equity and property risk premia look far too low right now...
Christopher Joye
Coolabah Capital
Macro

Why FY24 could extend FY23's stock market rebound

After the rough ride of 2021-22, 2022-23 turned out to be a good one for investors as shares rebounded.
Shane Oliver
AMP
Macro

The way inflation is calculated could be flawed. Here's one potential solution

The last two years have been dominated by inflation and rate hikes. But what if the data, not the policymakers, are at fault?
Hans Lee
Livewire Markets
Macro

The Macquarie stock pick to play the housing recovery

House prices continued to recover in June. Will this continue, and how can investors get in on the action.
BLD
William Heine
Livewire Markets
Macro

The RBA pauses for the 2nd time in 14 months (but don't rejoice just yet)

August's meeting is still live - if you believe the prognostications of Australia's newest rates whisperer.
Hans Lee
Livewire Markets
Macro

June 2023 Podcasts: Dedollarisation, Wagner, NVIDIA and what is the RBA doing?

Below is a summary of the topics we covered on the Nucleus Investment Insights show this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Macro

Why the ASX is trading like a recession is coming (and the NASDAQ isn't)

Livewire's Signal or Noise combs through the incredible and highly variable price action in markets over the last month.
Hans Lee
Livewire Markets
Macro

Charts of the Week - Foreign workers in Japan, equities’ waning appeal and disinflation

This week’s charts begin by visualising the steady increase in foreign workers hosted by historically immigration-averse Japan.
Macrobond Financial
Macrobond Financial
Macro

Pain trade will persist

Higher long-term risk-free cash rates are going to create a protracted pain trade for risky assets.
Christopher Joye
Coolabah Capital
Macro

Why the next 3 months could dictate everything in markets

Morningstar, Longview Economics, and Barclays share three very different views on the outlook for financial markets.
Hans Lee
Livewire Markets
Expert Insights

The best opportunities for today's market (plus an asset to hold for the next 5 years)

While the market prognosis looks subdued, VanEck’s Jamie Hannah argues there’s plenty of opportunity for investors to capitalise on.
Sara Allen
Livewire Markets
Macro

Is the US recession finally here?

A key US recession indicator just turned red but what does it mean for equity investors?
Anthony Doyle
Anthony Doyle
Firetrail Investments
Macro

High underlying inflation places pressure for a July rate hike

Underlying inflation remains uncomfortably high.
Kieran Davies
Coolabah Capital
Macro

How Canberra’s finances have worsened – and why it matters

Analysis of its monthly financial statements since 2005 uncovers trends that commentaries about its annual budget downplay or overlook.
Chris Leithner
Leithner & Company Ltd
Macro

The Fed’s proper fight on inflation is just getting started

Inflation has been kind of an enigma for the world over the past few years. Policymakers dismissed rapidly rising inflation early on and viewed it as transitory. It...
Janu Chan
Bitesized Economics
Macro

The equity and property investor's need-to-know guide on the risk of an Australian recession

Why the worry? What's the risk? What does it mean for investors? I'll help answer all of those questions in this wire.
Shane Oliver
AMP
Macro

Real estate reckoning

For investors, this may seem daunting. But it also could be one of the best periods to deploy capital in decades.
PIMCO .
PIMCO
Macro

Bonds don’t need to be negatively correlated with equities

We sit down with Head of Research at Ardea Investment Management, Dr Laura Ryan and Portfolio Manager, Tamar Hamlyn to discuss the role of government bonds in an...
Ardea Investment Management
Ardea Investment Management
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