economic insights

Latest news and analysis on economic insights

Markets

The next move in rates could come sooner than expected - here's what it means

The economy is slowing. Here we explore why rate cuts may be back on the agenda sooner than markets expect.
Tim Toohey
Yarra Capital Management
Investment Theme

Fisher Investments Australia reviews the unemployment rate’s shortcomings

The unemployment rate is one of the most scrutinised economic indicators, but it has its limits—and being aware of them can be useful.
Fisher Investments Australia®
Macro

US CB consumer confidence slumped to 106.7, Australia’s CPI held static at 3.4% y/y

Weekly Update | 1st March, 2024
GMG
+2
Hue Frame
Frame Funds Management
Macro

German flash manufacturing PMI rose to 45.4, US advance GDP slumped to 3.5% q/q

Weekly Update | 26th January, 2024
FMG
GMG
+2
Hue Frame
Frame Funds Management
Macro

Switzerland CPI stagnant at 0.0% m/m, Australia’s CPI slumped to 4.3% y/y

Weekly Update | 12th January, 2024
FMG
+2
Hue Frame
Frame Funds Management
Macro

New Zealand held interest rates steady at 5.5%, US preliminary GDP soared 5.2% q/q

Weekly Update | 1st December, 2023
GMG
+2
Hue Frame
Frame Funds Management
Macro

US JOLTS declined sharply to 8.83m, Australian CPI y/y fell 4.9%

Weekly Update | 1st September 2023
Hue Frame
Frame Funds Management
Commodities

Gross Mineral Product (GMP) as a tool for sizing the global critical minerals economy

I went to a conference on critical minerals. I saw consultants. Oh dear, it is time to put some facts on the table with critical minerals.
BHP
RIO
Kingsley Jones
Jevons Global
Asset Allocation

Biden’s US$2.3 trillion infrastructure plan

Recently President Biden unveiled his US$2.3 trillion infrastructure plan. The plan aims to revitalise US transportation infrastructure, water systems,...
Russel Chesler
VanEck
Macro

Short and sharp: A healthy dose of scepticism

Aside from a short period of global market unrest triggered by meme stock trading, investor sentiment has remained broadly positive through the first few weeks of the...
Seema Shah
Principal Asset Management
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