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Macro

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

Macro

How do recessions really affect asset returns?

The answer may not be as bad as you might think, even if the recession drags on.
Jonathan Kearns
Challenger
Macro

Getting Fed up with rate hikes?

In this piece, we look at three reasons why the Fed is done - and three reasons why the Fed may not be done.
Janu Chan
Bitesized Economics
Macro

Indebted companies and the rate-pause consensus

This week’s edition begins with an assessment of global futures markets, indicating that the “rate pause” is assumed around the world.
Macrobond Financial
Macrobond Financial
Macro

Nov. 2023 Podcasts: Australia-China uneasy partnership, end for value investing

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

New Zealand held interest rates steady at 5.5%, US preliminary GDP soared 5.2% q/q

Weekly Update | 1st December, 2023
GMG
+2
Hue Frame
Frame Funds Management
Macro

Why are interest rates still rising in Australia?

While markets have coalesced behind the view that rates will stay higher for longer, the consensus expectation for central banks in major economies such as the Fed,...
Sinéad Rafferty
Fidante
Macro

When will bad news be bad news?

Recently good news has been bad news. Why is this, and are we about to enter into a new cycle where good news becomes good news again?
John Bilsel
Innova Asset Management
Macro

Should we expect continued softness in retail sales?

A broader economic slowdown might still be necessary to convince the RBA that its policies are sufficiently restrictive.
Roger Montgomery
Montgomery Investment Management
Macro

ASX rises, bond yields and rate bets fall as Australian inflation comes in cold

The ABS' monthly inflation indicator comes well under expectations at 4.9%.
Hans Lee
Livewire Markets
Macro

A bold look at sovereign default risks

Our guest blogger examines sovereign default risks.
Macrobond Financial
Macrobond Financial
Macro

Argentina’s economy, FactSet ratings and tapped-out consumers

This week’s edition begins with a special guest chart.
Macrobond Financial
Macrobond Financial
Macro

5 reasons to expect the Australian Dollar to rise (and what investors can do about it)

There is a case for Australian investors to tilt to hedged global investments while maintaining a decent exposure to foreign currency.
Shane Oliver
AMP
Macro

US revised UoM consumer confidence grew to 61.3, Germany’s flash manufacturing PMI rose to 42.3

Weekly Update | 24th November, 2023
BHP
RIO
+2
Hue Frame
Frame Funds Management
Macro

Modeling how German inflation might be easing with Indicio

Our economist examined price pressures in Europe’s economic engine.
Macrobond Financial
Macrobond Financial
Macro

RBA Governor Bullock: Australia has a "homegrown" inflation problem, more rate hikes are likely

At the Australian Business Economists' flagship event, Reserve Bank Governor Michele Bullock signalled the Bank may not be done yet.
Hans Lee
Livewire Markets
Macro

Rebounding populations contribute to higher real house prices and rents

Most countries have seen their populations rebound from COVID, which looks to have contributed to higher real house prices and rents.
Kieran Davies
Coolabah Capital
Macro

The clock is ticking on the US economy

Some analyses suggest that stagflation or economic contraction is imminent.
Macrobond Financial
Macrobond Financial
Macro

Corporate insolvencies continue to climb

Insolvencies are at their highest level since 2015.
Kieran Davies
Coolabah Capital
Macro

3Q Earnings. Recovery gets pushed another quarter out

I've spoken about the next couple of reporting seasons being crucial in working out the path for stocks. Earnings have been coming in negative for the last few...
Damien Klassen
Nucleus Wealth
Macro

The impact of conflict in the Middle East on clean energy transition

War in the Middle East has sent shockwaves around the world. The scale of the human tragedy and the complexity of the geopolitical issues are hard to exaggerate, and...
Ted Franks
Pengana Capital Group
Signal or Noise

Is now a good time to buy a property?

Plus, the panel has a robust discussion on what it will take to achieve our national housing goals.
Hans Lee
Livewire Markets
Macro

Investor sentiment, Japan’s hot inflation and rainy England

This week’s charts begin with a barometer measuring bullish and bearish US stock investors.
Macrobond Financial
Macrobond Financial
Macro

Reserve Bank's inflation challenge

The Reserve Bank's battle to tame inflation will be a slog. Here's why.
+2
Kiryll Prakapenka
Fat Tail Investment Research
Macro

Australia’s unemployment rate edged up to 3.7%, US retail sales fell - 0.1% m/m in October

Weekly Update | 17th November, 2023
BHP
FMG
+2
Hue Frame
Frame Funds Management
Macro

New podcast interview: Buying bank bonds yielding 7.5% pa & why fixed-rate bond duration is attractive

In this episode we consider optimal asset-allocation between floating-rate and fixed-rate bonds and argue duration is looking attractive
Christopher Joye
Coolabah Capital
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