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Macro

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

Macro

Why we expect the RBA to cut later than markets expect

Our Australian economic analysis and market outlook for 2024
Emma Lawson
Janus Henderson
Macro

Charts of the Year: 2023’s most popular visualisations, Part II

To kick off the new year, we present you with a second volume of charts looking back at 2023.
Macrobond Financial
Macrobond Financial
Macro

December 2023 podcasts: Will 2024 crash Australia’s housing market?

Below is a summary of the topics we covered on Nucleus Investment Insights in the last month of 2023. See the links for more information.
Damien Klassen
Nucleus Wealth
Macro

Submission to the Covid 19 Response Inquiry

The disastrous overreaction to Covid 19 by Australian Governments will leave Australia worse off on health and economic grounds for decades
Jonathan Rochford
Narrow Road Capital
Macro

Canada’s median CPI flat at 3.4% y/y, US CB consumer confidence soared to 110.7

Weekly Update | 22nd December, 2023
MQG
+2
Hue Frame
Frame Funds Management
Macro

Charts of the Year: 2023’s most popular visualisations, Part 1

For our final edition of 2023, we look back at ten charts that generated some of the most engagement with the Macrobond community.
Macrobond Financial
Macrobond Financial
Macro

Federal Reserve charts path to monetary easing

The Fed and markets agree that rate cuts are coming, but less so on exactly when. Rather than being time dependent, the Fed will remain data dependent, likely...
Seema Shah
Principal Asset Management
Macro

What recession? Australia to accelerate through 2024

2024 looks set to surprise as the year of ‘reflation’ for economic growth and disinflation for cost growth.
Tim Toohey
Yarra Capital Management
Signal or Noise

The big signals every investor should watch ahead of 2024

Signal or Noise takes a look at the year that was 2023 - and prognosticates about what might happen in 2024.
MQG
+2
Hans Lee
Livewire Markets
Macro

Asset classes of 2023, Fed pivots in context and the Magnificent 7

As 2023 comes to a close, this week’s edition charts the winners and losers among asset classes and compares them to past years.
Macrobond Financial
Macrobond Financial
Macro

Australia’s unemployment rate rose to 3.9%, UK maintained interest rates at 5.25%

Weekly Update | 15th December, 2023
MQG
+2
Hue Frame
Frame Funds Management
Macro

Can active managers outperform when the global economy slows?

Higher interest rates and slowing consumer spending are bringing a much wider dispersion of company earnings and stock returns. This gives active global equity...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Macro

ECB is more hawkish than the Fed

The European Central Bank (ECB) kept its key policy rates on hold today for the second consecutive meeting. The interest rate on the main refinancing operations, the...
Seema Shah
Principal Asset Management
Macro

What Powell's pivot means for markets

December 2023 FOMC Meeting
Seema Shah
Principal Asset Management
Macro

Investors cannot ignore the debt-sustainability question

Despite a pullback in bond yields, clients at our Solving for 2024 event were still uncertain about how to invest in a world of runaway debt
Neuberger .
Neuberger
Macro

Why Morningstar thinks the US stock market is looking cheap

And their top picks for 2024.
Sara Allen
Livewire Markets
Macro

Amid a global slowdown, green shoots emerge

In this episode of ESG in 10, Charlotte O'Meara is joined by Gillian Jago, Senior Trader at Ardea Investment Management, to explore the dominance of Europe in...
Fidante .
Fidante
Macro

Consumer spending holds up even as real incomes slump

Households have started to tap the record excess savings buffers built up during COVID, offsetting the impact of falling real income.
Kieran Davies
Coolabah Capital
Macro

Where the best bargains in stocks can be found

Plus, why you should listen to sell-side analysts from time to time.
Macrobond Financial
Macrobond Financial
Macro

Australia left interest rates unchanged at 4.35%, US ISM services PMI soared to 52.7

Weekly Update | 8th December, 2023
SCG
Hue Frame
Frame Funds Management
Macro

The oil markets are starting to price in a Trump Presidency, even if the media are in denial

Media Commentators are currently behaving like the three wise monkeys with regards to Donald Trump; they don’t want to hear what he is saying, watch his rallies or...
Mark Tinker
Toscafund HK Limited and Market Thinking Limited
Macro

Why 2024 might see you get a pay rise in real terms

Falling inflation could have some unexpected benefits according to ANZ Senior Economist Adelaide Timbrell.
Sara Allen
Livewire Markets
Macro

Flat consumer spending & strong unit labour costs

Spending was held down by direct government cost-of-living subsidies in Q3, while unit labour costs continue to grow strongly.
Kieran Davies
Coolabah Capital
Macro

Is Australia set for a soft or hard landing in 2024?

The RBA has granted a festive reprieve for mortgage holders, keeping interest rates on hold in line with expectations after inflation continued to slow. The year 2023...
Darren Langer
Yarra Capital Management
Macro

The signals that central banks are watching now

Our economist looks at evolving data trends to assess growth, employment, inflation and hence policy action.
Macrobond Financial
Macrobond Financial
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