Australia Recession 2023

Latest news and analysis on Australia Recession 2023

Macro

How do recessions really affect asset returns?

The answer may not be as bad as you might think, even if the recession drags on.
Jonathan Kearns
Challenger
Commodities

Are commodities really a good recession hedge?

An academic has tested the view that investing in gold, silver, copper and other commodities can protect portfolios in a downturn.
AKE
BHP
DEG
+5
Glenn Freeman
Livewire Markets
Signal or Noise

Why the ASX is trading like a recession is coming (and the NASDAQ isn't)

Livewire's Signal or Noise combs through the incredible and highly variable price action in markets over the last month.
Hans Lee
Livewire Markets
Macro

The equity and property investor's need-to-know guide on the risk of an Australian recession

Why the worry? What's the risk? What does it mean for investors? I'll help answer all of those questions in this wire.
Shane Oliver
AMP
Macro

Why America’s now in recession – and what it means for Australia

Leading indicators, weekly earnings and hours worked, GDI and productivity are all falling. That’s bad for Aussie as well as U.S. equities.
Chris Leithner
Leithner & Company Ltd
Macro

The RBA hikes rates for the 12th time. But one recession signal suggests it is already too late.

Purely on inflation, the RBA has a lot more work to do. But look at any other economic indicator and you might find a different story.
Hans Lee
Livewire Markets
Signal or Noise

Signal or Noise: Was the RBA's May rate hike the right decision?

Will investors actually benefit from the changes coming to Australia's central bank?
Hans Lee
Livewire Markets
Fixed Income

Why this investor prepares for 7 different recession scenarios

There's cautious investing, and then there's the way that Pete Robinson at Challenger Investment Management does it.
Hans Lee
Livewire Markets
Macro

The new recession-proof economies (and how to invest in them)

Some countries have only a minimal probability of recession this year. We explore why and consider some ways to get exposure.
BHP
+9
Sara Allen
Livewire Markets
Education
Sponsored

‘50% chance of recession’ – 6 ETFs for quality and defence

Volatility is back! After a surprisingly positive start to 2023, March has served as a reminder that rapidly rising rates do have consequences. In this case, it was...
+3
Patrick Poke
Betashares
Equities

Hold onto your undies, we’re coming in to land

Last year was a torrid time for most asset classes and most investors, but at least there was no mystery over what created the chaos – rampant inflation. Higher...
Stephen Bennie
Castle Point Funds
Equities

The revenge of value

Buying ‘value’ companies could once again be the dominant factor for generating alpha over the medium term as ‘sticky’ inflation persists.
Cameron McCormack
VanEck
Macro

Why the RBA could “over hike” into a recession (and exacerbate the housing crisis)

Australia is not at risk of a recession according to most economists. But there is one reason we may enter one if we're not careful.
Hans Lee
Livewire Markets
The Rules of Investing

Christopher Joye: The RBA got it wrong, now it will crush everything

Livewire's most widely-read contributor sits down for a conversation you cannot miss.
The Rules of Investing
Livewire Markets
Equities

Six views on the global recession debate (and how it will affect Australian earnings season)

There are two kinds of recessions in markets: economic and earnings. The latter will be the focal point for investors starting next week.
BHP
BKW
+7
Hans Lee
Livewire Markets
Macro

Think recession is a lock? Think again

There’s a strong view that a global recession is avoidable, from the likes of Goldman Sachs, economists, and maybe even the US Fed.
David Thornton
Livewire Markets
Macro

Pricing in a soft landing

With ongoing "bad news is good news" market sentiment, how much is the market pricing in a soft landing and what risk does that pose?
Max Pacella
Rest Super
Equities

Will 2023 be beautiful or ugly?

Will 2023 be “beautiful” (as Ken Fisher asserts) or ugly (as Harvard professor and former IMF chief economist Kenneth Rogoff fears)?
Chris Leithner
Leithner & Company Ltd
Asset Allocation

The three reasons why the bear market for equities will continue

London-based Longview Economics believe financial markets have still not priced in a recession. Find out why here.
Hans Lee
Livewire Markets
Macro

The recession we have to have... again

Deutsche Bank released its outlook and it’s not good news for bulls. Recession is coming. Brace yourself for 2023.
Sara Allen
Livewire Markets
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