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Market Wraps
Federal Reserve
Latest news and analysis on Federal Reserve
Macro
November 06, 2023 09:00
Stock valuations, European gloom and bullish Japan
This week’s charts begin with GARP – “Growth at a reasonable price”
Macrobond Financial
November 06, 2023 09:00
Macro
November 06, 2023 08:37
The US Sahm rule recession indicator edges up
US unemployment has edged up to almost 4%
Kieran Davies
Coolabah Capital
November 06, 2023 08:37
Macro
November 01, 2023 08:42
Strong US wages growth continues
Wages growth has slowed, but was the fastest in trend terms since 2000.
Kieran Davies
Coolabah Capital
November 01, 2023 08:42
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Macro
October 30, 2023 09:00
Real yields, Taiwanese trade and Bitcoin’s rally
This week’s charts begin with a historic look at US bond returns
Macrobond Financial
October 30, 2023 09:00
Macro
October 23, 2023 09:00
Global inflation, air freight, trade trends and the shekel
This week’s charts include three inflation visualisations that span the globe.
Macrobond Financial
October 23, 2023 09:00
Macro
October 09, 2023 09:00
German trade, inflation measures, SWIFT and the yuan
This week’s charts begin with a dashboard that helps us dissect Germany’s stagnant exports.
Macrobond Financial
October 09, 2023 09:00
Equities
October 06, 2023 09:26
Investors should be excited, not fearful
'Higher for longer' is the consensus trade. But what if it's wrong? Where should contrarian investors be investing right now?
MQG
Macquarie Group Ltd
ASX:MQG
Followed by
1376
people
MQG
Macquarie Group Ltd
ASX:MQG
Followed by
1376
people
Greg Canavan
Fat Tail Investment Research
October 06, 2023 09:26
Macro
October 06, 2023 01:48
Non-farm payrolls may show only modest softening in the US job market
Our economist models healthy US employment print using Indicio.
Macrobond Financial
October 06, 2023 01:48
Macro
October 05, 2023 20:01
Cash flows and the effectiveness of monetary policy
Higher interest rates have the same estimated effect on inflation in Australia, the euro area, and the USA.
Kieran Davies
Coolabah Capital
October 05, 2023 20:01
Macro
October 04, 2023 12:57
Falling commercial real estate prices
Commercial property prices have fallen sharply in the US and Europe
Kieran Davies
Coolabah Capital
October 04, 2023 12:57
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