global economy

Latest news and analysis on global economy

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®
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
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