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Macro

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

Markets

"Tough to be anything but bullish": Why the bears keep getting it wrong

BMO's Fred Demers says investors are underestimating policy support, overestimating recession risk, and expecting too many rate cuts.
Vishal Teckchandani
Livewire Markets
Macro

A deal with Iran will not push the Fed to cut policy rates

A U.S.–Iran agreement to reopen the Strait of Hormuz appears to be moving closer. If implemented, it would restore energy flows and begin to unwind the largest supply...
Seema Shah
Principal Asset Management
Macro

Calm markets are masking real dispersion

Calm markets are masking real dispersion. The earnings risk in discretionary retail is building and valuations have not caught up.
Emanuel Datt
Datt Capital
Markets

Cathie Wood’s contrarian calls: Falling inflation, stronger growth, and Bitcoin over gold

The ARK founder says AI-driven productivity could crush inflation and improve America’s deficits.
Vishal Teckchandani
Livewire Markets
Shares

Has NVIDIA and other AI stocks caused the Nasdaq to become overvalued? (Hint: not even close!)

AI stocks are soaring and the doom headlines are out, but a valuation measure used by professional investors tells a more interesting story.
Carl Capolingua
Livewire Markets
Macro

Taxed into Oblivion

A short story on how governments precipitate financial collapse
David Mari
RMBlack Wealth Management
Macro

Rent inflation and the missing policy

The government plans to remove negative gearing to help renters buy homes. For those who remain renters, the wrong levers are being pulled
MGR
+3
Jason Teh
Vertium Asset Management
Markets

The fragile foundations beneath the AI boom

On The Rules of Investing, Chris Watling warns the apparent strength in markets may rest on a narrow AI foundation.
The Rules of Investing
Livewire Markets
Macro

Rising bond yields are the test for risk assets

Global bond markets have sold off sharply in recent weeks, pushing long-end yields to multi-decade highs across major markets. U.S. 30-year yields hit their highest...
Seema Shah
Principal Asset Management
Macro

They can’t all be wrong at the same time. Can they?

Four consecutive years of high double-digit returns in the stock market is a rare occurrence.
Roger Montgomery
Montgomery Investment Management
Macro

Some sober thoughts on the changes to Capital Gains Tax

I’m not terribly happy about the Capital Gains Tax changes. Like most of you, I feel I already pay more than enough tax
Gareth Brown
Forager
Wealth

Are we just a bunch of bloody first-world whingers?

We've spent the past week behaving like an economic apocalypse just arrived on a Jetstar flight from Canberra. Is the panic warranted?
Vishal Teckchandani
Livewire Markets
Shares

Why rising bond yields are a tax on every asset you own – and what it means for the ASX right now

Stocks and commodities shrugged off rate risk — until the bond market stopped letting them. Here's why that changes everything.
Carl Capolingua
Livewire Markets
Macro

Australia’s 2026 CGT shake-up: a survival guide for the growth investor

Forget the "Growth is Dead" headlines. Despite the 2026 CGT shake-up, math proves that growth still crushes yield for long-term investors.
Damien Klassen
Nucleus Wealth
Macro

The market has moved. Now it’s time for the infrastructure to catch up

I've spent the better part of a decade watching Australia's digital asset industry grow up. When I joined BTC Markets, crypto was still treated like a fringe...
Caroline Bowler
BTC Markets
Wealth

Budget 2026-27: Good intentions. Unintended outcomes?

In this note we assess the impact of the 2026-27 Budget, and the risk that in the attempt to engender inter-generational fairness that we create new distortions that...
Tim Toohey
Yarra Capital Management
Macro

Markets had hoped for tighter fiscal policy

Markets had hoped for tighter fiscal policy and a larger reduction in the supply of government debt in last night's Commonwealth budget.
Kieran Davies
Coolabah Capital
Macro

Fed easing is becoming increasingly unlikely in 2026

After an extended period of cooling inflation, the impact of the Middle East conflict is driving a reacceleration in prices. Headline inflation rose 0.6% in April,...
Seema Shah
Principal Asset Management
Wealth

The 2026-27 Budget: Responsibility, productivity and fairness - or is it?

A Budget designed to tackle inequality and reshape wealth creation may also bring major consequences for investors and growth.
Shane Oliver
AMP
Wealth

The real impact of the FY27 Budget may be weaker growth, not inflation

Markets still expect more hikes, but the Budget may point to a slowing economy instead.
Damien Boey
Wilson Asset Management
Macro

Taiwan GDP, need I say more?

Day-to-day price movements in markets remain dominated by what is happening around the Middle East conflict.
Chris Iggo
BNP Paribas Asset Management
Macro

Oil, helium, fertilisers and a slow-motion supply chain squeeze

Is the global supply chain collapsing or just evolving? Explore why safety stocks, tech shifts, and "excuse-flation" are changing the game
Damien Klassen
Nucleus Wealth
Wealth

The budget will not fix housing. It might make it worse

The housing crisis is going to get worse before it gets better, with budget measures delivered at the worst possible time.
Paul Miron
Msquared Capital
Macro

Central banking in the age of oil and robots

Why the RBA is likely at the top of its hiking cycle, the implications and why we entering a new era for central banking: an age of robots.
Tim Toohey
Yarra Capital Management
Macro

The cash rate is back at 2011 levels. The economy is not

The RBA cash rate is back at 2011 levels. The economy underneath it looks nothing like 2011. Duration is what investors should focus on.
Emanuel Datt
Datt Capital
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