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Macro

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

Macro

What the RBA's house price forecasts might look like...

In the AFR I write that while our contrarian macro forecasts have been widely documented, what is not as well understood is the many complex inputs into these...
Christopher Joye
Coolabah Capital
Macro

Off the Charts! Zip smashes expectations, Alibaba thanks the CCP and a $100 million deli

G'day and welcome back to the latest instalment of Off the Charts! bringing you the biggest headlines of the week on all things investing. The theme of this week,...
ZIP
Livewire Exclusive
Livewire Markets
Macro

The market is overreacting

In the month of March, global markets saw the rise in bond yields as investors worried about unmanageable inflation on the horizon. This has definitely shaken up...
REA
Andrew Macken
Montaka Global Investments
Macro

Forecasting the housing boom using a key RBA model

In a new research paper (download here), Coolabah’s Chief Macro Strategist, Kieran Davies replicates one of the RBA’s internal models on the Australian housing market...
Kieran Davies
Coolabah Capital
Macro

'Savvy investors': Increase your income, despite decreasing rates

Service stations and quick service restaurants are not typically front of mind when everyday investors think about investment income. So why are yield hungry investors...
Shane Wakelin
Shane Wakelin
Fawkner Property
Macro

"An inflation hill moment approaches," says Charlie Jamieson

The macro-environment ahead is largely good news for investors, says Charlie Jamieson, CIO of Jamieson Coote Bonds. “The prospect of rising inflation is opening a...
Livewire Exclusive
Livewire Markets
Macro

What you need to know about NFTs and the blockchain

Move over cryptocurrencies. There’s a new kid on the block(chain) – non-fungible tokens (NFTs). And if you’re an investor, you need to know about them. Because there...
Roger Montgomery
Montgomery Investment Management
Macro

10 Charts to Watch in 2021 [Q1 Update]

Welcome to Q2! Things have moved fast since my original post (both in terms of market movements and the general consensus/sentiment). So I thought it would be helpful...
Callum Thomas
Topdown Charts
Macro

What is happening in growth vs value investing?

In the past we have commented several times on the relative performance of value vs growth investing, including this article from the middle of last year, which...
Tim Kelley
Montgomery Investment Management
Expert Insights

A new era in financial markets

After one of the longest periods of underperformance in history, governments and central banks' response to the COVID-19 crisis may well have ushered in a new era for...
+1
Livewire Exclusive
Livewire Markets
Macro

Off the Charts! Travel bubble opens, Yuan goes digital and Canva considers listing

Yes folks it's Off the Charts! our weekly round-up of everything you need to know (and some things you don't) from the world of investment. The Livewire team hopes you...
QAN
Livewire Exclusive
Livewire Markets
Macro

Will the Australian Dollar (AUD) continue to climb in 2021? | Video podcast

Will the Australian Dollar (AUD) continue to climb in 2021? In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of...
Damien Klassen
Nucleus Wealth
Macro

Housing is very affordable

Today in the AFR I argue that contrary to popular myth, there is no housing affordability crisis (click on that link to read the full column). Quite the opposite, in...
Christopher Joye
Coolabah Capital
Macro

The only way is up for shares and commodities

Most of the time, financial markets ebb and flow like the tide. All boats are lifted or fall together. But sometimes, different assets part company, responding to the...
Tom Stevenson
Fidelity International
Macro

Job ads reach 12-year highs but no signs of change from Lowe

No one expects a rate change from the RBA any time soon, but some leading experts believe it might happen sooner than we think. With no change to rates, all eyes were...
Mia Kwok
Mia Kwok
Livewire Markets
Macro

Brace for strong growth - 2021 rebound set to surprise

An increasingly successful vaccine roll-out, the passing of a massive US fiscal stimulus, and recently less hawkish China policy outlook all suggest that 2021 will...
Scott Haslem
LGT Crestone
Outlook Series

Livewire reader predictions: How're you doing after 3 months?

Believe it or not, the first quarter of 2021 has already come to a close. While (thankfully) it’s been a much less eventful one than Q1 of 2020, it’s still brought its...
APT
CSL
TLS
+1
Patrick Poke
A Rich Life
Macro

RBA delivers stealthy QE increase

In the AFR I write that one of the most interesting developments in local financial markets this week has been ANZ breaking the drought of senior bank bond supply with...
Christopher Joye
Coolabah Capital
Macro

Data drop: uptick in job vacancies while retail takes a nap

It's the start of a new quarter and optimism abounds. Brisbane has been released from lockdown, vaccines are on their way (albeit slowly) and the latest data drop from...
JBH
Mia Kwok
Mia Kwok
Livewire Markets
Macro

Off The Charts: 3 splits, 5 hits and a $20bn wipeout - a week in the world of investing

We're back! Off The Charts is here again to wrap up everything you need to know (and some things you don't) from the week. This week, as an Easter long weekend treat,...
AGL
TLS
Livewire Exclusive
Livewire Markets
Macro

Dealing with an inflation head fake

Our baseline view is for a strong recovery across the world and inflation that – in spite of all the reflationary talk – is likely to remain below central bank targets...
Joachim Fels
PIMCO
Macro

More inequality. More grievances. More debts

A few weeks ago, a house was listed for sale in Sydney’s famous Bondi at $3.8 million. (There were no water views, unlike for the $20.1 million penthouse apartment...
Andrew Macken
Montaka Global Investments
Macro

Are we experiencing a commodity supercycle? | Video podcast

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller investigate...
Damien Klassen
Nucleus Wealth
Macro

The coiled spring: Markets are primed

A year into a global lockdown, most people are desperate to get their lives back. With vaccine programmes now being rushed out around the world, the good news is...
Miles Staude
Global Value Fund
Macro

Dispelling some common market myths

Myths abound. Is a bubble forming in shares? How long will the reflation trade last? Are we in a new mining super cycle? Is it over for technology and growth shares?...
Justin Braitling
Watermark Funds Management
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