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          <time datetime="2022-12-16T09:29:59+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 16, 2022 09:29</time>
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              Why Australia is set for an earnings recession
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  Our base case for 2023 is that Australia is likely to experience an earnings recession even if we do not suffer an economic recession.
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        T. Rowe Price
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          <time datetime="2022-12-16T09:00:05+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 16, 2022 09:00</time>
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              Short delay is a &quot;storm in a Chalice&quot; that shouldn&#39;t deter true believers
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  Plus, the disconnect between Sunstone’s $100 million market cap and its case for why it could be on its way to producing 10 million ounces.  Messing with guidance on...
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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>Will 2023 be the year of the bond or the small cap? Why not <span class="whitespace-nowrap">both!<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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  This is our March 2023 quarter outlook which, given we are recording this a few weeks prior to the close of the calendar year, also enables us to lift our eyes and...
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        Yarra Capital Management
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              Dow tumbles 700 points + UBS asks &quot;can this China rally run further?&quot;
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  Dow down 700+ points as Bank of England, ECB follow the Fed on interest rates
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</span>    </div>
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        Livewire Markets
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          <time datetime="2022-12-16T07:04:22+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 16, 2022 07:04</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%] ">
              The most important thing you need to understand right now
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  This is an edited extract of a report that went to clients earlier this week.  All I hear about is how tough a year 2022 has been.  I guess that all depends on how you...
</div>

          </div>
</a>      </div>
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</span>    </div>
      <div>
        Fat Tail Investment Research
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  </div>
</div>

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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>Which company could double its earnings in just five <span class="whitespace-nowrap">years?<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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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Analysts Shaun Weick, Sam Koch, Will Liu, Cooper Rogers and Will Thompson deliver their buy, hold and sell selections for Australian and global companies.​​​​​​
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              The yield curve, recessions and soft landings
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    One of the accepted truisms in modern finance is that a lot of information can be derived from the yield curve. The US yield curve  A positive sloping curve (as...
</div>

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        Quay Global Investors
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              US infrastructure: Investment risks and opportunities
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    In November, Head of ESG and Senior Investment Analyst, Peter Aquilina, travelled through the US to meet with management teams of oil and gas pipeline, regulated...
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        4D Infrastructure
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          <div class="sm:flex-grow">
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              House price falls are not slowing
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The latest data from CoreLogic underscores the point that Australia&#39;s record housing crash is not slowing right now. The first chart below shows the 3 month annualised...
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</span>    </div>
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        Coolabah Capital
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          <time datetime="2022-12-15T19:00:40+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 15, 2022 19:00</time>
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              Post-It Notes 2023
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  It’s all so short-term when you write daily. I sometimes go back to newsletters from a year or more ago and, with the knowledge of hindsight, read in minute detail the...
</div>

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</span>    </div>
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        Marcus Today
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          <time datetime="2022-12-15T17:07:00+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 15, 2022 17:07</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%] ">
              The Match Out: Stocks follow US markets lower post the Fed hike and hawkish rhetoric
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    A tough day for local stocks with the ASX200 closing down -0.64% on broad-based selling which saw over 70% of the market close down on the day. Overnight the Fed...
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    <div data-controller="tooltip">
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  <div>
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      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Blackmores Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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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 ">Core Lithium Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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      +7
</a></div>

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  <div>
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              Why Lazard believes the Value trade is far from over
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  A short and sharp global recession is Lazard Asset Management&#39;s base case for 2023. But it doesn&#39;t mean all the trades of 2022 won&#39;t work in 2023.
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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>“A Team Player”: David Macgeorge, Managing Director of SRG Global – asset service, mining services and <span class="whitespace-nowrap">construction<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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    Heading into the end of the year we reflect back on our fantastic very first episode of Euroz Hartleys “Finding the Front” with the Managing Director of global...
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        Euroz Hartleys Ltd
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              Three ways to profit in 2023
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  A year ago, we communicated that inflation and geopolitical risks would dominate 2022.  Early in 2022, we predicted the recession would strike within 18 to 24 months. ...
</div>

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        WealthLander
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          <time datetime="2022-12-15T12:10:49+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 15, 2022 12:10</time>
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          <div class="sm:flex-grow">
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              A home for investors looking for a safe haven from risky assets
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Investors will need to consider a range of strategies to ensure their portfolios remain resilient and able to withstand any changes in the market.Financial experts...
</div>

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        Jamieson Coote Bonds
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              US inflation in the eye of the beholder
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    US inflation came in lower than expected yesterday. It is probably getting better, but I&#39;ll also note that you can see what you want in the numbers. If your view is...
</div>

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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>Taking a long-term view on new <span class="whitespace-nowrap">opportunities<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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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Several Alternatives spheres offer appealing potential despite persistent macro and market volatility, explains WAM Alternative Assets&#39; Dania Zinurova.
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              How the US is onshoring production to avoid China weaponising key imports
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  Big moves are underway to onshore production of the essential building blocks of the US economy. This follows concern that dependence on key imports from China could...
</div>

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              The top 10 ASX 100 companies with moats, according to MarketMeter
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  Livewire is proud to partner with MarketMeter, gaining exclusive access to research that evaluates major ASX companies across a range of factors.
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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%] ">
              UBS downgrades three of the ASX iron ore miners
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Plus, the third kind of inflation that you&#39;ve never heard of! And today&#39;s top read is all about the money found in the new economy.
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        <span class="profile-name-hover-container" data-controller="event tooltip" data-event-name-value="contributor_hover_view" data-event-id-value="126123" data-event-statisticable-value="profile" data-event-custom-data-value="{}" data-event-event-value="mouseover" data-tooltip-url-value="/hotwired/hovercards/126123/contributor">
          <a class="hover:underline mr-1" data-controller="event" data-event-name-value="link_click" data-event-view-name-value="summarized_longform_wire_view" data-event-id-value="126123" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:10040,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/morning-wrap">The Morning Wrap</a>
</span>    </div>
      <div>
        Livewire Markets
      </div>
  </div>
</div>

        </div>
        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
        <div class="mt-4 flex items-center text-heavy-sm md:text-heavy-md text-darkestgray">
          <div class="flex items-center mr-4">
            <div id="wire-listing-like-54033" data-load-engagement-count-target="like" data-wire-id="54033" data-position="10040">
                <button
  class="lw-button tertiary_gray xs icon-only "
  
  data-turbo-stream-url-value="/hotwired/likes/54033/wire/10040/like"
  data-controller="
    event 
     
    
    
    turbo-stream 
  "
  data-controller="event turbo-stream " data-event-name-value="like_clicked" data-event-view-name-value="" data-event-id-value="54033" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:10040,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="like_clicked" data-event-ga-label-value="" data-turbo-stream-method-value="post"
  
  
  aria-label=home_like
  
  
  
>
  <svg class="home_like">
  <use xlink:href="#home_like"></use>
</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
              <div id="comment-link-54033" data-load-engagement-count-target="comment" data-wire-id="54033" data-position="10040">
    <a
  class="lw-button tertiary_gray xs icon-only "
  href="/wires/ubs-downgrades-three-of-the-asx-iron-ore-miners#comment_body"
  
  data-controller="
    event 
     
    
    
     
  "
  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="54033" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:10040,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="wire_comment_click" data-event-ga-label-value=""
  
  
  aria-label=comment
  
  
  
>
  <svg class="home_comment">
  <use xlink:href="#home_comment"></use>
</svg>

  
  
  
</a>

</div>
            </div>
            <div id="wire-listing-stats-54033" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="54033" data-position="10040" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2022-12-15T08:16:03+11:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">December 15, 2022 08:16</time>
    </div>
</div>


      </div>
    </div>
</div>

  </div>
</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
    <a rel="next" href="/hotwired/feeds/latest?cache_prefix=latest_wire&amp;cursor=2022-12-15+08%3A16%3A03+%2B1100&amp;last_position=10040"></a>
</template></turbo-stream>
