MACRO

Latest news and analysis on MACRO

Macro

Central banks constantly say they are "data dependent". Here's why you should ignore them

The Fed is going to cut rates, but slowing growth means it may not be the time to be chasing equity returns.
Isaac Poole
Oreana Financial Services
Commodities

April’s deep dive into commodities and market movements

April Markets Characterised by Tech Volatility and Commodity Recoveries
Nicholas Boyd-Mathews
Eden Asset Management
Equities

J.P. Morgan a lone bear as small-cap optimism grips the globe

In a media briefing this morning, J.P. Morgan revealed an oncoming debt cliff could see US small caps continue to suffer.
Ally Selby
Livewire Markets
Equities

ASX stocks to AVOID: The 10 companies most vulnerable in a crash

Is it time to consider a different approach to guarding your capital against macroeconomic and geopolitical shocks?
CHN
+15
Dr David Allen
Plato Investment Management
Funds

Was 2023 the year of the Magnificent Seven?

What might next year bring?
+12
Alex Pollak
Loftus Peak
Expert Insights

Bigger businesses and better structure provide strong opportunities in this asset class

And why KKR's Richard Schoenfeld believes we're nearly the end of the interest rate hike cycle.
Ally Selby
Livewire Markets
6