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Market Wraps
us economy
Latest news and analysis on us economy
Equities
May 28, 2024 10:15
A deeper look at diversification
It was the late great (at least in economic circles) Noble Prize-winning economist Harry Markowitz who said the only free lunch in investing is diversification. ...
Chad Padowitz
Talaria Asset Management
May 28, 2024 10:15
Macro
May 23, 2024 10:14
Judging post-COVID economic recoveries
The US economy stands out, with key measures of activity back in line with their pre-COVID trends, although Australia is not far behind.
Kieran Davies
Coolabah Capital
May 23, 2024 10:14
Macro
April 29, 2024 12:56
The scenario the Fed and RBA fear the most is upon us: Stagflation!
Inflation is heating up as economic growth is slowing. Should central banks hike rates to fight inflation or cut them to help the economy?
Carl Capolingua
Livewire Markets
April 29, 2024 12:56
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Investment Theme
April 12, 2024 10:00
Ray Dalio, Jamie Dimon, Ken Griffin: China, AI, and the global economy
Three heavyweights of global finance have released their latest shareholder updates - we bring you some of the highlights
Glenn Freeman
Livewire Markets
April 12, 2024 10:00
Macro
March 22, 2024 08:17
Fed signals US rate cuts & slightly higher rates for longer
The FOMC expects to cut rates at a faster pace than implied by a policy rule relying on its own economic forecasts.
Kieran Davies
Coolabah Capital
March 22, 2024 08:17
The Pitch
March 19, 2024 07:00
3 ways to keep it simple (and earn solid
returns)
KKR's approach to investing in 2024 is defined by the phrase - Keep it Simple. But how do they do it?
Hans Lee
Livewire Markets
March 19, 2024 07:00
Macro
March 14, 2024 23:03
Five takeaways from US soft landings
Whether we will see a soft landing has been the big question facing financial markets.
Janu Chan
Bitesized Economics
March 14, 2024 23:03
Macro
February 26, 2024 08:48
How the US economy is standing out from the crowd
While other major economies stagnated or contracted in the second half of 2023, the U.S. economy has been thriving and has thus far weathered the most vigorous period...
Seema Shah
Principal Asset Management
February 26, 2024 08:48
Macro
December 05, 2023 14:26
Getting Fed up with rate hikes?
In this piece, we look at three reasons why the Fed is done - and three reasons why the Fed may not be done.
Janu Chan
Bitesized Economics
December 05, 2023 14:26
Macro
November 22, 2023 09:00
The clock is ticking on the US economy
Some analyses suggest that stagflation or economic contraction is imminent.
Macrobond Financial
November 22, 2023 09:00
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Growth
7 steady ASX compounders with fundies’ tick of approval
Vishal Teckchandani,
Livewire Markets
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Soul Patts and 2 more ASX stocks Bell Potter says are worth owning
Vishal Teckchandani,
Livewire Markets
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The ASX stock UBS thinks could almost double, plus 8 more top picks
Keith Ford,
Livewire Markets
Retirement
7% yields and 4 income ideas: Where 2 fund managers are
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Livewire Markets
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