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Macro

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

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
Macro

Aussie corporate insolvencies explode: 868 businesses go bust in May, highest since 2015

There has been a sharp increase in insolvencies, led by construction and hospitality, coupled with a huge rise in non-bank RMBS arrears...
Christopher Joye
Coolabah Capital
Macro

Charts of the week: China’s weak borrowing, central bank challenges, natural disasters

Chinese households avoid borrowing, Fed dot plot tightens, UK inflation crunch, OECD producer prices fall while CPI lags and more.
Macrobond Financial
Macrobond Financial
Macro

Why you should sell equities and buy government bonds now

With central banks near the end of the hiking cycle, it is time to sell equities and buy bonds. Lock in income and protection while you can.
Isaac Poole
Ascalon Capital
Macro

Central banks’ credibility is eroding

The RBA has a fight on its hand to convince the public it will crush this inflation crisis
Christopher Joye
Coolabah Capital
Macro

History points to the risk of tight monetary policy

Past rate hike cycles have seen tight monetary policy to control inflation.
Kieran Davies
Coolabah Capital
Macro

Is there any incentive left to own stocks?

One chart from Pictet Asset Management is creating a lot of buzz online - but is its argument valid?
Hans Lee
Livewire Markets
Macro

Investors should beware another false dawn

Is the recovery since October the real McCoy or just another bear market rally?
Tom Stevenson
Fidelity International
Macro

RBA risks a hard landing

Diving into the rationale behind the RBA’s recent decisions, as the economy is demonstrating classic signs of a tipping point
Tim Toohey
Yarra Capital Management
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