Home Wires

Macro

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

Macro

Signal or Noise: When will Australia's property plunge end?

To quote the words of author Satyajit Das, property is Australia's default religion. The national residential market is worth nearly $10 trillion - five times the size...
Hans Lee
Livewire Markets
Macro

Are equity investors being adequately compensated for risk?

Rising inflation and interest rates have created a headwind for equities, and a plethora of near-term challenges, such as geo-political risks, a downturn in China’s...
LGT Crestone
LGT Crestone
Macro

Aussie house prices now down 7.1%, and falling at a 14.6% annual pace

Aussie home values have now lost 7.1% from their May peak (at the time of the first RBA hike), and have been falling at a 14.6% annual pace over the last three...
Christopher Joye
Coolabah Capital
Macro

Brace yourself: Why a 6% interest rate in America (still) can't be ruled out

It was December 2020 when the US Federal Reserve first told us what conditions it would take for the interest rate in the world's largest economy to begin rising...
Hans Lee
Livewire Markets
Macro

Is a recession really on the horizon?

Fears of a sharp slowdown in global growth have continued to intensify over recent months. Inflation has proven to be stickier than most expected, interest rates have...
LGT Crestone
LGT Crestone
Macro

Australia's population growth roars back

Australia’s population and economic outlook has roared back to life with the latest available arrivals and visa data. Permanent and long-term net arrivals is an...
Ashton Reid
ClearBridge Investments
Macro

The Australian economy may have finally reached its crunch point

‘Tis the season to start feeling pessimistic and tighten the budget if the latest data is anything to go by. There’s been gloom and doom predicted for markets all...
Sara Allen
Livewire Markets
Macro

Seven reasons why Australia should avoid a recession

Economic and financial commentary has been particularly gloomy of late, with talk of a “dire”, “grim”, “bleak”, “perilous” and “confronting” outlook. The problems...
Shane Oliver
AMP
Macro

US Midterms: Why gridlock in Washington is good news for Wall Street

The US Midterm elections are underway and markets have a preferred horse in the race - the GOP. If that horse gets up in one house of Congress, expect stocks to...
David Thornton
Livewire Markets
Macro

October Podcasts: Green metals panic, China property crash, killing inflation and the great energy heist

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

Australia’s next mining boom? The role of critical minerals in renewable energy

Australia’s resources sector is already one of the largest and most advanced in the world. Our well-established mining industry and world-leading mining equipment...
Amanda MacDonald
LGT Crestone
Macro

The one asset that could outperform in any future markets scenario

The US Federal Reserve hiked by another 0.75% at its November meeting. There has been a remarkable amount of tightening in a short period of time. Equities and rates...
Isaac Poole
Ascalon Capital
Macro

Wish-thinking a pivot into existence is the same tomfoolery that got us here

Finance headlines are like any other type of news headlines. Sometimes they're based in fact, other times rumour and innuendo, and at worst lies and mistruth.  Yet...
David Thornton
Livewire Markets
Macro

A pause is not a pivot: Why markets (still) underestimate the Fed's challenge

The Federal Reserve’s decision to increase the upper limit of its benchmark overnight lending rate by 75 basis points (bps) to 4.00% was easy for the market to...
Daniel Siluk
Kapstream
Macro

Chart of the Week - A small (monetary policy) pivot

Small Central Bank Interest Rate Decision Tracker: Back again onto one of my favorite charts — this one tracks monetary policy interest rate moves across the...
Callum Thomas
Topdown Charts
Macro

Payments: The economy's veins and arteries

Evolution of payments and mobile money‍ TEN13's Seamus Crawford looks into the innovation in payments as cash quickly becomes a relic of the past.  Here we go deep...
Stew Glynn
TEN13
Macro

Victoria's budget outlook improves on stronger revenue

After posting very large deficits during the pandemic, Victoria's budget has turned around and continues to rapidly improve, with the state government reducing its...
Kieran Davies
Coolabah Capital
Macro

A peak in US inflation opens the door to smaller Fed hikes in December

US core inflation and wage growth have both peaked, but remain high, with the split of inflation showing persistent, broad-based demand-driven gains in consumer...
Kieran Davies
Coolabah Capital
Macro

A few ideas for how to manage your investments during a market decline

Market downturns are painful to go through and are an unavoidable part of investing.  The way you handle periods when your investment portfolio is declining, can...
Hue Frame
Frame Funds Management
Expert Insights

Strap yourselves in... it's going to get bumpy

There is no way to sugarcoat it, we're in for a bumpy ride. That's according to Charlie Jamieson of Jamieson Coote Bonds. Charlie equates the lag effect of economic...
Chris Conway
Livewire Markets
Macro

Japanese Iwakura Mission and the Great Repatriation

Concluding his 2 part series on global talent flow, our TEN13 deal team member Lachlan Duffy, draws parallels between a centuries-old Japanese mission and modern...
Stew Glynn
TEN13
Macro

The battle global investors can't ignore

It’s fair to say geopolitics is the most fraught it’s been in the last two decades. Nancy Pelosi’s recent visit to Taiwan has set the US and China on a pathway of...
+4
Alison Savas
Antipodes
Macro

What Australia's hottest inflation print since 1990 means for rates (and stocks)

For anyone who thought Australia's inflation story would be different from our global counterparts, today may have provided quite the alarm. A day after the Federal...
BOE
ELD
+6
Hans Lee
Livewire Markets
Macro

What does "a bread and butter" Budget mean for your portfolio?

"Hard decisions" was the theme of last night's second Budget for calendar 2022. Seven months after the Morrison government handed down a pre-election Budget, the...
Hans Lee
Livewire Markets
Macro

Are we heading back to 70s-style stagflation?

“This is nothing like the 1970’s, which was a pretty dismal period, and not just because of polyester and disco.” – Barry Ritholtz, CEO, Ritholtz Wealth Management ...
Tim Richardson
Tim Richardson
Pengana Capital Group.
1126-1150 of 2838