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Daily Report

Fed warns of a 'mild recession' this year, US inflation cools, Morgan Stanley's new lithium playbook

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
Equities

Is 2023 the right time for housing-exposed stocks?

The past 12 months have been a tough period for housing-exposed stocks. Monetary tightening has adversely impacted the housing market (in the US and domestically),...
Rob Crookston
Rob Crookston
Wilsons Advisory
Macro

Are markets at a tipping point?

Original article published 3rd April 2023 Bank stress is not GFC 2.0, but downside risks remain March was eventful in markets. The collapse of SVB, forced merger...
Alex Stanley
Ardea Investment Management
Asset Allocation

Why commodities and banks may lead the next bull market in equities

Longview Economics' Chris Watling argues the US is still very expensive on every measure - and the burst is not done yet.
+6
Hans Lee
Livewire Markets
Education

Investing for income? Aussie shares are still the place to be

According to Andrew Fraser from Merlon Capital Partners
BHP
JBH
+5
David Thornton
Livewire Markets
Education

Why the RBA should be abolished – and what could replace it

Central banks’ inflation destroys currencies and worsens the boom-bust cycle. Milton Friedman reckoned that computers would do far better.
Chris Leithner
Leithner & Company Ltd
Macro

The three things PIMCO is watching as Australia hangs in the balance

We consider whether the cash rate has peaked, in the wake of the RBA’s first pause since the tightening cycle began last May.
Robert Mead
PIMCO
Fixed Income

Bonds are back, baby!

Credit markets are normalising after a rough period and opportunities are there for the taking, says Western Asset's Anthony Kirkham
Chris Conway
Livewire Markets
Property

The physical office in a hybrid world

Why changing occupier demand means investment opportunity
Tom Duncan
Cromwell Property Group
Equities

Why earnings may be the most important economic data point of 2023

The US quarterly earnings are upon us and Maqro's Mark Gardner expects it will provide big insights into the real economy.
+4
Mark Gardner
MPC Markets
Daily Report

S&P 500 flat ahead of inflation data, IMF issues growth warning, ASX to rise

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
Macro

A tight US labour market despite higher interest rates

The US labour market is past its peak, but still remains very tight despite higher interest rates.
Kieran Davies
Coolabah Capital
Equities

Why we shorted Austal: 9 warning signs that signalled choppy waters ahead

Donald Trump was not the only individual to be indicted by a grand jury over the weekend. A US Federal grand jury returned an indictment against three Austal USA LLC...
ASB
Dr David Allen
Plato Investment Management
Macro

Quant investing: Transaction Cost and Slippage Analysis

Transaction cost and slippage analysis are important aspects of evaluating the performance of a trading strategy. Transaction costs refer to the fees and expenses...
Hue Frame
Frame Funds Management
Education

Can Australian small-cap companies weather a global storm?

Australian small caps is a volatile asset class and one for the long-term investor. With recent offshore bank failures and some concerns creeping into credit markets...
Matt Griffin
Maple-Brown Abbott
Daily Report

S&P 500 higher ahead of US inflation data and earnings season, ASX to rise

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
Equities

What AI and Big Tech mean for responsible investors

We sit down with Mary Manning and Jessica Cairns to discuss AI and how it can be factored into the ESG integration process
Fidante .
Fidante
Macro

Charts of the Week - Pension tensions, OPEC production cuts and modelling US payrolls

This week’s charts begin by examining the Spanish population pyramid as an example of the challenge facing pension systems.
Macrobond Financial
Macrobond Financial
Macro

When policy tightens: Signals from a non-systemic banking crisis

Scott Haslem, CIO of LGT Crestone delivers his views on whether the recent bank failures will have a systemic impact on markets
Scott Haslem
LGT Crestone
Macro

Is the RBA’s cycle over?

Although Martin Place has paused its tightening cycle, the risk of further rate increases has not completely disappeared.
Christopher Joye
Coolabah Capital
9161-9180 of 39091
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