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Macro

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

Macro

Why hasn’t consumer spending fallen off a cliff?

Interest rate hikes have not stopped consumers spending as abruptly as many had expected, due to full employment and rising real wages. Global investors might consider...
+3
Tim Richardson
Tim Richardson
Pengana Capital Group.
Macro

Good news on US inflation points to the Fed on hold next month

The Fed seems likely to hold rates steady at its final policy meeting this year.
Kieran Davies
Coolabah Capital
Macro

The widening US budget works against the Fed

Budget positions across the US, euro area and Australia are widely dispersed despite unemployment still near its lowest level in decades.
Kieran Davies
Coolabah Capital
Macro

Where the Australian economy is headed and what investors need to know

Insights from the RBA's Marion Kohler, Assistant Governor - Economics (Acting) on the economic outlook.
Sara Allen
Livewire Markets
Macro

Daily data on China, UK borrowing plans and record bond short bets

This week’s charts begin with a look at a daily time series for the Chinese economy
Macrobond Financial
Macrobond Financial
Macro

RBA hiked interest rates 0.25%, New Zealand inflation expectations q/q eased 2.76%

Weekly Update | 11th November, 2023
GMG
+2
Hue Frame
Frame Funds Management
Macro

The one asset you must own if a "crisis of confidence" grips financial markets

The subject of one of Livewire's most viewed interviews offers an update to his views - from the outsider's perspective.
Hans Lee
Livewire Markets
The Rules of Investing

We are in the midst of a social, economic, financial and political crisis

This week's interviewee is one familiar to long-time viewers and readers of the Livewire website.
The Rules of Investing
Livewire Markets
Macro

China's economic crossroads: Can growth be revived?

Does China’s recent economic weakness bely a broken economic model?
Macrobond Financial
Macrobond Financial
Macro

National income rebounds and companies keep hiring

Business turnover rebounded in Q3, while payroll jobs continue to trend higher.
Kieran Davies
Coolabah Capital
Macro

Mixed signals from real estate prices for central banks

General strength in residential real estate prices contrasts with pronounced weakness in commercial property prices.
Kieran Davies
Coolabah Capital
Macro

How the global oil supply chain could be splintered

Antipodes latest podcast episode covers recent developments in the global oil market.​​​
Antipodes Partners
Antipodes
Macro

Searching for peak yields as we enter a dangerous new phase

The significant tightening in financial conditions resulting from the increase in real yields poses new risks for the global economy.
Kellie Wood
Schroders
Macro

Yuan is weighed down by monetary divergence – but supported by the current account

Charting the factors that influence the yuan/dollar exchange rate.
Macrobond Financial
Macrobond Financial
Macro

The RBA hikes interest rates again. But will this be the last one?

425 basis points worth of rate hikes are in the can. But will there be another 25 before Christmas?
Hans Lee
Livewire Markets
Macro

Australian recession not to be disregarded

Composite leading indicators suggest that a contraction or recession in Australia should not be disregarded (Siwat Nakmai).
Macrobond Financial
Macrobond Financial
Macro

Stock valuations, European gloom and bullish Japan

This week’s charts begin with GARP – “Growth at a reasonable price”
Macrobond Financial
Macrobond Financial
Macro

The US Sahm rule recession indicator edges up

US unemployment has edged up to almost 4%
Kieran Davies
Coolabah Capital
Macro

Chinese manufacturing PMI fell to 49.5, New Zealand unemployment rate rose to 3.9%

Weekly Update | 3rd November, 2023
FMG
PLS
+2
Hue Frame
Frame Funds Management
Macro

Markets are less sure the Fed and RBA will hit their inflation targets

Market measures of expected inflation have picked up, which is unusual this late in the cycle.
Kieran Davies
Coolabah Capital
Macro

A broad recovery in world house prices

House prices are buoyant ahead of an expected rise in unemployment
Kieran Davies
Coolabah Capital
Macro

Strong US wages growth continues

Wages growth has slowed, but was the fastest in trend terms since 2000.
Kieran Davies
Coolabah Capital
Macro

Australia's slow inflation descent raises rate risks

The September quarter’s above consensus reading for both headline and underlying inflation materially increases the risk of a November rate hike next week, in our...
David Cassidy
Wilsons Advisory
Macro

5 reasons why the RBA will hike next week (and the key reason it may not)

An upside surprise to quarterly inflation has economists rushing into the "one more hike" option.
Hans Lee
Livewire Markets
Macro

October 23 podcasts: rental crisis, oil fueling inflation, US tech, and AgrInvest

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
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