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Market Wraps
economics
Latest news and analysis on economics
October 31, 2017 10:54
Media Worth Consuming - October 2017
Jonathan Rochford
Narrow Road Capital
October 31, 2017 10:54
Macro
October 10, 2017 12:15
What's hurting your hip pocket?
With all the focus on the headline CPI each quarter, it’s easy to forget that it’s made up of a ‘basket’ of good and services. In this helpful infographic, we’ve...
Livewire Exclusive
Livewire Markets
October 10, 2017 12:15
September 30, 2017 07:55
BIS Nails the State of Global Corporate Debt
The Bank for International Settlements (BIS) quarterly report is always worth the read. Whilst it is academic in style and length, it consistently raises material that...
Jonathan Rochford
Narrow Road Capital
September 30, 2017 07:55
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September 28, 2017 14:52
Media Worth Consuming - September 2017
Jonathan Rochford
Narrow Road Capital
September 28, 2017 14:52
August 15, 2017 16:27
Key takeaways from the brightest minds in the business
LGT Crestone
LGT Crestone
August 15, 2017 16:27
June 15, 2017 11:14
2 factors weighing on the Australian dollar
US ten-year bond yields have fallen approximately 25bp since March and are at around 2.1%. Australian government bond yields have likewise fallen by around 60bp to...
Alex Joiner
IFM Investors
June 15, 2017 11:14
June 01, 2017 09:56
May Market Commentary
Another month of small gains in equities and credit, whilst commodities continued to fall back. Equities were up in Japan (2.4%), China (1.5%) and the US (1.2%) with...
Jonathan Rochford
Narrow Road Capital
June 01, 2017 09:56
April 01, 2017 11:20
March Commentary: Markets Take a Breather After “Yuge” Gains
The Trump rally took a breather in March with risk assets mixed. Equities were flat in the US and China, rose in Europe (5.5%) and Australia (2.7%) and fell in Japan...
Jonathan Rochford
Narrow Road Capital
April 01, 2017 11:20
March 16, 2017 09:55
Fed rate hike: What does it mean?
The US Federal Reserve has lifted the target federal funds range by 25 basis points to 0.75-1.00% as expected. Two more rate hikes are anticipated in 2017 and three in...
Craig James
CommSec
March 16, 2017 09:55
March 06, 2017 12:12
Highlights from OECD's Australia report
While recent headlines have focused on the OECD’s passing comments on housing-debt risks in their recent 47-pager on Australia, the real meat and spuds in this great...
Alex Cowie
March 06, 2017 12:12
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4 ETFs and 6 stocks for tougher markets: Where Morgans sees opportunity
Vishal Teckchandani,
Livewire Markets
Buy Hold Sell
Buy Hold Sell: 6 stocks consistently growing their
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James Marlay,
Livewire Markets
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Are Australia’s highest dividend companies worth buying?
Sara Allen,
Livewire Markets
Asset Allocation
Finding the right opportunities in this thematic-rich investing environment
Tom Stelzer,
Livewire Markets
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