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Macro

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

Macro

Real yields, Taiwanese trade and Bitcoin’s rally

This week’s charts begin with a historic look at US bond returns
Macrobond Financial
Macrobond Financial
Macro

UK claimant count change soared 20.4k in Sept, Australia’s CPI y/y rose to 5.6%

Weekly Update | 27th October, 2023
FMG
+2
Hue Frame
Frame Funds Management
Macro

Watching the NBER’s six recession indicators as US growth confounds the skeptics

We created a dashboard to monitor employment, spending and more.
Macrobond Financial
Macrobond Financial
Macro

The growth thematics immune to economic volatility

There are still long-term growth opportunities for infrastructure despite the current economic and geopolitical environment.
Sarah Shaw
4D Infrastructure
Macro

A likely "material upward revision" to the RBA's inflation outlook

The big forecast miss on Q3 inflation risks a slower return of inflation to target
Kieran Davies
Coolabah Capital
Macro

The ECB assesses this cycle’s slowdown with a “pause” likely

Our economist examines Europe’s slowing but persistent inflationary pressures.
Macrobond Financial
Macrobond Financial
Macro

The biggest surprise from today's inflation print

In this wire, I take you through everything you need to know about today's CPI data.
Diana Mousina
AMP
Macro

RBA should hike in November on higher inflation

Underlying inflation is tracking well above the RBA's forecast profile
Kieran Davies
Coolabah Capital
Macro

Five constraints on medium term investment returns

Five megatrends suggest higher medium-term inflation pressures and lower economic growth than pre-pandemic
Shane Oliver
AMP
Macro

Accelerating wages growth has Morgan Stanley tipping more interest rate hikes

Just a spoonful of sugar helps the medicine go down. Or so we're told. Just don't try to bet on where the RBA will go on Melbourne Cup day
COH
CPU
+7
Kym Sheehan
Livewire Markets
Macro

Global inflation, air freight, trade trends and the shekel

This week’s charts include three inflation visualisations that span the globe.
Macrobond Financial
Macrobond Financial
Macro

Forecasting inflation Down Under and watching for pressure on the Aussie dollar

Our model suggests inflation could come in below expectations.
Macrobond Financial
Macrobond Financial
Macro

Canadian CPI y/y fell to 3.7% in Sept, US retail sales m/m rose by 0.7%

Weekly Update | 20th October, 2023
FMG
GMG
+2
Hue Frame
Frame Funds Management
Macro

Higher Q3 inflation should see the RBA raise rates

The very tight labour market is still easing a little, ahead of key inflation data next week.
Kieran Davies
Coolabah Capital
Macro

Goldman, JPMorgan and Citi earnings: A window into markets and the economy

The key insights and nuggets from Wall Street CEOs as they hand down their latest quarterly results.
+4
Kerry Sun
Livewire Markets
Macro

Are bonds broken?

Bonds have been beaten down harder than the Wallabies in the 2023 World Cup. Rising interest rates since mid-2020 have delivered the largest loss in long-dated bonds...
Alex Cathcart
Drummond Capital Partners
Macro

Despite Aussie & US economic strength, bankruptcies continue to climb sharply

Notwithstanding the economy's resilience to rate hikes care of excess consumer savings buffers, bankruptcies are rising quickly...
Christopher Joye
Coolabah Capital
Macro

Is China's economy turning around?

There has been no shortage of commentary highlighting the economic challenges that China has been facing. A property sector in crisis. A disappointing recovery after...
Janu Chan
Bitesized Economics
Macro

Stay cool, calm and focused for defaults

With default rates on the rise, investors are understandably questioning what to do with their credit investments.
Craig Morabito
First Sentier Investors
Macro

What can we expect from equities in the near future?

Some commentators, pointing to the price to earnings (P/E) ratio for major indices like the S&P500, argue the next decade will be terrible for equities. Are they...
Roger Montgomery
Montgomery Investment Management
Macro

Assessing scenarios for oil amid unrest in the Middle East

Our economist Meghna Shah analyses the impacts of a Saudi supply disruption, utilising Indicio to model her forecast.
Macrobond Financial
Macrobond Financial
Macro

What does a flood of government bonds mean for financial markets?

A flood of new global sovereign debt will affect market dynamics.
Arif Husain
T. Rowe Price
Macro

76 days to go: What to expect for the rest of 2023

The September 2023 quarter saw the ASX 200 return -0.8% (q/q), with global equities declining a more weighty -3.5% (q/q) if you were hedged against the Australian...
Tim Toohey
Yarra Capital Management
Macro

What are Aussie investors' biggest questions as volatility returns?

Wealth manager Hugh Robertson discusses the biggest concerns alongside some preferred sectors and stocks to help ride out uncertainty.
COL
CSL
+7
Glenn Freeman
Livewire Markets
Macro

Leading indicators, oil, geopolitics and sticky inflation

This week’s charts begin with a barometer of leading indicators from the OECD.
Macrobond Financial
Macrobond Financial
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