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Macro

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

Macro

Big banks have never faced more competition...

Today I write that the ACCC inquiry into the big banks, and the front book/back book fracas that reportedly precipitated it, are completely bogus. Let’s get a few...
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Christopher Joye
Coolabah Capital
Macro

The world economy has backed itself into a corner

The European Central Bank has cut its deposit rate from negative 0.4% to negative 0.5% and is restarting quantitative easing by buying debt at a rate of 20 billion...
Tony Cousins
Tony Cousins
BMO
Macro

Technology Eliminates Mid Skilled Jobs

Our latest extensive trip across the US (California, Arizona, Illinois, Washington, New York, Florida, Washington DC) highlighted the strength of the domestic labour...
Brigette Leckie
Brigette Leckie
Koda Capital
Macro

How to prevent a recession we don’t have to have

Back in November 1990, with the Australian economy deep in the doldrums, Treasurer Paul Keating uttered his now famous remark that this was “a recession that Australia...
Roger Montgomery
Montgomery Investment Management
Macro

The end game approaches for monetary policy

This week I was encouraged to see Shayne Elliott, CEO of ANZ, raise the following; Shayne Elliott… has called on federal Treasurer Josh Frydenberg to convene a summit...
Brett Gillespie
Brett Gillespie
The Super Investor
Macro

Severe risks ahead for markets

September delivered further weakening in the global macroeconomic environment, justifying the large global policy accommodation (mainly via interest rate cuts and...
Charlie Jamieson
Jamieson Coote Bonds
Macro

BetaShares Global Markets Review

Global MarketsHopes and fears regarding a possible US-China trade deal pervaded global markets for much of last week and the tentative agreement struck on Friday...
David Bassanese
Betashares
Macro

How Aussie QE will work

Today I write that it is amusing how we have shifted from nobody believing our early May forecast that Aussie quantitative easing (QE) was coming, to it suddenly...
Christopher Joye
Coolabah Capital
Macro

Central bankers acting like a group of mad professors

This week, a Bank of International Settlements (BIS) subcommittee (the Committee on the Global Financial System) produced a report that reviewed a decade of...
John Abernethy
Clime Asset Management
Macro

Is it just me or are China’s reactions increasingly unhinged?

Part of my investment thesis on China is that the underlying structural issues have been laid bare by the trade war. Regardless of any face-saving deal, the problems...
Damien Klassen
Nucleus Wealth
Expert Insights

It’s time for the government to step up

With the official RBA cash rate at new record lows and with another cut widely expected there is growing debate around whether quantitative easing (QE) will be used in...
Livewire Exclusive
Livewire Markets
Macro

Do impeachments hurt equities?

A few weeks ago, it became official, President Trump will face impeachment charges. At a time when the market faces increasing uncertainty (or so it seems), is this...
Josh Terlich
Josh Terlich
Mason Stevens
Macro

BetaShares Weekly Markets Update

Last week provided further tangible signs that the trade-induced slowdown in the global economy was finally filtering through to the United States, which...
David Bassanese
Betashares
Macro

Aussie dollar brushes off equity turmoil

Considering the past week has included global markets being shaken by a collapse in a key US manufacturing survey to a 10 year low, the S&P 500 kicking off Q4 by...
Sean Callow
Sean Callow
Westpac Bank
Macro

Demolishing a housing doomsayer

On Thursday I debated and demolished my old foe Dr Steve Keen (of doomsday fame) on the contentious subject of Aussie housing. You might recall that Steve was the guy...
Christopher Joye
Coolabah Capital
Macro

As predicted, RBA QE is coming soon...

In predictably cutting its cash rate to a new record low of 0.75 per cent in October, the RBA moved itself one meeting away from initiating quantitative easing (QE),...
Christopher Joye
Coolabah Capital
Macro

Has Australia really had three recessions in the last 28 years?

The claim that Australia has gone 28 years without a recession since the early 1990s recession ended in 1991 has been subject to some criticism in recent times with...
Shane Oliver
AMP
Macro

BetaShares Weekly Market Review

Global MarketsIt was another modest risk-off week for global equities with the US S&P 500 again failing to push through the previous record high of 3,027 set in...
David Bassanese
Betashares
Macro

Kissinger: Why Traders are Smarter than Investors

While studying at Cambridge University in 2003 I got a letter from former US secretary of state Henry Kissinger, inviting me to meet him in New York. I naturally...
Christopher Joye
Coolabah Capital
Macro

Nucleus Investment Insights with Patrick Poke of Livewire markets

As part of Nucleus' webinar and podcast series "Nucleus Investment Insights", we often seek to have various industry members as guests to gain further insights. On...
Damien Klassen
Nucleus Wealth
Macro

Why investment time horizons matter

The ASX Accumulation All Ordinaries Index (All Ords) has generated an impressive 11.4% annualised return since 31/12/1979. Of course, what matters for investors in the...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Macro

Is the RBA really going to hit the nitrous?

In an attempt to stimulate a weak economy, central banks employ quantitative easing (QE) by purchasing securities on the open market to increase the money supply....
WLE
Matthew Haupt
Wilson Asset Management
Macro

Don't focus on trying to time the market

The recent easing bias of central banks around the world has left many investors scratching their heads as they contemplate the direction of global yields. Will they...
Aaditya Thakur
PIMCO
Macro

Profiting from the trade war via a plunging Aussie dollar

This weekend’s announcements by President Trump that the US/China trade war can last another year or more (beyond the November 2020 US Presidential election) may have...
Charlie Jamieson
Jamieson Coote Bonds
Macro

BetaShares Weekly Market Review

Global Markets Ongoing trade concerns and a less dovish than hoped Federal Reserve saw global stocks edge lower last week. Reflecting risk-off sentiment, bond...
David Bassanese
Betashares
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