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ASX Live Blog
Market Wraps
us economy
Latest news and analysis on us economy
Macro
April 27, 2023 12:05
Should we still be worried about the banking sector?
Economist Janu Chan argues we should still be worried. The big question is how much.
Janu Chan
Bitesized Economics
April 27, 2023 12:05
Macro
April 12, 2023 07:21
A tight US labour market despite higher interest rates
The US labour market is past its peak, but still remains very tight despite higher interest rates.
Kieran Davies
Coolabah Capital
April 12, 2023 07:21
Macro
March 17, 2023 02:21
Not just your regular bank failure?
Throughout history, many, many, banks have failed. In the US, bank failures are surprisingly common and even in more recent times – the Federal Deposit Insurance...
Janu Chan
Bitesized Economics
March 17, 2023 02:21
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Macro
March 01, 2023 09:16
Don’t bet on a US recession in 2023
After a 4.65% increase in interest rates this past year, why isn’t the U.S. economy tanking? And why aren’t retail sales plummeting? One reason, perhaps, is that...
Roger Montgomery
Montgomery Investment Management
March 01, 2023 09:16
Macro
February 27, 2023 14:39
Confused about what will happen with US inflation?
Oh inflation. For so long, you lay dormant, so much so that policymakers were complaining that there wasn’t enough of it. Last month has seen renewed concerns with...
Janu Chan
Bitesized Economics
February 27, 2023 14:39
Macro
February 15, 2023 17:42
US inflation: some concerning data points
US inflation came in higher than expectations. Now, month-to-month inflation numbers can be volatile. But there are more than a few data points in this report that are...
Damien Klassen
Nucleus Wealth
February 15, 2023 17:42
Macro
January 13, 2023 16:58
US inflation edges lower
US inflation came in around expectations. It is probably getting better, but there is still the opportunity to see what you want in the numbers. If your view is that...
Damien Klassen
Nucleus Wealth
January 13, 2023 16:58
Macro
December 16, 2022 11:22
Lessons from past US recessions
In the context of the bond market signalling a US recession in late 2023/early 2024 - where CCI has been forecasting a recession since earlier this year - we have...
Kieran Davies
Coolabah Capital
December 16, 2022 11:22
Macro
December 05, 2022 21:39
Three lessons from the 1970s' Great Inflation (and why it shouldn’t be repeated)
Last month, there was a moment that analysts and financial market participants had been hoping for some time. Like kids waiting for Christmas morning, market...
Janu Chan
Bitesized Economics
December 05, 2022 21:39
Macro
October 31, 2022 09:07
A peak in US inflation opens the door to smaller Fed hikes in December
US core inflation and wage growth have both peaked, but remain high, with the split of inflation showing persistent, broad-based demand-driven gains in consumer...
Kieran Davies
Coolabah Capital
October 31, 2022 09:07
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Reporting Season
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