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Market Wraps
inflation
Latest news and analysis on inflation
Macro
January 15, 2024 09:00
Earnings season forecasts are diverging at a historic pace
For our first pack of new charts in 2024, we take a deep dive into historic trends.
Macrobond Financial
January 15, 2024 09:00
Macro
December 06, 2023 16:13
Flat consumer spending & strong unit labour costs
Spending was held down by direct government cost-of-living subsidies in Q3, while unit labour costs continue to grow strongly.
Kieran Davies
Coolabah Capital
December 06, 2023 16:13
Equities
December 05, 2023 06:45
Where will most returns likely come from going forward?
Income is always a component of total return, whereas capital growth is not.
Chad Padowitz
Talaria Asset Management
December 05, 2023 06:45
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Macro
December 04, 2023 09:00
Indebted companies and the rate-pause consensus
This week’s edition begins with an assessment of global futures markets, indicating that the “rate pause” is assumed around the world.
Macrobond Financial
December 04, 2023 09:00
Macro
November 29, 2023 18:52
When will bad news be bad news?
Recently good news has been bad news. Why is this, and are we about to enter into a new cycle where good news becomes good news again?
John Bilsel
Innova Asset Management
November 29, 2023 18:52
Macro
November 24, 2023 02:54
Modeling how German inflation might be easing with Indicio
Our economist examined price pressures in Europe’s economic engine.
Macrobond Financial
November 24, 2023 02:54
Macro
November 22, 2023 09:00
The clock is ticking on the US economy
Some analyses suggest that stagflation or economic contraction is imminent.
Macrobond Financial
November 22, 2023 09:00
Expert Insights
November 22, 2023 07:00
2 booming markets amid the economic
storm
In this Expert Insights, Man GLG's Andrew Swan outlines why he believes South Asia is the best opportunity in global universe today.
Ally Selby
Livewire Markets
November 22, 2023 07:00
Education
November 20, 2023 14:46
Gold is money. Everything else is credit
As J.P Morgan noted: "Gold is money. Everything else is credit." Here we discuss the case for gold and silver investing in todays market.
Michael Goldberg
Collins St Asset Management
November 20, 2023 14:46
Macro
November 20, 2023 09:00
Investor sentiment, Japan’s hot inflation and rainy England
This week’s charts begin with a barometer measuring bullish and bearish US stock investors.
Macrobond Financial
November 20, 2023 09:00
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Sara Allen,
Livewire Markets
Growth
Australia's comeback is coming: Jason Todd's bold 2027 call and 3 stocks Jun Bei Liu likes
Vishal Teckchandani,
Livewire Markets
Equities
Why Google is getting the cut from Australia's first AI-driven ETF
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Livewire Markets
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