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Market Wraps
Macro indicators
Latest news and analysis on Macro indicators
Investment Theme
October 07, 2025 15:34
One (strange) stat which shows the AI boom is still heating up
The curious case of a tiny Caribbean Island and what it might tell us about the AI trend.
NASDAQ:META
Meta Platforms Inc
NASDAQ:META
Followed by
27
people
NASDAQ:META
Meta Platforms Inc
NASDAQ:META
Followed by
27
people
Andrew Legget
Livewire Markets
October 07, 2025 15:34
Fixed Income
June 10, 2025 10:08
Australian rates to fall to neutral but not much more
Find out why we maintain a less dovish view than the RBA on interest rate expectations and favour Australian bonds over U.S. bonds.
WMX
Wam Income Maximiser Ltd
ASX:WMX
Followed by
12
people
WMX
Wam Income Maximiser Ltd
ASX:WMX
Followed by
12
people
Damien Boey
Wilson Asset Management
June 10, 2025 10:08
Education
January 17, 2023 12:06
A list of lists regarding the macro investment outlook for 2023
After very strong returns in 2021 thanks to reopening from COVID restrictions and stimulatory fiscal and monetary policies, 2022 was a rough year reflecting high...
Shane Oliver
AMP
January 17, 2023 12:06
3
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4 bids, 1 stock: Australia's national malaise illustrated in this small-cap
Chris Prunty,
QVG Capital
Reporting Season
Liontown emerges from lithium winter as Kathleen Valley ramps
up
Anna Dadic,
Livewire Markets
Property
A near-perfect storm is hitting housing - and prices could fall 10%
Shane Oliver,
AMP
Reporting Season
"You need to stay with strength": James Gerrish's top calls from reporting
season
Vishal Teckchandani,
Livewire Markets
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