macroeconomics

In this wire, I take you through everything you need to know about today's CPI data.

Weekly Update | 29th September 2023

Historical breakaway momentum signals have been very bullish for US equities. We look into why this may be the case this time too.

The economic expansion is long in the tooth. Equity valuations are stretched. Downside risks are growing. It is time to build resilience.

We remain reasonably upbeat on a 12-month view as falling inflation takes pressure off interest rates.

LGT Crestone’s Chief Investment Officer, Scott Haslem, interviews Frances Lim, Head of Asia Pacific Macro at KKR.

From inflation to house prices, Shane Oliver takes on the most commonly asked questions he gets as AMP's Chief Economist.

The RBA's latest rate hike leaves it close to a pause from Q2. Isaac Poole of Oreana thinks that will provide a support for Aussie equities.

Last year’s equity drawdown was NOT the recession bear market. And this year’s rally is NOT a bear market rally. That bodes well for 2023.

China's recent protests against zero-COVID are the biggest since 1989. But what implications are there for markets?