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          <time datetime="2024-06-21T10:39:58+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 21, 2024 10:39</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%] ">
              272,000 US jobs is not the same in old money
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Interest rate cuts are being delayed, a pattern repeated many times this year. 
</div>

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      <div>
        BNP Paribas Asset Management
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  </div>
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/income">Income </a>

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          <time datetime="2024-06-21T10:30:14+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 21, 2024 10:30</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%] ">
              Everything investors need to know about income ETFs
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  We consider some of the most important things to be aware of before seeking out income investments in the listed environment
</div>

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        Livewire Markets
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              Retailers feeling the heat (or lack of it!)
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  The RBA retains a mildly hawkish bias, which looks increasingly offsides to the domestic economy, which continues to weaken. We position accordingly.
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        Aequitas Investment Partners
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          <time datetime="2024-06-21T09:30:04+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 21, 2024 09:30</time>
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              Don’t wait for the first cut, now is the time to lock in fixed income returns
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  The fixed income market has changed dramatically. PIMCO&#39;s Robert Mead is here to help you keep up with the changes and the opportunity. 
</div>

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        Livewire Markets
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/equities">Equities</a>

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          <time datetime="2024-06-21T09:00:19+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 21, 2024 09:00</time>
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              Evaluating the stock market&#39;s rally versus the economic reality
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The market’s focus on the future means that the connection between earnings and the economy is more tenuous.
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              ASX 200 to edge higher, Nasdaq retreats from record highs + Gold, copper prices rise
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              Bad Chinese news seen as good news for copper price
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  Expectations of Chinese stimulus grow; A project funding-led re-rate on the cards at Develop and Orion cheers South African election. 
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          <div class="sm:flex-grow">
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              This market is running out of breadth
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Fewer and fewer stocks are participating in this rally. Investors need to be cautious here
</div>

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</a>      </div>
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</span>    </div>
      <div>
        Fat Tail Investment Research
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  </div>
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          <time datetime="2024-06-21T07:30:11+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 21, 2024 07:30</time>
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          <div class="sm:flex-grow">
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              The RBA is irrelevant… house prices are continuing to climb
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Undersupply will continue to deliver fantastic opportunities for investors
</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>Buy Hold Sell: 3 of 2024’s hottest stocks (and 2 in the too hard <span class="whitespace-nowrap">basket)<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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        Livewire Markets
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          <time datetime="2024-06-20T17:52:04+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 20, 2024 17:52</time>
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              Send a burrito to the GYG naysayers
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  I recently wrote about the then-upcoming Guzman y Gomez (ASX:GYG) float. That post and its associated social media mentions engendered some polarized views. Curiously,...
</div>

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        Montgomery Investment Management
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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>Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to <span class="whitespace-nowrap">watch)<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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  Regulatory and economic fear has gripped Chinese stock markets in recent years but there are signs the very negative sentiment is turning.
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        Antipodes
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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 a 20-year veteran sees the best returns <span class="whitespace-nowrap">today<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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  20 years devoted to markets offer a unique perspective. Keyview&#39;s Kevin Hua uses that experience to hunt opportunities in private credit.  
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              Return of the Savvy Yabby...
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        Jevons Global
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          <time datetime="2024-06-20T13:30:14+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 20, 2024 13:30</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%] ">
              Morgan Stanley’s 5 high conviction calls for the next 6 months
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  And why the team is overweight European and Japanese equities
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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%] ">
              Debt – investment implications of higher borrowing levels
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Covid, high energy prices and elevated interest rates have slowed economic activity, forcing governments to borrow huge sums to support their economies. High debt...
</div>

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              Is it still a good time to be a lender in private markets?
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  The pace of growth in sector and untested market creates its own risks for investors.
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              IDP Education: Buy the dip or steer clear?
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  IDP Education&#39;s share price has been buffetted in the controversy surrounding Australian immigration
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</span>    </div>
      <div>
        Livewire Markets
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          <time datetime="2024-06-20T11:36:36+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 20, 2024 11:36</time>
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              More Power!
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Key Points: • Global electricity demand is expected to continue to rise in the decades ahead, driven by emerging markets trending towards developed market status, the...
</div>

          </div>
</a>      </div>
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      <div>
        Drummond Capital Partners
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/income">Income </a>

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          <time datetime="2024-06-20T10:30:22+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 20, 2024 10:30</time>
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            </div>
          <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%] ">
              Everything you need to know about using franking credits
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  ...and the tax implications of using them.
</div>

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</a>    <div class="px-4 mt-0.5">
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    src="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBNHpnQkE9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--114956e68acf35e6cfe6f648c2617c720e0deef0/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJYW5CbkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--d4026b52d9aa7a676b3d70dbe31c85d930184392/DSC_0046.jpg"
    srcset="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBNHpnQkE9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--114956e68acf35e6cfe6f648c2617c720e0deef0/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJYW5CbkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--d4026b52d9aa7a676b3d70dbe31c85d930184392/DSC_0046.jpg, https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBNHpnQkE9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--114956e68acf35e6cfe6f648c2617c720e0deef0/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJYW5CbkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--d4026b52d9aa7a676b3d70dbe31c85d930184392/DSC_0046.jpg 2x"
    alt="Sara Allen"
    style=""
    loading="lazy">
</picture>
</a>    </div>
  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
    <div>
        <span class="profile-name-hover-container" data-controller="event tooltip" data-event-name-value="contributor_hover_view" data-event-id-value="122518" data-event-statisticable-value="profile" data-event-custom-data-value="{}" data-event-event-value="mouseover" data-tooltip-url-value="/hotwired/hovercards/122518/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="122518" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:5220,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/saraallen">Sara Allen</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-59961" data-load-engagement-count-target="like" data-wire-id="59961" data-position="5220">
                <button
  class="lw-button tertiary_gray xs icon-only "
  
  data-turbo-stream-url-value="/hotwired/likes/59961/wire/5220/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="59961" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:5220,&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-59961" data-load-engagement-count-target="comment" data-wire-id="59961" data-position="5220">
    <a
  class="lw-button tertiary_gray xs icon-only "
  href="/wires/everything-you-need-to-know-about-using-franking-credits#comment_body"
  
  data-controller="
    event 
     
    
    
     
  "
  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="59961" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:5220,&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-59961" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="59961" data-position="5220" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2024-06-20T10:30:22+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">June 20, 2024 10:30</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=2024-06-20+10%3A30%3A22+%2B1000&amp;last_position=5220"></a>
</template></turbo-stream>
