australian economy

Latest news and analysis on australian economy

Equities

The 2024 Reporting Season: 8 Key Insights

Financial markets provide opportunity to increase exposure to some good and great Australian businesses.
NWS
+2
Michael Skinner
Blackwattle Investment Partners
Equities

What this quirky trend tells you about the economy (and 3 stocks to profit)

We humans are a strange bunch and one psychological quirk has a lot to say about the state of the world.
WES
Sara Allen
Livewire Markets
Macro

Canadian Core CPI rises to 2.9% y/y, The Australian economy adds 50.2k new jobs in June

We look at five of the biggest developments across global markets for the week ending 19 July 2024
AMC
BXB
+2
Hue Frame
Frame Funds Management
Education

Phil Lowe on what really matters

The former RBA governor, who recently joined as Chair of Future Generation Australia, discusses some of the key issues for Australians
Future Generation
Future Generation
Macro

Risks around a sharp rise in unemployment

Falling job vacancies could see sharp increases in unemployment in the US and UK, while the EA and Australia look further from this point.
Kieran Davies
Coolabah Capital
Asset Allocation

ASX large cap resources the new home for quality earnings, says Morgan Stanley

Their main argument is that the price cycle for this sector may be more bullish and last longer than investors expect.
BHP
PDN
+6
Hans Lee
Livewire Markets
Macro

Why Labor needs these investors to make key policy measures work

And a recap of what Federal Treasurer Dr Jim Chalmers MP has budgeted for.
Sara Allen
Livewire Markets
Macro

Judging post-COVID economic recoveries

The US economy stands out, with key measures of activity back in line with their pre-COVID trends, although Australia is not far behind.
Kieran Davies
Coolabah Capital
Macro

April 2024 Podcasts

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Macro

March podcasts: sell Australia, buy the world

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Macro

How ex-RBA Governor Phil Lowe would fix Australia's broken tax system

Plus, a revealing look at the state of our economy - and perhaps a revealing look at ourselves.
Hans Lee
Livewire Markets
Signal or Noise

Can the "everything rally" keep going?

Signal or Noise is back with its first global multi-asset show for 2024 - and the divergence in central banks is taking centre stage.
Hans Lee
Livewire Markets
Signal or Noise

The Australian economy is in a "per capita" recession - but does it matter?

Signal or Noise returns with its next episode on Tuesday. But if you can't wait that long, here is a sneak peek!
Hans Lee
Livewire Markets
Macro

Australia's post-COVID surge in population eases a little

The post-COVID surge in Australia's population looks to have slowed a little in Q1 2024.
Kieran Davies
Coolabah Capital
Signal or Noise

Could ASX earnings and dividends beat the odds and rise this year?

Plus, a closer look at how two of Livewire's most recognisable growth and value fund managers are investing.
BHP
+7
Hans Lee
Livewire Markets
Investment Theme

What CEOs have been saying during the ASX reporting season

This special edition contains quotes and market announcements from company results throughout February across a wide range of industries.
Robert Miller
NAOS
Property

Will Australian house prices rise in 2024?

Morgan Stanley and Citi have released decidedly cautious outlooks for house prices in 2024.
Hans Lee
Livewire Markets
Macro

December 2023 podcasts: Will 2024 crash Australia’s housing market?

Below is a summary of the topics we covered on Nucleus Investment Insights in the last month of 2023. See the links for more information.
Damien Klassen
Nucleus Wealth
Equities

Challenges but also opportunities in 2024

The Australian economy is well and truly into the slowdown phase, but we think it still remains well-positioned for what's ahead.
Randal Jenneke
T. Rowe Price
Macro

Why 2024 might see you get a pay rise in real terms

Falling inflation could have some unexpected benefits according to ANZ Senior Economist Adelaide Timbrell.
Sara Allen
Livewire Markets
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