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Macro

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

Macro

Central banks hike - until they break things

We've consistently argued that unprecedented interest rate increases by central banks would break things, triggering a big default cycle. The US, which has experienced...
Christopher Joye
Coolabah Capital
Macro

Will the Silicon Valley Bank collapse reach Aussie shores?

Here we go again. Last year it was FTX, then Silicon Valley Bank (SVB) said “hold my beer”. The collapse of SVB represents the second largest bank failure in history....
David Thornton
Livewire Markets
Macro

Three ways to use an ASX covered call ETF

Covered call strategies on the S&P/ASX 200 Index can puzzle investors. While the index itself, the S&P/ASX 200, is perfectly familiar, many wonder what is ventured and...
David Tuckwell
David Tuckwell
Global X ETFs
Macro

Charts of the Week - Weather, demand, and demographics affect markets in Europe, Asia, and beyond

Has Europe stockpiled enough natural gas to counter Putin's plans to cripple its industry?
Macrobond Financial
Macrobond Financial
Macro

Signal or Noise: 3 commodities (and 5 stocks) navigating the geopolitical risks of 2023

Signal or Noise conducts a deep dive into the global commodities market and the structural factors affecting it.
IPL
NUF
+2
Hans Lee
Livewire Markets
Macro

Why Silicon Valley Bank Died (UPDATED 2)...

Higher interest rates are precipitating a default cycle, claiming the tech/crypto-centric Silvergate and Silicon Valley banks in recent days
Christopher Joye
Coolabah Capital
Macro

The RBA has forgotten its job

And Alan Kohler believes the economy is headed for recession because of it.
David Thornton
Livewire Markets
The Rules of Investing

Alan Kohler: We're in for a recession we didn't need to have

The RBA could've paused, but it didn't. And this will be the consequence.
The Rules of Investing
Livewire Markets
Macro

It's time to start talking about rate cuts

Recent comments by the RBA combined with softer economic data likely signal that we are in the final stages of the RBA’s hiking cycle
Andrew Canobi
Franklin Templeton
Macro

Why Kellie Wood is happy she ignored her former mentor's advice

Kellie Wood took a risk and moved away from managing money against a mentor's advice. It was the best decision she's ever made.
Hans Lee
Livewire Markets
Macro

Where the bloody hell are you? (China)

China's reopening will likely have a profound impact on Australian tourism and education. But where are all the Chinese tourists?
QAN
SYD
Macrobond Financial
Macrobond Financial
Macro

Reading between the lines of China’s economic growth target

Independent Economist Janu Chan breaks down the big change at the top of the Chinese National People's Congress agenda.
Janu Chan
Bitesized Economics
Macro
Sponsored

High yield returns from Aussie bank bonds?

In December, Coolabah Capital Investments launched its new Floating-Rate High Yield strategy, which focuses on generating higher income than other traditional fixed...
Livewire Exclusive
Livewire Markets
Macro

The coming global recession and monster default cycle

In this new, punchy episode of the Complexity Premia podcast, we discuss a range of important developments including: The coming global recession and monster default...
Christopher Joye
Coolabah Capital
Macro

How many times can the RBA say “just one more time”?

Chris Rands
Chris Rands
Yarra Capital Management
Macro

Being part of the national conversation is all in a day's work for Diana Mousina

AMP's Diana Mousina discusses the world of economics and why confidence is key to getting ahead.
Sara Allen
Livewire Markets
Macro

Giselle Roux is no stranger to the big issues, be it markets or diversity

Independent consultant Giselle Roux has had an unusual path in the investment world and it's shaped her insights on markets.
CSL
Sara Allen
Livewire Markets
Macro

Charts of the week: European jobs, inflation and the markets, and entrepreneurial women

This week’s charts visualise different effects of inflation
Macrobond Financial
Macrobond Financial
Macro

The Macro backdrop remains so important for equities

If the bond market is correct, two more rate hikes will take the cash rate to 4% for the first time in well over a decade.
HLS
James Gerrish
Market Matters
Macro

This is going to hurt

In a December Insight piece of the cashflow crunch ahead for discretionary spending we noted: “The argument that Australians have accumulated ‘buffers’ via $260bn in...
Tim Toohey
Yarra Capital Management
Macro

The RBA is between a rock and a hard place

Relative to history, current levels would be considered strong. But the cycle is what matters, and loans have overshot to the downside.
David Berthon-Jones
Aequitas Investment Partners
Macro

One big flaw in the super cap plan

Earlier this week, Jim Chalmers announced a new Government policy set to double the concessional tax rate, from 15% to 30%, for superannuation balances over $3...
Dr Don Hamson
Plato Investment Management
Macro

Why an RBA pause will be positive for portfolios

The RBA is set to pause rates soon - and that can extend the economic cycle and provide upside for investors.
Isaac Poole
Ascalon Capital
Macro

Australian inflation surprises on the downside - but the RBA’s conundrum isn’t solved

Australia is the centre of trading action today as both inflation and economic growth figures are handed down.
Hans Lee
Livewire Markets
Macro

Don’t bet on a US recession in 2023

After a 4.65% increase in interest rates this past year, why isn’t the U.S. economy tanking? And why aren’t retail sales plummeting? One reason, perhaps, is that...
Roger Montgomery
Montgomery Investment Management
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