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Buy Hold Sell
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Buy Hold Sell
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fiscal policy
Latest news and analysis on fiscal policy
Macro
July 14, 2025 08:35
The fiscal implications of Trump's Big Beautiful Bill
The passage of the so-called “Big Beautiful Bill” will, by itself, boost growth over the medium term. However, offsetting the extent of any boost will be ever-changing...
Seema Shah
Principal Asset Management
July 14, 2025 08:35
Commodities
July 09, 2025 14:27
Gold doesn’t blink: What trillions in US debt mean for safe-haven assets
From soaring deficits to political theatrics, gold’s strength holds as investors hedge against mounting US fiscal instability.
World Gold Council
World Gold Council
July 09, 2025 14:27
Macro
January 23, 2025 17:00
QLD's budget "black hole" a catalyst for government action
The new state government is forecasting a substantially worse budget outlook, with a massive increase in public debt.
Kieran Davies
Coolabah Capital
January 23, 2025 17:00
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Macro
October 31, 2024 08:27
Is the US budget deficit sustainable? – Part 2/2
The US budget deficit is over US$2T for the last year - that's almost 8% of GDP, highest since the GFC.
Sebastian Ferrando
Koda Capital
October 31, 2024 08:27
Property
September 19, 2024 12:00
Is the US headed for recession?
In financial markets, there’s always something to worry about.
Chris Bedingfield
Quay Global Investors
September 19, 2024 12:00
Macro
March 20, 2023 09:50
Cost-push or demand-pull inflation?
The RBA is fighting inflation with higher rates but how effective will it be without suitable fiscal policy support?
John Abernethy
Clime Asset Management
March 20, 2023 09:50
Education
August 15, 2022 08:04
Why inflation is and will remain high
Everybody knows that consumer prices in Australia, Britain, the U.S. and other countries have risen rapidly over the past year, and most investors know that they’re...
Chris Leithner
Leithner & Company Ltd
August 15, 2022 08:04
Equities
June 27, 2022 06:13
Weekly S&P500 ChartStorm - 26 June 2022
The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and from Twitter posts. The purpose of this wire is to add extra...
Callum Thomas
Topdown Charts
June 27, 2022 06:13
Fixed Income
April 12, 2022 04:55
State budget deficits forecast to be up to $30bn smaller over FY22 and FY23, slashing debt issuance needs
A new report projects that the deficits across the key States will be up to $11 billion smaller in FY22 and up to $18 billion smaller in FY23. Coolabah Capital's...
Christopher Joye
Coolabah Capital
April 12, 2022 04:55
Macro
March 29, 2022 09:53
Growth headwinds - Fiscal drag and high inflation
Global economies and financial markets are now entering the late stages of the business cycle. Fiscal stimulus has peaked and household purchasing power from savings...
Ben Wang, Ph.D. CFA FRM
Jamieson Coote Bonds
March 29, 2022 09:53
Macro
September 30, 2021 09:46
The September shakes: 5 reasons this market has further to run
September and October are typically weak seasonal times for equity markets. So far, for September, the ASX200, S&P500 and MSCI World ex-Australia in Australian dollar...
Nathan Lim
Lonsec Holdings
September 30, 2021 09:46
Fixed Income
August 17, 2021 06:45
More fiscal, less monetary stimulus: What this means for your
portfolio
With sweeping lockdowns and a rampant Delta strain, the optimism that was slowly bubbling in June soon dwindled. Economic activity is set to contract, yet in...
Adam Bowe
PIMCO
August 17, 2021 06:45
Macro
July 09, 2021 06:15
What’s hot and what's not as stimulus tapers off?
Last year brought fiscal stimulus to the world's economy at a scale never seen before. In Australia alone, the government spent $257 billion in direct economic...
Glenn Freeman
Livewire Markets
July 09, 2021 06:15
Macro
June 21, 2021 15:59
Why no inflation pass-through is a bigger concern for China
Producers in both China and the US are facing higher costs, prompting growing concerns that inflation could threaten the global economy – but China isn’t waiting to...
Ben Wang, Ph.D. CFA FRM
Jamieson Coote Bonds
June 21, 2021 15:59
Macro
February 10, 2021 14:12
Short and sharp: what if it all goes wrong?
Global markets have started 2021 with the same enthusiasm for the global reflation trade that has been driving markets since November of last year. We too are focusing...
Seema Shah
Principal Asset Management
February 10, 2021 14:12
Macro
December 13, 2020 09:03
AAA rating rock-solid
I write in the AFR this weekend that Standard & Poor’s has confirmed that Australia’s AAA rating is rock-solid despite downgrading both NSW and Victoria...
Christopher Joye
Coolabah Capital
December 13, 2020 09:03
Macro
November 28, 2020 10:05
RBA’s monetary and fiscal fusion
In the AFR today I write that Reserve Bank of Australia governor Phil Lowe’s greatest legacy will be the fusion he has forged between fiscal and monetary policy since...
Christopher Joye
Coolabah Capital
November 28, 2020 10:05
Macro
November 14, 2020 21:18
What’s the endgame for government and central bank stimulus?
The tsunami of monetary and fiscal stimulus this year is a continuation of the policies implemented when the Financial Crisis began. When these first started the few...
Jonathan Rochford
Narrow Road Capital
November 14, 2020 21:18
Education
November 04, 2020 17:05
The rate that starts a nation
In case you missed it, there was another event on yesterday - one that featured bonds and bankers rather than whips and jockeys. The RBA had their November meeting...
Dan Miles
Innova Asset Management
November 04, 2020 17:05
Equities
November 04, 2020 13:57
An opportunity like no other for small caps
As the country pulls itself out of a global crisis we see both monetary and fiscal stimulus working overtime, presenting an opportunity like no other for small caps....
Sinclair Currie
NovaPort Capital
November 04, 2020 13:57
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Equities
The most consistent ASX dividend stocks
Carl Capolingua,
Livewire Markets
Equities
Buy Hold Sell: 5 ASX names built for
income
Buy Hold Sell,
Livewire Markets
Property
Marcus Padley on the property vs shares debate: “Investment properties are for rich old people"
Vishal Teckchandani,
Livewire Markets
Fixed Income
Income investing in 2025: not your grandparents’ term deposits
Chris Conway,
Livewire Markets
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