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Macro

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

Outlook Series

From reflation to rotation

We believe President Trump’s policies will be a net negative in the medium and long-run.
Tim Toohey
Yarra Capital Management
Macro

The January effect

After a rare weak December, markets debate the outlook for 2025, with Wall Street bullish but wary of unreliable January signals.
Chris Watling
Longview Economics
Macro

December 2024 Podcasts

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

A not-so-serious guide to 2024’s key moments

10 key moments told in memes/cartoons. What could go wrong?
Vishal Teckchandani
Livewire Markets
Macro

Upside risks to inflation are back on the Fed's agenda

The Fed expects inflation will take longer to return to target, with upside risks reflecting recent firmer inflation and Trump policies.
Kieran Davies
Coolabah Capital
Macro

Shifts in the balance of risk and return

Donald Trump’s radical policy agenda has created some financial market uncertainty, in terms of the outlook for investment returns.
Chris Iggo
AXA Investment Managers
Macro

Another Fed rate cut, but policy uncertainty ahead

At its December meeting today, the Federal Open Market Committee decided to lower the benchmark policy rate by 25 basis points to 4.25%-4.50%, its third consecutive...
Seema Shah
Principal Asset Management
Macro

7 remarkable charts that reveal a novel insight for 2025 and beyond

An unlikely combination of Signal or Noise alumni get together and provide insights that can only be summed up in a chart.
Hans Lee
Livewire Markets
Macro

ECB cuts rates in move to a dovish tilt

Markets are expecting a further run of consecutive rate cuts over the coming few quarters.
Seema Shah
Principal Asset Management
Macro

Down under & out

Key Points: • Australia's economic performance has deteriorated since mid-2022. Strong population growth is papering over the cracks, but the average household is...
Alex Cathcart
Drummond Capital Partners
Macro

We fed AI 16 outlook reports. It crunched key takeaways, return expectations & contrarian calls

Sixteen major Australian & global research reports distilled into one tidy wire for your viewing pleasure!
Vishal Teckchandani
Livewire Markets
Macro

Inflation risks keep the Fed on edge

The November CPI report aligned with consensus expectations, likely confirming a Fed policy cut next week. Nevertheless, with monthly core inflation hitting its...
Seema Shah
Principal Asset Management
Macro

Long-term returns: Is Trump a threat to equity dominance?

Since the global financial crisis, growth equities have been the overall best performing asset class.
Chris Iggo
AXA Investment Managers
Macro

US inflation firms over recent months

The Fed should forecast fewer rate cuts given firmer inflation, resilient economic growth, and the inflationary impact of Trump policies.
Kieran Davies
Coolabah Capital
Macro

14 outrageous investing predictions to get your tongue wagging

In a market full of garden-variety outlooks, these two stand out like bright needles in a haystack.
Hans Lee
Livewire Markets
Macro

Harnessing India's growth

India’s economic growth is likely to be superior, relative to most major economies over the next 20 years.
Mugunthan Siva
India Avenue
Rapid Fire

Coolabah's Christopher Joye: Australian inflation may re-accelerate in 2025

In his year-end interview, Coolabah Capital's Christopher Joye shares with us what he is looking out for in 2025.
Hans Lee
Livewire Markets
Macro

RBA still likely to argue demand is exceeding supply

Updated RBA estimates of spare capacity suggest that demand still exceeds supply, both in terms of activity and the labour market.
Kieran Davies
Coolabah Capital
Macro

Goldilocks stayed for 2024, but what’s in store for investors in 2025?

2025 is likely to see positive returns, but after the surprising calm of 2024, it’s likely to be far more volatile and more constrained.
Shane Oliver
AMP
Macro

Will 2025 be a goldilocks year for investors?

The last episode of the Signal or Noise season may be upon us but there is still no shortage of news to cover and insights to listen to!
QAN
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Hans Lee
Livewire Markets
Macro

Productivity vs population in driving the US and Australian economies

US economic outperformance reflects superior labour productivity, while Australia continues to be powered by strong population growth.
Kieran Davies
Coolabah Capital
Macro

Bitcoin has just broken through US$100,000

Bitcoin’s rally past the $100k milestone today highlights a possible shift in market dynamics, with capital rotating from assets like XRP and TRX—both seeing...
Caroline Bowler
BTC Markets
Macro

What these 3 investors learned in 2024

It's our last show of the season and 'tis the season to be thinking about the year it's been.
Hans Lee
Livewire Markets
Macro

"It's the economy, stupid": How Trump won his second term

An astonishing American political season culminated in voters choosing as their 47th president, the person who was previously their 45th president. There aren’t enough...
Dan Farmer
MLC Asset Management
Macro

The companies and sectors poised to surge under Trump

Trump's presidency is driving transformative trends, creating lucrative opportunities for key industries and forward-thinking investors.
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Xinyu Ru
Fawkes Capital Management
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