Australian Macro

Latest news and analysis on Australian Macro

Fixed Income

How these investors make sense of a confused macro backdrop

Fixed income specialists from PIMCO, Fidelity, and Western Asset forecast the first interest rate cuts and discuss portfolio positioning
Glenn Freeman
Livewire Markets
Macro

The 5 biggest themes for investors in 2024

Morgan Stanley's Australian Investment Primer 2024 shares its forecasts and tips for the year.
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CHN
CXO
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Sara Allen
Livewire Markets
Expert Insights

Joye pulls no punches amid soaring bankruptcies, low productivity and the zombie apocalypse

Chris Joye from Coolabah Capital has big ideas and strong opinions, backed by data and insights.
Chris Conway
Livewire Markets
Macro

Interest rates: lower and sooner?

Will the mantra of ‘higher for longer’ interest rates be superseded by ‘lower and sooner'?
Kiryll Prakapenka
Fat Tail Investment Research
Macro

Back from the brink

US activity continues to surprise to the upside, with stronger GDP and a resilient US consumer pushing back recession fears, for now.
Sebastian Mullins
Schroders
Education

ASX stocks pricier than you think

The diminutive equity risk premium suggests Aussie stocks are more expensive than you think.
Kiryll Prakapenka
Fat Tail Investment Research
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