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Macro

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

Macro

The US dollar explained: 6 ways to play the rising greenback

The US dollar (USD) is the most influential currency on earth and its relative strength or weakness has far-reaching implications for the global economy. In the...
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Hue Frame
Frame Funds Management
Macro

"Technology is still the place to be"

Investors who ignore Afterpay (ASX: APT) and other listed financial technology firms bent on disrupting banks risk missing out on impressive returns. So said Munro...
CDA
FMG
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Glenn Freeman
Livewire Markets
Macro

Resilience and elasticity in the face of extreme adversity

My heart goes out to the many millions of individuals, families, and businesses staring down the barrel of extreme, lockdown-induced adversity across the country right...
Christopher Joye
Coolabah Capital
Macro

Reflections on the shortest US recession in history

It’s official. As announced on 19 July, the United States National Bureau of Economic Research (NBER) determined that last year’s US recession* ended in April – just...
David Bassanese
Betashares
Macro

The long and the short: the running of the bull

When speaking to clients, our investment team is frequently asked whether the market's extraordinary run is due to come to an end. It’s a question many in the market...
Kristiaan Rehder
Kardinia Capital
Macro

10 charts we’re thinking about right now

America is running out of houses Source: Zonda What it means House prices around the world are rising rapidly – including in the United States. Recent...
Chris Bedingfield
Quay Global Investors
Macro

What keeps Hamish Douglass up at night?

The Magellan Financial Group CIO Hamish Douglass and his team clearly spend many hours weighing risks. And he seems to have a knack for tuning out the market noise...
Glenn Freeman
Livewire Markets
Macro

Is gold set to be institutionalised?

Even though gold prices rallied in the first two weeks of July, there is no denying it was a tough first half of the year for the precious metal, which fell toward USD...
Jordan Eliseo
ABC Bullion
Macro

What can we learn from the investing themes of FY21?

July is a natural time for us to review the financial year just past – both in terms of The Montgomery Fund as well as the investment journey of the broader market....
CDA
IEL
SCG
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Joseph Kim
Macro

"The Wealth Tax" or why inflation matters

I’m borrowing from Financial Times columnist Merryn Somerset Webb’s expression that inflation is a wealth tax because it so elegantly puts into relief what the current...
Chad Padowitz
Talaria Asset Management
Macro

How many lives have been saved by Australia’s approach to COVID?

By global standards, Australia has so far managed to contain the COVID outbreak fairly well. Given that debate still rages over whether rolling lockdowns and border...
David Bassanese
Betashares
Macro

Is greed feeding the macro environment?

As society was exhaling from the post-war world of 1946, Arthur Lefford from New York University’s Department of Psychology took particular interest in people’s...
Jesse Moors
Jesse Moors
Spatium Capital
Macro

Lowe’s monetary policy revolution

In the AFR I write that in an important new speech on Thursday, RBA governor Phil Lowe confirmed that the central bank is grappling with the big macro questions that...
Christopher Joye
Coolabah Capital
Macro

Governments are running an anti-productivity agenda

One of the most annoying and destructive narratives from mainstream economists in the last decade has been that government debt doesn’t matter. It’s commonly trotted...
Jonathan Rochford
Narrow Road Capital
Macro

What’s hot and what's not as stimulus tapers off?

Last year brought fiscal stimulus to the world's economy at a scale never seen before. In Australia alone, the government spent $257 billion in direct economic...
Glenn Freeman
Livewire Markets
Macro

Phil Lowe provides more detail on the length of QE program

In the Q&A following his excellent speech today highlighting a 3 point something NAIRU, RBA Governor Phil Lowe provided further nuance and detail around his QE...
Christopher Joye
Coolabah Capital
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
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