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Clime Asset Management

A week after the fanfare of the 2018/19 Budget, we can soberly review some of the information and data that supports its projections. In the body of the Budget papers are a wealth of tables and charts that contain important observations and insights into the Australian economy. We scan through... Show More

Callum Thomas

In the latest edition of the Weekly Macro Themes report we looked at some surprising trends in global trade growth. I say surprising not because the improvement in global trade took me by surprise - our leading indicators clearly flagged it last year (when most people were very bearish on... Show More

Callum Thomas

The latest round of manufacturing PMIs confirm the signal previously flagged in the 2016 End of Year Special Edition of the Weekly Macro Themes http://www.topdowncharts.com/2016-special-edition that 2017 could see an upturn in global trade growth. If this does happen it will be against most people's expectations as political risks from... Show More

Livewire Exclusive

On the US/Macro setting and its effect on Australian markets Alex Leyland from Leyland Private Asset Management says, Don't forget that the US are the engine room of the global economy and they have always found ways to re-invent themselves. The US is 25% of GDP, if they start doing... Show More