global economics

Latest news and analysis on global economics

Equities

What does financial repression mean for the equity market outlook?

US inflation is rising, and pressure is on to cut rates. It looks like we are moving back to a world of financial repression in the US.
Isaac Poole
Ascalon Capital
Equities

NOT how markets are supposed to work! Welcome to Trump’s “new normal” investors

Markets can’t do their work when policy decisions critical to the global economy, and therefore the pricing of risk, are made on the fly.
BHP
+6
Carl Capolingua
Livewire Markets
Views from the Top

2025 will provide a reality check for markets - and these assets could benefit the most

Plus, why Trump's second era of tariffs may not have as consequential an impact as markets fear.
Hans Lee
Livewire Markets
Macro

The one data point investors must not ignore right now

The first Federal Reserve rate cut in four years has come and gone. But what happens now?
Hans Lee
Livewire Markets
Macro

The Fed is about to make a major decision. Here's what it means for your portfolio

We canvas the views of leading commentators to answer an important question that is hanging over markets.
Hans Lee
Livewire Markets
Macro

Why the RBA won't follow the Federal Reserve (and what it means for your money)

Central banks are starting to splinter, and that has big implications for whatever asset class you are in.
Hans Lee
Livewire Markets
Macro

Japanese final GDP grew by 0.1% q/q, US CPI rose to 3.2% y/y

Weekly Update | 15th March, 2024
FMG
S32
+2
Hue Frame
Frame Funds Management
Macro

Chinese manufacturing PMI fell to 49.5, New Zealand unemployment rate rose to 3.9%

Weekly Update | 3rd November, 2023
FMG
+2
Hue Frame
Frame Funds Management
Macro

US CPI y/y spikes to 3.7%, ECB raises rates to the highest level since 2001

Weekly Update | 15th September 2023
Hue Frame
Frame Funds Management
Livewire Live

Is the free money era over? Why the jury is (still) out

Plus what are the major macro themes on the minds of the all-star panel from Livewire Live?
Chris Conway
Livewire Markets
Macro

RBA held interest rates steady at 4.1%, Bank of Canada left interest rates unchanged at 5%

Weekly Update | 8th September 2023
Hue Frame
Frame Funds Management
Macro

The crisis that China has to have?

It is widely acknowledged that troubled China's property developers will not trigger a 'Lehman moment". But the sector is still in crisis.
Janu Chan
Bitesized Economics
Macro

Explainer: Why Australian investors should care about the Bank of Japan's latest shocker

We've been through this all before in Australia! Just not in the way you're used to.
Hans Lee
Livewire Markets
13