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Market Wraps
interest rates
Latest news and analysis on interest rates
Macro
December 01, 2022 07:30
The recession we have to have... again
Deutsche Bank released its outlook and it’s not good news for bulls. Recession is coming. Brace yourself for 2023.
Sara Allen
Livewire Markets
December 01, 2022 07:30
Macro
November 29, 2022 04:57
Aussie house prices fall another >1% in November
In the first 28 days of November, Aussie home values have lost another 1% plus based on CoreLogic's 5 capital city index, bringing the cumulative draw-down to 7.7%...
Christopher Joye
Coolabah Capital
November 29, 2022 04:57
Macro
November 28, 2022 06:53
Interest rate shock just around the corner
The Reserve Bank of Australia has a massive trick up its sleeve. The potency of this gambit is still very much underappreciated. In its latest financial stability...
Christopher Joye
Coolabah Capital
November 28, 2022 06:53
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Macro
November 24, 2022 12:02
10 key themes for 2023
Each year, the Neuberger Berman investment leaders identify the 10 key themes they believe will be prominent in markets over the next 12 months.
Neuberger .
Neuberger
November 24, 2022 12:02
Macro
November 22, 2022 07:24
Sydney house prices have fallen 11.1%, declining at a 17% annual rate, while Brisbane prices fall at 20% annual rate
So there is good news and bad news. The bad news is that national house prices are falling at a record 14% annual rate based on the last three months of data from...
Christopher Joye
Coolabah Capital
November 22, 2022 07:24
Macro
November 16, 2022 11:26
Has the central bank pivot
arrived
The story of 2022 so far has been of central banks pushing interest rates ever-upwards with the hope of curtailing inflation. Over the course of the last few...
Aaditya Thakur
PIMCO
November 16, 2022 11:26
Macro
November 13, 2022 07:39
Aussie house prices now down 7.1%, and falling at a 14.6% annual pace
Aussie home values have now lost 7.1% from their May peak (at the time of the first RBA hike), and have been falling at a 14.6% annual pace over the last three...
Christopher Joye
Coolabah Capital
November 13, 2022 07:39
Rapid Fire
October 28, 2022 15:00
Shane Oliver’s guide to riding out a "year to
forget"
In January of this year, after bouncing around for a few months, the ASX200 took a sharp and sizeable leg down. It was to be the first of numerous heavy sell offs in...
James Marlay
Livewire Markets
October 28, 2022 15:00
Property
October 25, 2022 13:49
The RBA changed its tune on housing prices. Here’s what that means.
Mortgage holders are having a truly *wonderful* year. Our repayments are jumping at a rate of knots. Of course, we aren’t the only ones. The increasing cost of...
Sara Allen
Livewire Markets
October 25, 2022 13:49
Macro
October 22, 2022 10:08
RBA predicted almost no house price declines when it hiked rates, but now expects the biggest declines ever...
In a fascinating RBA freedom of information disclosure dumped on Friday, which references Coolabah's house price analysis/forecasts (including work published here on...
Christopher Joye
Coolabah Capital
October 22, 2022 10:08
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6 high-conviction ASX stock picks that should be on your
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Chris Conway,
Livewire Markets
Reporting Season
Liontown emerges from lithium winter as Kathleen Valley ramps
up
Anna Dadic,
Livewire Markets
Shares
4 bids, 1 stock: Australia's national malaise illustrated in this small-cap
Chris Prunty,
QVG Capital
Equities
The stocks that have moved back into view
Arian Neiron,
VanEck
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