global macro

The US Federal Reserve may have left the Fed funds rate unchanged, but it still triggered a sizeable reaction in financial markets.

Will the mantra of ‘higher for longer’ interest rates be superseded by ‘lower and sooner'?

If you want to find less crowded opportunities in structural change, Westpac Private Bank's George Toubia says you'll need to dig deeper.

Inflation. It has been one of the dominant themes influencing financial markets over the past few years. It rose to multi-decade highs in most advanced economies and...

Welcome to the ListedReserve monthly Bitcoin news wrap-up.

This week Central Bankers head to Jackson Hole to discuss structural shifts, long-term bond yields are going to be a key topic of interest..

The Goldilocks scenario has enjoyed a big rally this year, blissfully ignorant of the three economic bears returning home

The big shock announcement last week in global economic news was the downgrade in the US sovereign credit rating by Fitch. But the real question we should be asking is...

A raft of economic data last week again confirmed mixed signs for the post zero-covid recovery for China. The headline act was GDP. China’s economy in the second...

Higher yields and a slowing economy have skewed the outlook for US Treasury returns to a very positive setting.

Inflation has been kind of an enigma for the world over the past few years. Policymakers dismissed rapidly rising inflation early on and viewed it as transitory. It...

Investing can be like sailing: we know the destination, but we still need to navigate through the journey. Dynamic Asset Allocation can help

The ‘right to hold bitcoin’, a Himalayan kingdom, the AI revolution, and the failure of the system.

In this wire, you'll learn how Zenith Investment Partners' head of asset allocation is predicting the future pathway of markets.

What does Goldilocks look like, exactly, anyway.

Local government debt is now in the spotlight. Much has been made of this debt's size, but is there a bigger issue?

Fixed income isn't attractive and equities are complicated. Today's markets are nothing like this famed hedge manager has seen before.

And it's all courtesy of the US Federal Reserve and FDIC

Economist Janu Chan argues we should still be worried. The big question is how much.

The recent banking crisis, its ripple effects on the broader economy and implications for multi-asset investing