global markets

Latest news and analysis on global markets

Macro

Five medium-term inflation pressures - and what they mean for investors

Inflation has been the top thorn in markets' sides. But as surges turn the corner, I ask what challenges still lie ahead and how your portfolio should be positioned...
Shane Oliver
AMP
Daily Report

Morgan Stanley's seven big questions for energy investors

Plus, two upgrades from Ord Minnett and Morgans. Our chart of the day probes the question - who is buying all the gold?
NAN
The Morning Wrap
Livewire Markets
Daily Report

The unusual investment strategy that's returned more than 30% this year

Plus, your morning report takes a look at three companies on brokers' radars.
CSL
QAN
The Morning Wrap
Livewire Markets
Asset Allocation

A global recession is coming and why Australia won't be as lucky this time

TD's global macro team believe central banks will be hiking higher and for longer. But is there any good news to look forward to?
Hans Lee
Livewire Markets
Asset Allocation

T. Rowe Price has been underweight equities for a year. Here's what would spark a reversal

One of the world's largest asset managers has been holding onto a contrarian call for a long time. But could that all change imminently?
Hans Lee
Livewire Markets
Daily Report

BofA: Brent crude back at US$100/barrel in 2023 (and 2 healthcare stocks)

In today's report, Bank of America calls for higher crude prices for longer. Plus, two moves in the ASX healthcare sector.
PME
The Morning Wrap
Livewire Markets
Daily Report

UBS makes three moves in its ASX best ideas list

MARKETS WRAP S&P 500 TECHNICALS THE CALENDAR It's a quiet one today with only a speech from Reserve Bank Governor Phil Lowe a potential headline-maker. He is due...
+1
The Morning Wrap
Livewire Markets
Daily Report

UBS' three reinitiates + America's yield curve inversion hits new lows

MARKETS WRAP S&P 500 TECHNICALS THE CALENDAR Unless you trade New Zealand dollars for a living, chances are macro observers can relax a little this week. Beyond the...
HUB
The Morning Wrap
Livewire Markets
Daily Report

Two Credit Suisse downgrades + The equities indicator yelling sell!

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...
IPL
The Morning Wrap
Livewire Markets
Daily Report

Ord Minnett's two upgrades + the big tech big short

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...
ALQ
The Morning Wrap
Livewire Markets
Asset Allocation

Morgan Stanley: Why 2023 will be a good year for income investors

With 2023 about six weeks away (I know, where did all that time go?), the biggest research houses in Australia are starting to drip-feed their respective outlook...
ARF
+9
Hans Lee
Livewire Markets
Daily Report

Macquarie downgrades the REITs + The "sticky" side of inflation

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...
+3
The Morning Wrap
Livewire Markets
Daily Report

Four new stocks from Morgan Stanley's quant screens

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...
ABC
ALU
BLD
+3
The Morning Wrap
Livewire Markets
Asset Allocation

This CIO thinks we've hit "peak inflation". Here is how he's investing.

2022 has been the year of inflation - and more recently, the potential end of its relentless rise. The Reserve Bank expects inflation to top out at 8% in the current...
Hans Lee
Livewire Markets
Daily Report

Why Citi is upgrading these two retailers + Binance backs out of buying FTX

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...
The Morning Wrap
Livewire Markets
Daily Report

US midterm elections dominate macro focus + Two retail downgrades from Macquarie

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...
The Morning Wrap
Livewire Markets
Daily Report

JP Morgan: The ASX stocks that stand to benefit from a falling Australian dollar

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...
+5
The Morning Wrap
Livewire Markets
Daily Report

Three brokers, three very different AGM-inspired upgrades

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...
DOW
ORI
The Morning Wrap
Livewire Markets
Daily Report

Stocks sink, yields rise after Federal Reserve Chair Powell said it is "very premature" to talk policy pivot

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...
MP1
NXT
+4
The Morning Wrap
Livewire Markets
Daily Report

Citi's top ASX resources stocks (and why they are avoiding Woodside and Santos)

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...
29M
FMG
+7
The Morning Wrap
Livewire Markets
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