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Macro

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

Macro

Diverging recoveries, diverging policies

Variations in vaccination progress and economic stimulus have delayed synchronization of the global economic recovery. The U.S. is expected to lead the recovery in...
Kerry Craig
J.P. Morgan Asset Management
Macro

The market vs the RBA – is a hike before 2024 likely?

The RBA is sticking with their timing of 2024 before they see any increase in interest rates. The market believes that inflation will be back sooner than the RBA is...
Chris Rands
Chris Rands
Yarra Capital Management
Macro

Rising inflation: A structural shift or dead-cat bounce?

Google searches for “inflation” are higher now than at any time since such things were first measured around 13 years ago. It’s partly a natural reaction to the...
Glenn Freeman
Livewire Markets
Macro

What is the return outlook for FY22?

The past financial year saw a spectacular rebound in returns for investors as the focus shifted from the recession to recovery against a backdrop of policy stimulus...
Shane Oliver
AMP
Macro

Time to reflect and reload

The spike in inflation as the United States has emerged from its COVID-19 lockdowns has hardly come as a surprise. Its magnitude, however, has caused economists and...
Ronald Temple
Lazard Asset Management
Macro

Five factors driving the correction in gold

Precious metals fell sharply in June 2021, with gold, which fell by more than 7%, recording one of its largest monthly declines of the last decade. The key driver of...
Jordan Eliseo
ABC Bullion
Macro

RBA's third bond buying program arrives and will likely be more than $100bn in size...

After months of anticipation, the RBA finally delivered on its third quantitative easing (QE) program. Way back on 5 February 2021, when Coolabah first forecast a $100...
Christopher Joye
Coolabah Capital
Macro

Chris Watling's allocation tips for long term investors

Long-term readers of Livewire will be familiar with the views of strategist Chris Watling, the founder and chief economist of London-based Longview Economics....
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Livewire Exclusive
Livewire Markets
Macro

The big questions for equities

Is the market cycle turning? Are we entering a new phase of growth and policy both here and offshore? This month we look at the ‘big questions’ for equity markets in...
Scott Haslem
LGT Crestone
Macro

The macro forces you should watch in FY22

The mother of all “unknown unknowns” (to borrow some tortured phrasing from former US Defense Secretary Donald Rumsfeld, who passed away on Friday) hit the world a...
Glenn Freeman
Livewire Markets
Macro

Investing in large caps ahead of two major inflection points

Conditions could not be more supportive at the moment, but inflection points on the horizon will wind excesses out of Australian investment markets, as China eases its...
WLE
Matthew Haupt
Wilson Asset Management
Macro

Open borders are the next big regime change

In the AFR today I write that a crucial new development in the COVID-19 debate has been State governments declaring their hands on when Australia should resist...
Christopher Joye
Coolabah Capital
Macro

4 key investor impacts of the latest lockdowns

News that I and many others were effectively in lockdown from Friday was depressing. It got even more depressing when the whole of Sydney and its surrounding suburbs...
Shane Oliver
AMP
Macro

What to buy in inflationary times

The biggest question for markets globally is how high will inflation reach and for how long. To understand why it’s such an important question, you need to appreciate...
Andrew McAuley
Credit Suisse
Macro

Finding future profits: Is this time different?

US corporate earnings (S&P 500) totalled US$421 billion, up 27% compared to the first quarter of 2019 (pre-pandemic earnings). At a time when unemployment remains...
Chris Bedingfield
Quay Global Investors
Macro

Wilson Asset Management: A big market-mover is coming … and soon

A potential “taper tantrum” as the US Federal Reserve eventually winds back record stimulus is the number #1 macro topic for 2021, Wilson Asset Management portfolio...
COL
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Glenn Freeman
Livewire Markets
Macro

Income from the West: Long-term reliable income streams

The Western Australian (“WA”) economy continues to go from strength to strength as per the latest release of Labour Force data from the Australian Bureau of Statistics...
BHP
COL
RIO
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Shane Wakelin
Shane Wakelin
Fawkner Property
Macro

Careful of the T-bone

The G & T might be replaced with the T & T on the Northern Hemisphere cocktail circuit this summer – tapering and transitory will feature prominently in conversations...
Chris Manuell, CMT
Chris Manuell, CMT
Jamieson Coote Bonds
Macro

The next 12 months will be crucial for Quality

The end of the dream run for Growth and a longer-term period of outperformance for Quality could be close, says Fairlight Asset Management portfolio manager Ian...
CAR
CSL
REA
Glenn Freeman
Livewire Markets
Macro

The keys to Australia's household wealth

Australians are amongst the richest in the world, helped in large part by the value of dwellings and our compulsory Superannuation system. Today, Australia's household...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Macro

Five reasons not to panic as central banks head for the easing exits

The drumbeat of central banks heading towards the exits from ultra-easy monetary policy is getting louder. It started with the Bank of Canada, then the Bank of England...
Shane Oliver
AMP
Macro

The inflation head fake: commodity prices, inventory supercycles and how to invest

The US just printed 5% inflation. Any number of pundits are suggesting investments from commodities to value stocks to protect your investment portfolio from rising...
Damien Klassen
Nucleus Wealth
Macro

The crucial question investors are missing in the inflation debate

Google searches for the term “inflation” doubled in May from the 2020 average, hitting the highest level since 2009. More curiously – but obviously linked – searches...
Pete Robinson
Challenger Investment Management
Macro

Forecasting Australian herd immunity and opening up our borders: early to mid 2022

Coolabah has attempted to forecast both the advent of "herd immunity" in Australia and when governments will be comfortable opening-up our borders to both inflows and...
Christopher Joye
Coolabah Capital
Macro

Why no inflation pass-through is a bigger concern for China

Producers in both China and the US are facing higher costs, prompting growing concerns that inflation could threaten the global economy – but China isn’t waiting to...
Ben Wang, Ph.D. CFA FRM
Jamieson Coote Bonds
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