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          <time datetime="2022-09-14T07:20:22+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 14, 2022 07:20</time>
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              Chart of the Week - Disinflation desire
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Pricing Pressures Peaked (Piqued?):  The global PMI pricing pressure indicator peaked earlier this year, and if past correlations hold we should expect further...
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        Topdown Charts
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/macro">Macro</a>

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          <time datetime="2022-09-14T07:15:06+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 14, 2022 07:15</time>
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Inflation: The damaging misjudgement
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Why do we trust money? Paper money or fiat currency* is essentially about trust. We exchange things for money: our labour, something we own like a house or car, or a...
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        IML
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              &quot;Rising rates don&#39;t keep me up at night&quot;: PIMCO&#39;s Bowe
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    To say it has been a challenging period for bonds would be an understatement. In fact, the first quarter of this year saw the worst start to a calendar year in...
</div>

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          <time datetime="2022-09-14T06:41:30+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 14, 2022 06:41</time>
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              75 or 100: Has the Federal Reserve&#39;s plan been upset by soaring inflation?
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    Welcome to Charts and Caffeine - Livewire&#39;s pre-market open news and analysis wrap. We&#39;ll get you across the overnight session and share our best insights to get you...
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              An inversion of M2 and the CPI: a reliable recession signal
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    With the US’ M2 growth decelerating sharply, as opposed to inflation, a significant recession should now be the major concern Alongside the US delivering its second...
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        Economics Uncovered
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              The Match Out: The rally continues, Lynas (LYC) runs out of water, watch the US CPI print tonight
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>The investment manager that pays no mind to rising <span class="whitespace-nowrap">rates<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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    Rising rates are like the plague for fixed income portfolios. That is, unless you&#39;re Ardea.  When rates go up, so do yields. But when yields rise, the value of bonds...
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              6 ASX micro-cap stocks that could benefit as M&amp;A activity rolls over
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  Mergers and acquisitions among small- and micro-caps appear to be on the rise, as slowing activity at the larger end of the market rolls over amid higher inflation,...
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      +8
</a></div>

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      +6
</a></div>

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              Why there could be 40% upside in the Qantas share price
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    Qantas (ASX: QAN) has been in the dog house these past weeks.  From delays and cancellations to staffing shortages; it sure doesn&#39;t seem to be &quot;Australia&#39;s favourite...
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        <time datetime="2022-09-13T10:23:08+10:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">September 13, 2022 10:23</time>
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Why rising interest rates are good news for <span class="whitespace-nowrap">some<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Everything we&#39;re hearing from central banks around the world continues to emphasise their focus on getting on top of inflation. Here in Australia, the Reserve Bank has...
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              75% of the way through the market cycle, here are 13 stocks WAM Leaders is backing
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The S&amp;P/ASX 200 has rebounded more than 8% since hitting a low in late June, but Wilson Asset Management lead portfolio manager Matthew Haupt believes there&#39;s more...
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          <time datetime="2022-09-13T08:30:04+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 13, 2022 08:30</time>
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              Should you invest in alternatives?
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    Indulge us in a hypothetical:  You’re uncertain of equities and fearful of recent volatility, but your portfolio is chock full of bonds to the limit of your asset...
</div>

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              This is how you escape Australia&#39;s dividend trap
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    In Australia, income investing is too often thought of as fully-franked dividend investing.  That narrow lens can easily lead to a dividend trap – where investors...
</div>

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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Yardeni Research: US inflation&#39;s peak &quot;is behind us&quot; - but should you cash out?
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    Welcome to Charts and Caffeine - Livewire&#39;s pre-market open news and analysis wrap. We&#39;ll get you across the overnight session and share our best insights to get you...
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          <time datetime="2022-09-12T17:12:07+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 12, 2022 17:12</time>
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              The Match Out: ASX extends rally, MA Financial suffers on visa changes, Atlas hoping for Chicago asset
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    Equities started this week where it left off, with buyers in full control for the Monday session. Supported by strength in commodity markets and a strong US session...
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>How to trade time for <span class="whitespace-nowrap">value<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  So much of successful investing is about finding something the market has either missed or is yet to pay attention to. If you can trade on that idea before the market...
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              Gradually, then suddenly
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    “How did you go bankrupt?” Bill asked. “Two ways,” Mike said. “Gradually, then suddenly.” Hemingway’s famous line from The Sun Also Rises offers a few parallels to...
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</a>    <div class="px-4 mt-0.5">
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    <div data-controller="tooltip">
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  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Qantas Airways Ltd</div>
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</a>  <div class="hidden" data-tooltip-target="content">
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          <time datetime="2022-09-12T13:02:05+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 12, 2022 13:02</time>
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              How to buy a LIC at the right price
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    With a range of LICs on the market, how do you choose the right one for you? And how do you assess the quality of a LIC before buying? Researching LICs shares some...
</div>

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          <time datetime="2022-09-12T12:13:19+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 12, 2022 12:13</time>
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              Three reasons why we are underweight discretionary retail
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The ASX has some extraordinary consumer discretionary businesses – think ARB, Nick Scali, JB Hi-Fi, Breville  and Lovisa.  And we hold some of these in our small...
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          <time datetime="2022-09-12T08:26:54+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 12, 2022 08:26</time>
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              Why too much noise can seriously impair investment decisions
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     Equity investors need information to make investment decisions, otherwise, no analysis of any kind would be possible. Without any information on a company, a...
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        Castle Point Funds
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