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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="2022-10-27T08:12:53+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 27, 2022 08:12</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              The battle global investors can&#39;t ignore
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  It’s fair to say geopolitics is the most fraught it’s been in the last two decades.  Nancy Pelosi’s recent visit to Taiwan has set the US and China on a pathway of...
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              Macquarie&#39;s top Budget-inspired tech picks + Pilbara Minerals cops two downgrades
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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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              <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 journey to being a leader in global Mining Tech: Paul House CEO of <span class="whitespace-nowrap">IMDEX<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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    This Episode 3 is a two part series with special guest Paul House, CEO of leading global Mining-Tech company IMDEX. Paul is a country boy who originates from a very...
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              The Match Out: Inflation data trims ASX gains, Medibank (MPL) tumbles after data breach, Coles (COL) sales  update disappoints
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    Aussie shares followed positive overnight leads to jump to a 5-week high early in the day however higher than expected inflation data tapered the rally before...
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        Market Partners 
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              No sign of weakness in consumer spending spells big profits for this card giant
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    Recession, schmession. If there’s one on the cards, consumers are ignoring the gloom and continuing to spend up big. It’s all been wonderful news for retailers. And...
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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>Investing in the energy transition (and the companies leading the <span class="whitespace-nowrap">way)<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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    Thematic investing is a forward-looking investment approach that seeks to capitalise on megatrends. Thematic investing can focus on short-term, more cyclical themes...
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Aristocrat Leisure Ltd</div>
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</a></div>

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      +7
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        Wilsons Advisory
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              What Australia&#39;s hottest inflation print since 1990 means for rates (and stocks)
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    For anyone who thought Australia&#39;s inflation story would be different from our global counterparts, today may have provided quite the alarm. A day after the Federal...
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    They say bad things come in threes. For this tech giant, the unholy trinity comprises rising interest rates, a slowing economy, and fewer advertising dollars being...
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        Livewire Markets
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              IPH gets Smarter &amp; Biggar
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  Robust, durable business model? Check. Highly capable management team? Check. Clean, conservatively stated accounts? Check. Applying Celeste Funds Management’s...
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        Celeste Funds Management
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              What does &quot;a bread and butter&quot; Budget mean for your portfolio?
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    &quot;Hard decisions&quot; was the theme of last night&#39;s second Budget for calendar 2022. Seven months after the Morrison government handed down a pre-election Budget, the...
</div>

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              Chart of the Week - Bear Market Seasonality
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Conditional Seasonality Analysis:  You’ve probably heard some of the old chestnut market seasonality wisdoms and sayings, for instance: the Santa Claus or year-end...
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        Topdown Charts
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              Are we heading back to 70s-style stagflation?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
   “This is nothing like the 1970’s, which was a pretty dismal period, and not just because of polyester and disco.” – Barry Ritholtz, CEO, Ritholtz Wealth Management  ...
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        Pengana Capital Group.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Is it a good time for investors to invest in private markets?
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    In short, yes, we believe it is a good time to invest in private markets.  Sure, we are surrounded by economic and political uncertainty but is there ever a point in...
</div>

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        Reach Alternative Investments
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          <div class="sm:flex-grow">
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              Morgan Stanley: Iron ore is presenting a &quot;premium&quot; opportunity
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    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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    Something big is about to break, and you need to be nimble. That was the main message from T. Rowe Price&#39;s Head of International Fixed Income Arif Husain, who...
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              The Match Out: Stocks edge higher ahead of Federal Budget, Ampol hurt by Jet Fuel
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          <time datetime="2022-10-25T15:36:10+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 25, 2022 15:36</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%] ">
              Rudi’s All-Weather stock portfolio revisited
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Bonds are back, and equity investors better start accepting it. That was the broad message from my recent chat with Rudi Filapek-Vandyck of FNArena. “Everyone in the...
</div>

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          <time datetime="2022-10-25T13:49:53+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 25, 2022 13:49</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              The RBA changed its tune on housing prices. Here’s what that means.
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Mortgage holders are having a truly *wonderful* year. Our repayments are jumping at a rate of knots. Of course, we aren’t the only ones. The increasing cost of...
</div>

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        Livewire Markets
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          <time datetime="2022-10-25T11:50:36+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 25, 2022 11:50</time>
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  It’s a time of crisis, but, as Albert Einstein once said: “in the midst of every crisis, lies great opportunity.” A negative supply shock in Europe has seen global...
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              12 stocks to bolster your portfolio right now (and how to position for a market pivot)
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    An old boss of mine once shared a horrific story about being stuck in an elevator (which in itself, would already be hellish). It stopped, before suddenly dropping...
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      +15
</a></div>

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>
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</a>  <div class="hidden" data-tooltip-target="content">
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</a>  <div class="hidden" data-tooltip-target="content">
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>
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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>
  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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    <div class="h-0 w-full flex justify-center">
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    <div data-controller="tooltip">
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    <div
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>
  <div class="flex items-center gap-2">
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</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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</a>    <div class="px-4 mt-0.5">
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    <div class="h-0 w-full flex justify-center">
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      +13
</a></div>

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