global economy

Latest news and analysis on global economy

Equities

Yes we're in a stock market bubble, no you shouldn't sell: T. Rowe Price's Scott Berg

Global equities portfolio manager Scott Berg on Trump, AI, and how to navigate a bubble at a time of profound change.
Tom Stelzer
Livewire Markets
Macro

7 key charts for investors to keep an eye on

From Trump’s tariffs to business conditions and the gap between earnings yields and bond yields, here are key charts to watch.
Shane Oliver
AMP
Macro

How four Wall St titans are positioning right now

Howard Marks, Cathie Wood, Ray Dalio, and Bill Ackman on inflation, tariffs, and what to do with your portfolio now.
Vishal Teckchandani
Livewire Markets
Investment Theme

Fisher Investments Australia reviews Japan’s structural headwinds

Japan’s long-running structural headwinds have contributed to the country’s infamous “lost decades” of sluggish economic growth
Fisher Investments Australia®
Macro

China stimulus – A bazooka or just another sugar hit?

Authorities in China have finally delivered on stimulus after months of uncertainty. Just what should we make of it?
Janu Chan
Bitesized Economics
Macro

RBA leaves the cash rate at 4.35%, US reports 233k weekly unemployment claims

We look at five of the biggest developments across global markets for the week ending 9 August 2024
COH
COL
CSL
+2
Hue Frame
Frame Funds Management
Equities

Evaluating the stock market's rally versus the economic reality

The market’s focus on the future means that the connection between earnings and the economy is more tenuous.
Alastair MacLeod
Elston Asset Management
Macro

RBNZ holdings the OCR steady at 5.5%, European Manufacturing PMI data broadly higher

We look at five of the biggest developments across global markets for the week ending 24 May 2024
FMG
MQG
+1
Hue Frame
Frame Funds Management
Macro

Chinese CPI rises marginally to 0.3% y/, US Core Producer Price Index rises 0.5%

We look at five of the biggest developments across global markets for the week ending 17 May 2024
BHP
+2
Hue Frame
Frame Funds Management
Macro

What investors should know about China's economy

A guide to making sense of China's economic data.
Janu Chan
Bitesized Economics
Macro

US ISM Manufacturing PMI records 50.3, Crude oil inventories rise to 3.2M barrels

Weekly Update | 5th April, 2024
COH
CSL
+2
Hue Frame
Frame Funds Management
The Pitch

3 ways to keep it simple (and earn solid returns)

KKR's approach to investing in 2024 is defined by the phrase - Keep it Simple. But how do they do it?
Hans Lee
Livewire Markets
Macro

Why a global recession is not coming in 2024

We expect global growth to be around 2.5% in 2024, below the long-run average of 3% and lower than the IMF’s forecast.
Diana Mousina
AMP
Macro

An optimist's guide to 2024's most important economic risks (Part 1)

Inspired by a Bloomberg article, we ask one of Livewire's most optimistic contributors to quell the fears of the pessimists.
Hans Lee
Livewire Markets
Equities

Coming into land in 2024

For the past two years, investors in all asset classes, not just equities, have been wondering what sort of landing we would experience.
Stephen Bennie
Castle Point Funds
The Pitch

The signs that could suggest market recovery

And the sectors to watch across 2024, according to Hubert Aarts, Deputy CIO for Impax Asset Management.
Chris Conway
Livewire Markets
Macro

Rebounding populations contribute to higher real house prices and rents

Most countries have seen their populations rebound from COVID, which looks to have contributed to higher real house prices and rents.
Kieran Davies
Coolabah Capital
Expert Insights

This market has changed and changed again... here's how to navigate it

The fixed income market has been through a tumultuous period and whilst investors have felt the pain, there are effective strategies
Chris Conway
Livewire Markets
Macro

The rise and rise of US employment

The US economy has been amazingly strong, as reflected in soaring bond yields. But is there a good reason for the US economy's resilience?
Janu Chan
Bitesized Economics
Macro

10 things every investor should know right now

Livewire's economics series takes you through the key data points every investor should know.
Hans Lee
Livewire Markets
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