global markets

Latest news and analysis on global markets

Macro

JP Morgan Asset Management’s take on growth, risk and opportunity

Craig and Tanna unpack why growth is holding, rates are easing, and risk assets are still being rewarded across global markets.
Stephanie Gardner
Livewire Markets
Investment Theme

Can AI live up to its own hype?

There are a lot of big predictions -- both good and bad -- regarding AI. But the actual outcome is likely to be far less dramatic.
Andrew Legget
Livewire Markets
Macro

Tariffs, tensions and turning points: Lazard's stark mid-year global outlook

Structural shifts in trade, immigration and fiscal policy could reshape markets.
Ronald Temple
Lazard Asset Management
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

Understanding China's recent stimulus measures

Matthew explains China's stimulus aims to restore confidence amid a property crisis, focusing on consumption not commodities.
WLE
Matthew Haupt
Wilson Asset Management
Macro

Is the US budget deficit sustainable? – Part 2/2

The US budget deficit is over US$2T for the last year - that's almost 8% of GDP, highest since the GFC.
Sebastian Ferrando
Koda Capital
Macro

Is the US budget deficit sustainable? – Part 1/2

The US budget deficit is over US$2T for the last year - that's almost 8% of GDP, highest since the GFC.
Sebastian Ferrando
Koda Capital
Macro

The 4 investments to buy in the next pullback

In hindsight, August was a sharp sneeze in an otherwise historic bull market. But what would you buy if a meaningful pullback arrives?
Hans Lee
Livewire Markets
Macro

5 practical tips for surviving the next volatility spike

The August snap sell-off and ensuing rebound caught many investors on the hop - but there's no need to remain worried.
Hans Lee
Livewire Markets
Equities

What do recession fears and share market falls mean for the RBA and investors?

Share market volatility is bad news but the best approach for most investors is to stick to a long-term strategy.
Shane Oliver
AMP
Macro

UK Claimant count increases to 50.4K, US Federal Reserve holds steady at 5.50%

We look at five of the biggest developments across global markets for the week ending 21 June 2024
BHP
FMG
ORG
+2
Hue Frame
Frame Funds Management
Macro

UK Claimant count increases to 50.4K, US Federal Reserve holds steady at 5.50%

We look at five of the biggest developments across global markets for the week ending 15 June 2024
BHP
FMG
GMG
+2
Hue Frame
Frame Funds Management
Macro

BOE leaves rates steady at 5.25%, British Construction PMI rises to 53.0

We look at five of the biggest developments across global markets for the week ending 10 May 2024
MQG
+1
Hue Frame
Frame Funds Management
Macro

Chinese Manufacturing PMI steady at 50.4, US employment cost index rises 1.2% q/q

We look at five of the biggest developments across global markets for the week ending 3 May 2024
FMG
MQG
+2
Hue Frame
Frame Funds Management
Macro

Australian CPI rises by 1.0% q/q, US corporate earnings mixed with a positive bias

We look at five of the biggest developments across global markets for the week ending 26 April 2024
COH
CSL
+2
Hue Frame
Frame Funds Management
Macro

NZ OCR held steady at 5.50%, US CPI rises 0.4% m/m

Weekly Update | 12th April, 2024
BHP
FMG
+2
Hue Frame
Frame Funds Management
Funds

How to invest $10,000 for growth with 3 ETFs

The $10,000 Idea is back with a new series. First up, a closer look at generating growth through ETFs.
+10
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

Switzerland’s CPI soared to 0.6% m/m, Canada left interest rates unchanged at 5.00%

Weekly Update | 8th March, 2024
+1
Hue Frame
Frame Funds Management
Macro

US CB consumer confidence slumped to 106.7, Australia’s CPI held static at 3.4% y/y

Weekly Update | 1st March, 2024
GMG
+2
Hue Frame
Frame Funds Management
1-20 of 234