Home Wires

Macro

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

Macro

America at a policy crossroads

President Trump’s policy approach thus far has focused on cutting taxes, redefining the US relationship with major trading partners – most notably triggering the trade...
abrdn .
abrdn
Macro

Will Technology Driven Deflation be 'The Price of Tomorrow'? With Jeff Booth | Webinar & Podcast

In this weeks investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Head of Financial Advice Tim Fuller and Jeff Booth discuss Jeff's #1 best seller...
Damien Klassen
Nucleus Wealth
Macro

Goldman: Vaccine approved by end 2020

Goldman Sachs' economists write this morning: We now expect that at least one vaccine will be approved by the end of 2020 and will be widely distributed by the end of...
Christopher Joye
Coolabah Capital
Macro

When will Victoria’s COVID-19 crisis peak?

In the AFR today I reflect on the question of when Victoria's COVID-19 crisis will peak, and the ramifications for financial markets, and securitised portfolios of...
Christopher Joye
Coolabah Capital
Macro

An investor's guide to good government stimulus

We are in a strange political environment. Globally there have been trillions of dollars of government stimulus announced, deficit hawks have turned chicken, and...
Damien Klassen
Nucleus Wealth
Macro

How will COVID change the world?

The COVID-19 pandemic and associated shutdowns of economic activity are an enormous negative growth shock that is causing unprecedentedly deep recessions almost...
Jeremy Lawson
abrdn
Macro

US election: Polls, policies and portfolio positioning

We are tactically overweight risk, led by positions in domestic equities and international corporate credit. After sharp declines in Q2 growth, leading indicators...
Scott Haslem
LGT Crestone
Expert Insights

The single most important concept in markets today

In the wake of the Global Financial Crisis, the world shifted away from the Yellow Pages. Now, they’re merely used as seat boosters. Joe Magyer, CIO at Lakehouse...
Livewire Exclusive
Livewire Markets
Expert Insights

Are you brave, or are you foolish?

We asked Michelle Lopez, Head of Australian Equities at Aberdeen Standard Investments, if she was bullish or bearish on the outlook for markets. “It's a very brave...
Livewire Exclusive
Livewire Markets
Macro

Is value investing poised to do well?

One of the most fundamental dichotomies that can be drawn in equity markets is the one that separates “value” from “growth”. In simple terms, you pick a basic metric...
Tim Kelley
Montgomery Investment Management
Macro

Will the RBA cut to 0.1%?

Global equities saw fit to focus on the positives last week, taking heart in the Fed’s renewed pledge to support growth and in the awe-inspiring ongoing strength in...
David Bassanese
Betashares
Macro

Perhaps we should have stayed at home…

Escalating COVID-19 infection rates in the U.S. have forced a rollback of many economic opening measures, potentially uprooting the already fragile recovery in U.S....
Seema Shah
Principal Asset Management
Macro

Pulling back the curtain on Australia's economy with CBA's Head of Economics, Gareth Aird

Join us as we discuss CBA’s real-time tracking of the Australian economy, the difficult path ahead, the role of government in stimulating growth, and Gareth’s views on...
Damien Klassen
Nucleus Wealth
Macro

What does the gold price surge tell us about the US dollar?

The US dollar fell against all G10 currencies in July, in an orderly decline. More dramatic have been the surges in gold, up 10% in July including record highs and...
Sean Callow
Sean Callow
Westpac Bank
Macro

The way forward is littered with landmines

I have been in markets for over 30 years, and the first half of 2020 will go down as one of the most difficult environments I have encountered. We had the coronavirus...
Simon Doyle
Schroders
Macro

Sprint-start…slowing to a jog

A relaxation of lockdowns and substantial support from policymakers have elicited an impressive and co-ordinated rebound across global economies. But, while this has...
abrdn .
abrdn
Macro

9 big risks the market forgot to price in

A few months ago, I made my case in a video interview with Livewire as to 'Why the bulls are wrong'. Last week, Livewire reached out to me last week as part of a...
APT
TNE
Jerome Lander
WealthLander
Macro

The RBA is content to be unconventional but not original

Last week RBA Governor Phil Lowe seemingly dealt a savage blow to proponents of the new economic policy frontier that is Modern Monetary Theory (MMT). Governor Lowe...
Alex Joiner
Alex Joiner
IFM Investors
Macro

A retest of the March lows? The bears are kidding themselves

In Why you should fear the big bad bear my colleague Patrick Poke and popular Livewire contributors Jerome Lander, Kate Samranvedhya, Anton Tagliaferro and Donald...
Vishal Teckchandani
Livewire Markets
Macro

The state of play

In the AFR this weekend I write that investment decisioning is complex right now because the world is in such an unusual and fluid place. One of the most important...
Christopher Joye
Coolabah Capital
Macro

The Road to Economic Hell is Paved with Good Intentions | Webinar & Podcast

Today we look at a rough roadmap of what would need to happen on the road to suspending capitalism and markets being artificially held up indefinitely. Whilst we've...
Damien Klassen
Nucleus Wealth
Macro

Why you should fear the big bad bear

Investors today face a challenging dilemma. The economy is staring down the barrel of the biggest recession since the 1930s, while equity prices appear closer to boom...
Patrick Poke
A Rich Life
Macro

What next for our slow-moving economic train wreck?

Government support programs have helped to soften – and postpone – the financial blows from the disruptions caused by COVID-19. In so doing, they’ve also bolstered...
Roger Montgomery
Montgomery Investment Management
Macro

So, finally, belatedly, we can confirm that Westpac is not an irresponsible lender...

Back in August 2018 I argued that UBS banking analyst Jon Mott was wrong when he sensationally claimed that Westpac had potentially breached Australia's responsible...
Christopher Joye
Coolabah Capital
Macro

Will the S&P 500 break out or be pushed back into its range?

Global equities eked out further gains last week, largely reflecting more vaccine hopes, good JP Morgan earnings and general relief that more widespread lockdowns were...
David Bassanese
Betashares
1926-1950 of 2747