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Macro

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

Macro

RBA's last-ditch effort

Yesterday's drastic action by the Reserve Bank of Australia suggests it is embarking on a last-ditch effort to demonstrate its inflation targeting commitment, even at...
David Bassanese
Betashares
Macro

What can we learn from the pioneers of QE?

The RBA’s decision to cut interest rates to a record low of 0.1 per cent while announcing a quantitative easing program of $100 billion brings Australia’s central bank...
Angus Kennedy
Livewire Markets
Macro

The safest bet you'll see today

For anyone looking for a punt today, November's RBA announcement appears as a much safer bet than the Melbourne Cup. The Central Bank's pre-emptive and forward...
Angus Kennedy
Livewire Markets
Macro

Aussie house prices increase in October (in line with our March 2020 forecast)

Consistent with our March 2020 forecast for a very mild 0% to 5% correction in national house prices followed by a recovery around six months later, CoreLogic has...
Christopher Joye
Coolabah Capital
Macro

Street riots, buyback crackdowns on investor watchlist ahead of US Election

Australian company share buybacks have skyrocketed past $10 billion this year, as boards tap equity markets to shore up balance sheets against the pandemic onslaught. ...
Glenn Freeman
Livewire Markets
Macro

Australia’s household wealth slides

The COVID-19 pandemic has had a huge impact on regions all around the globe and affected people’s lives in countless ways. How it has impacted wealth, and the...
Bella Kidman
Bella Kidman
Livewire Markets
Macro

Should the Reserve Bank of Australia give people money?

Many of us are now familiar with the impact of low interest rates on our savings. For those unhappy with the meagre return on cash and term deposits, spare a thought...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Macro

A recession like no other

There are five reasons why this downturn and the subsequent recovery will be different to anything that has gone before. This economic downturn and recovery differs...
Shane Oliver
AMP
Macro

Short and Sharp: 2020 – The year when nothing really changed (for markets…)

This year, the hits have come hard and fast, with the global pandemic wreaking economic devastation and seemingly changing life as we know it. Fear and anxiety have...
Seema Shah
Principal Asset Management
Macro

How will the US election impact Australian investors?

The dominance of the U.S. over global markets has long meant that its Federal Elections also influence investment activity on an international scale. The 2016 results...
kanish chugh
kanish chugh
Global X ETFs
Macro

Investors bracing for weeks of volatility

America votes for a new President next Tuesday. If, however, you are expecting to wake up on Wednesday morning knowing who will be in the White House for the next four...
Tom Stevenson
Fidelity International
Macro

Just listen: what the Fed is saying

If yield curves are to be believed, market consensus would appear to be that an acceleration in economic activity is likely to spark inflation.  However, a read...
David Rosenbloom
David Rosenbloom
ICN Consulting
Macro

Welcome to the zombie global economy

Governments the world over have been lamenting the lack of productivity growth for the last 15 years. In Australia this has been somewhat masked by our enormous...
Jonathan Rochford
Narrow Road Capital
Macro

Is superannuation distorting investment markets, with Dr Cameron Murray | webinar & podcast

Our attention turns this week to what is most Australian’s second biggest asset: superannuation. Super means a lot things to every Australian. For some it’s a tax...
Damien Klassen
Nucleus Wealth
Macro

House prices rise for first time in October

Writing in the AFR today I am happy to report it here first: Australian home values have officially increased for the first time in October since the (tiny) COVID-19...
Christopher Joye
Coolabah Capital
Macro

You're on your own! RBA not concerned with your income needs

Melbourne Cup Day 2020 will be memorable for a few significant reasons: First, because of COVID restrictions there will be virtually no one at Flemington racecourse...
John Abernethy
Clime Asset Management
Macro

Examining the global outlook and long‑term disruptors

The members of PIMCO’s Global Advisory Board, a team of world-renowned macroeconomic thinkers and former policymakers, recently joined the discussion at PIMCO’s annual...
PIMCO .
PIMCO
Macro

China's impressive recovery

The pandemic was made in China, but its impact has been significantly greater in Europe and the Americas, both north and south. Despite accounting for nearly 60pc of...
Tom Stevenson
Fidelity International
Macro

Quantifying the k-shaped recovery

I have a working theory that the September quarter earnings (Q3) coming out over the next few weeks are going to give excellent insight to the new normal. Q1 earnings...
Damien Klassen
Nucleus Wealth
Macro

Seismic shift leaves more questions than answers from the RBA

If you were tasked with fundamentally changing the operating target for monetary policy in a major developed nation how would you go about it? The Federal Reserve has...
Tim Toohey
Yarra Capital Management
Macro

Sovereign vulnerabilities

One of the ongoing debates amongst economists is whether there is a level of sovereign debt-to-GDP which would hamper a nation’s economic growth prospects. It...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Macro

What if we get a vaccine?

Our global pharmaceutical team is confident there will be a positive Phase 3 testing result from at least one of the four major trials by the end of the year after...
Andrew McAuley
Credit Suisse
Macro

3 places to invest as interest rates head south

With interest rates heading to zero, keeping your money in the bank has become a poor way to increase – or even preserve – your wealth. A better strategy, I believe,...
Roger Montgomery
Montgomery Investment Management
Macro

Super low interest rates come with side effects

Sitting on the desk of Reserve Bank of Australia Governor Philip Lowe most days when he arrives at work are letters from the public. Many are from retirees who have...
Michael Collins
Michael Collins
Magellan
Macro

The disastrous Economics of Climate Change, with Prof. Steve Keen | Webinar & Podcast

On the agenda today: • prof. Keen's recent work on the appallingly bad neoclassical economics of climate change, in which he contends numerous errors have been made in...
Damien Klassen
Nucleus Wealth
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