global macro

Inflation is the buzzword of our present time in the markets - and with good reason. After years of central banks suggesting that price rises would be transitory and...

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...

Emerging Market Equity Technicals: Today we’re focusing on the local currency version of the MSCI EM index. This is so we can see what is going on in the underlying...

Well, we made it. What a 12 months it's been on financial markets. It started with global markets closing (ad nauseum, it seemed) at record highs. It ends with fears...

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...

In the first episode of Signal or Noise, we discussed the big economic and macro issues that are affecting investment decisions right now. If you missed that chat, you...

Calls of a US recession are getting louder, particularly in the US, amid a 40-year high for inflation and a worsening outlook for employment. The situation in...

Given stubbornly high U.S. inflation and the Federal Reserve’s apparent determination to bring it down, I now foresee a U.S. recession within the next 12...

Politics and economics are two subjects that go hand in hand. For Jeremy Lawson, head of the research institute and chief economist at abrdn, it forms the backbone of...

Welcome to a special macro-focussed edition of Charts and Caffeine - our daily markets wrap featuring the best charts and reads from across Livewire's team of expert...

It may have been the federal election that captured the spotlight at home over the past several weeks. For investors, it will be the other E word that will become...

Over the past two and a half years, global inflation markets have gone from shot to prominence for investors, as global lockdowns switched to global re-openings fueled...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpick from around the web and post on Twitter. The purpose of this post is to add extra colour and...

Credit Spreads vs Lending Standards: The latest Fed loan officer survey (which asks banks whether they are making it easier/harder for people to get a loan), showed...

Global Markets Higher bond yields and oil prices caused global equities to remain on the defensive last week, with further hawkish talk from the Federal Reserve,...

Portfolio Manager, Adam Chandler, from Claremont Global, one of Australia’s best performing international funds(1) , discusses opportunities in the current market,...

Global Markets It was all about the Fed again last week, as further hawkish commentary pushed U.S. bond yields higher and U.S. stocks lower. In what seemed a shock to...

In early March, a decision to adjust equity portfolio weightings to various regions could be viewed as one based on relative exposures to higher energy prices, says...

Global MarketsGlobal equities consolidated last week after solid gains over the previous two weeks, with the most notable market movement being a sharp drop in oil...

At the latest Crestone Investment Forum, held on 22 February 2022, we asked panelists to share their views on the likely path of markets and the global economy in...