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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="2023-11-15T10:06:02+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 15, 2023 10:06</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%] ">
              Why hasn’t consumer spending fallen off a cliff?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Interest rate hikes have not stopped consumers spending as abruptly as many had expected, due to full employment and rising real wages. Global investors might consider...
</div>

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      +3
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    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
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    <div
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    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Tesla Inc. Common Stock</div>
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    <div
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    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
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      <div class="flex items-center py-4 border-t border-light">
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            Never miss an update
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              ASX sector wrap: 5 retail stocks for your Christmas stocking
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  Whether we see a Santa rally in equity markets this year or not, the holiday period is always interesting for investors.
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        Livewire Markets
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              Good news on US inflation points to the Fed on hold next month
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  The Fed seems likely to hold rates steady at its final policy meeting this year.  
</div>

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        Coolabah Capital
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              ASX 200 to rise, S&amp;P 500 rallies to 2-month high as US inflation eases to 3.2%
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  Get up to date on overnight market activity and the big events for the day.
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          <time datetime="2023-11-15T09:28:39+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 15, 2023 09:28</time>
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              The widening US budget works against the Fed
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  Budget positions across the US, euro area and Australia are widely dispersed despite unemployment still near its lowest level in decades.  
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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>Qualitas sees green shoots in construction financing after pandemic <span class="whitespace-nowrap">challenge<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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  In this episode of Expert Insights, Qualitas&#39; Andrew Schwartz discusses the outlook for property and why he is positive on construction.
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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 sweet spot for risk-adjusted returns: Why investors should focus on mid <span class="whitespace-nowrap">caps<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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  In this Fund in Focus, I take Livewire readers through Eley Griffiths Group&#39;s newest mid-cap product. 
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              Watch the insiders - the biggest breadcrumbs lead to critical metals
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  Crazy deals or timely investments? A look at the sizzling M&amp;A activity in the mining sector.
</div>

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        Fat Tail Investment Research
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          <time datetime="2023-11-14T17:18:18+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 14, 2023 17:18</time>
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          <div class="sm:flex-grow">
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              The Match Out: Resources lead the ASX higher ahead of US Inflation data
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  The daily Match Out for Tuesday 14 November 2023 with James Gerrish of Market Matters
</div>

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  <a aria-label="ALQ" data-controller="event" data-event-name-value="link_click" data-event-id-value="57704" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-alq">
    <div
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  <div>
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</a>    <div class="px-4 mt-0.5">
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  </div>
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    <div data-controller="tooltip">
  <a aria-label="CAT" data-controller="event" data-event-name-value="link_click" data-event-id-value="57704" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-cat">
    <div
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  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="443" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-cat">
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</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="CBA" data-controller="event" data-event-name-value="link_click" data-event-id-value="57704" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-cba">
    <div
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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 ">Commonwealth Bank of Australia</div>
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    <a class="px-1 py-0.5 text-bold-md text-nav-item" data-controller="event" data-event-name-value="link_click" data-event-id-value="57704" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/the-match-out-resources-lead-the-asx-higher-ahead-of-us-inflation-data">
      +3
</a></div>

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        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
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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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</a>    <div class="px-4 mt-0.5">
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      </div>
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    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
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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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</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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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Catapult Sports Ltd</div>
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  <a aria-label="CBA" data-controller="event" data-event-name-value="link_click" data-event-id-value="57704" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-cba">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Commonwealth Bank of Australia</div>
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    <div data-controller="tooltip">
  <a aria-label="NAB" data-controller="event" data-event-name-value="link_click" data-event-id-value="57704" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-nab">
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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 ">National Australia Bank Ltd</div>
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  </div>
</div>

    <div data-controller="tooltip">
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  <div>
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      +1
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        Market Partners 
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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>M&amp;A is starting to pick up in microcaps. Here’s why that’s positive <span class="whitespace-nowrap">news<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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  Yarra Capital Management&#39;s Joel Fleming shares the positive indicators he&#39;s seeing in the Australian microcap space
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        Morgan Stanley IM
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              21% of this whale investor&#39;s portfolio is in this one stock
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  Plus, where the veteran investor is finding opportunities according to his latest 13F filing.
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              Portfolio construction from an industry insider
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  In this instalment of Inside the Rope, David welcomes Jason Coggins, previous Head of Investment Research at Koda Capital. Jason delves into the nuances of building...
</div>

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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%] ">
              Three unloved sectors (and 5 stocks) that could become tomorrow’s winners
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Spotting opportunities before everyone else is a hallmark of most successful investors – here&#39;s how two of them seek to do just that
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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 disruptive risk no one is talking <span class="whitespace-nowrap">about<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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              <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>This is China&#39;s economic <span class="whitespace-nowrap">reckoning<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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  There&#39;s a real risk that China is heading down the same path as Japan did in its &quot;lost decade&quot;. This expert says there&#39;s one way to stop it.
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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>Where to for global growth, tech &amp; life sciences? | Michael <span class="whitespace-nowrap">Frazis<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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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Murdoch speaks with Michael Frazis the MD &amp; PM of Frazis Capital Partners about AI, Tech, Life Sciences &amp; his new A.I. risk management tool.
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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>When it comes to bonds, keep an eye out for <span class="whitespace-nowrap">duration<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">
  VanEck offers three new ETFs to allow you to gain exposure to Australian government bonds with all the benefits of an ETF
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              What does &#39;higher for longer&#39; mean for real estate?
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  While recession is seemingly off the table after a strong September quarter, many are now expecting an interest rate environment that&#39;s &#39;higher for longer&#39;. This...
</div>

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        Quay Global Investors
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