recession

Monetary policy is starting to diverge, with the impact on markets being the story of returns in 2024. Here's what you should know.

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.

Signal or Noise returns with its next episode on Tuesday. But if you can't wait that long, here is a sneak peek!

The equity rally reflects optimism about AI-driven growth. But downside risks remain. Here are three scenarios to help manage portfolios.

This edition of Charts of the Week considers our position at the likely peak of the rate cycle.

I share four actions you can take to help preserve capital in a year where downside risks dominate the outlook.

This week’s edition begins with an assessment of global futures markets, indicating that the “rate pause” is assumed around the world.

The Fed and RBA have hiked rates aggressively. This almost always means recession. Here are some actions to take to protect your portfolio.

Composite leading indicators suggest that a contraction or recession in Australia should not be disregarded (Siwat Nakmai).

We created a dashboard to monitor employment, spending and more.