Home Wires

Macro

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

Macro

The Indian diaspora: A tech 'Mafia'?

One of our TEN13 deal team, Lachlan Duffy, kicks off a two-part series on global technology talent flows in our borderless tech world. In Part 1, Lachlan looks into...
Stew Glynn
TEN13
Macro

Understanding the economy with Chinese characteristics

In watching the coverage of the 20th Party Congress, I can’t help but compare it to other political events around the world. It feels like the complete opposite of a...
Janu Chan
Bitesized Economics
Macro

Market Matters Macro: Why we are bullish

The end of last week painted a picture to encourage the bulls although as we often say most statistics can be skewed to tell any specific tale: US 2-years and...
MP1
James Gerrish
Market Matters
Macro

RBA predicted almost no house price declines when it hiked rates, but now expects the biggest declines ever...

In a fascinating RBA freedom of information disclosure dumped on Friday, which references Coolabah's house price analysis/forecasts (including work published here on...
Christopher Joye
Coolabah Capital
Macro

End of a golden era for profits?

Let’s step back from the daily market gyrations to consider secular trends impacting longer-term asset returns and strategic asset allocation decisions. If we assume...
Stephen Dover
Franklin Templeton
Macro

Why China's biggest uncertainties provide opportunities for its equities

China’s economy is in recession. The nation’s zero COVID-19 policy and property market woes have led to a collapse in growth. China’s authorities no longer even...
Isaac Poole
Ascalon Capital
Macro

Can shares build wealth in a new era of higher inflation?

“I remember the $0.05 hamburger and a $0.40-per-hour minimum wage, so I’ve seen a tremendous amount of inflation in my lifetime. Did it ruin the investment climate? I...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Macro

Signal or Noise: "This is the biggest signal we're going to get"

Financial markets have rarely been more exciting than they are right now. And while equities get most of the attention, the real action is in global bonds.  The US...
Hans Lee
Livewire Markets
Macro

Tim Toohey ups the ante: Add risk, consider tech and favour Australia

The first half of next year will be marred by a “decent-sized recession in the northern hemisphere,” says Yarra Capital’s Tim Toohey. He also suggests, somewhat...
Glenn Freeman
Livewire Markets
Macro

Record immigration key to avoiding more rate increases

In the AFR I write: Let’s start with the shocker that was the latest US inflation report for September, which initially triggered a savage 3.5 per cent drop in US...
Christopher Joye
Coolabah Capital
Macro

US headline inflation will be high for a while

US inflation came in hot overnight. It is worth noting that while there are some positive signs for goods, services inflation is getting worse. See the tables below:...
Damien Klassen
Nucleus Wealth
Macro

Sydney house prices have now fallen 10%, national prices on track for >15% loss

The great Aussie housing crash continues to unfold as the charts below highlight, which are updated to 13 October 2021. In Sydney, home values have now lost more...
Christopher Joye
Coolabah Capital
Macro

Migration to Australia surges, with overseas students returning en masse

Following the re-opening of Australia’s border earlier this year, net migration has surged and the population is again growing strongly, almost back at pre-pandemic...
Kieran Davies
Coolabah Capital
Macro

Why rising oil prices are deflationary, not inflationary

There are two major themes I’ve been writing about over the past six months: 1. The Fed will crush the US economy with its tight monetary policy, leading to a...
Greg Canavan
Fat Tail Investment Research
Macro

The toughest questions in investing, as answered by UBS Asset Management

At the best of times, investing is not exactly the easiest pastime. You have to know why you want to make money, where you want to make it, and how you want to do...
Hans Lee
Livewire Markets
Macro

10 challenges confronting China (and what they mean for the world)

The Reserve Bank of New Zealand a year ago became the first advanced central bank to raise interest rates to cool its economy to tackle inflation. So far, the RBNZ has...
Michael Collins
Michael Collins
Magellan
Macro

The great unwind

For all that market commentators focus on economic fundamentals, most of what has been happening this year has been about liquidity – or more specifically the impact...
Mark Tinker
Toscafund HK Limited and Market Thinking Limited
Macro

Three key developments lie ahead for markets

This is a critical time for investors and policymakers alike. Geopolitical tensions, elevated market volatility, and the fastest pace of central bank tightening in...
PIMCO .
PIMCO
Macro

Why I think inflation is heading in the right direction

With stocks on the rocks, everyone I bump into understandably wants to know if it’s a good time to buy equities – the lure of buying at the bottom is just too great...
Roger Montgomery
Montgomery Investment Management
Macro
Sponsored

Profit from a rising US dollar and rising interest rates

Coolabah Capital Investments offers unique global fixed-income strategies denominated in US dollars. Over the last 12 months to 31 August 2022, the US dollar has...
Livewire Exclusive
Livewire Markets
Macro

Why investors are wrong about the Fed

Over the past 25 years, global investors have become conditioned to the notion that central banks will bail out global asset markets amid the first sign of stress....
Matt Sherwood
Perpetual Asset Management (Australia)
Macro

Stubbornly high inflation puts pressure on markets

The key driver of September’s broad-based and significant weakness was inflation, and the realignment of interest rates to the reality of stubbornly higher...
Simon Doyle
Schroders
Macro

Ukraine eight months on: Investing opportunities as the war rolls on

Nearly eight months ago, the world watched in horror as Russian forces invaded Ukraine. We gravely overestimated Putin’s interest in diplomatic relations (or...
GNC
STO
+2
Sara Allen
Livewire Markets
Macro

What you need to know ahead of China's big political event

There is a whole lot of attention on the upcoming China’s 20th National Party Congress, which is slated to begin October 16. It is the biggest political event on the...
Janu Chan
Bitesized Economics
Macro

Three scenarios that could kickstart a new bull market

As you’ve no doubt noticed, the world’s market commentators, brokers, and analysts have turned decidedly bearish. And they have good reason to be pessimistic. But this...
Roger Montgomery
Montgomery Investment Management
1151-1175 of 2838