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Macro

Understand the fast-changing domestic and global economic forces under the tectonic plates driving our markets.

Latest: Macro

Macro

Are rate cuts good or bad for investors?

Rate cuts are back — but rich valuations mean this time may not rhyme with history.
Alastair MacLeod
Elston Asset Management
Macro

House prices, interest rates & the supply of housing

House prices have an outsized sensitivity to lower interest rates because the supply of housing is failing to keep pace with strong demand
Kieran Davies
Coolabah Capital
Macro

A year after her 2024 shocking prediction Kellie Wood says the real crisis may still lie ahead

Kellie Wood believes the US has escaped recession for now, but debt dynamics are moving closer to a breaking point.
Stephanie Gardner
Livewire Markets
Macro

U.S. - China trade tensions: From complacency to concern

Over recent weeks, tensions between the United States and China have intensified, culminating in the U.S. threatening to impose an additional 100% tariff on Chinese...
Seema Shah
Principal Asset Management
Macro

Gold is not a bubble. But unregulated retail herding is concerning

Gold's rally is being driven by tiny gyrations in the US treasury market. But unregulated coin and bar sales could spell longer-term trouble
David Tuckwell
ETF Shares
Macro

Green shoots in Australia

A weak Australian economy could take a turn for the better and drive better business growth.
Alex Cathcart
Drummond Capital Partners
Macro

Stock market looks expensive? Blame the giants

Global markets look expensive—but it’s mostly the biggest companies driving that. The rest of the market is priced closer to normal.
Damien Klassen
Nucleus Wealth
Macro

JP Morgan Asset Management’s take on growth, risk and opportunity

Craig and Tanna unpack why growth is holding, rates are easing, and risk assets are still being rewarded across global markets.
Stephanie Gardner
Livewire Markets
Macro

How should investors navigate stimulus, volatility & shifting fundamentals?

Tim Toohey explores the paradox of booming equity markets amid the turbulence and shares a cautiously optimistic view on Australia’s growth.
Tim Toohey
Yarra Capital Management
Macro

“Wall Street hammered!” What now?

Panic gripped the market over the weekend. But we’ve seen this movie before, and we don’t need to worry about how it ends.
Andrew Legget
Livewire Markets
Macro

Forget trade tariffs…

This is what Global Trade will Look Like in 10 years
Edward Heng
India Avenue Investment Management
Macro

US tariffs, global trade & disinflation in the rest of the world

A more insular US economy is affecting world trade, but there is no sign yet that it is mildly disinflationary for the rest of the world.
Kieran Davies
Coolabah Capital
Macro

Bubble trouble – is AI enthusiasm driving a bubble in shares?

Bubble fears are back. As AI stocks soar and valuations stretch, Shane Oliver weighs what’s hype, what’s real, and what investors should do.
Shane Oliver
AMP
Macro

"It feels exactly like 1999’: Paul Tudor Jones sees one last run before the mania ends

The billionaire who predicted the 1987 crash says markets are primed for one last melt-up and reveals what he’s buying before it all ends.
Vishal Teckchandani
Livewire Markets
Macro

September markets wrap: Inflation, rate caution and sector shifts shape ASX

ASX slipped last month, weighed by energy and staples, while global shares surged on US rate cuts, AI optimism and China stimulus hopes.
Bob Cunneen
MLC Asset Management
Macro

Why the Fed is shifting focus from inflation to unemployment

The US labor market is weaker than the headline suggests, and this is exactly what the Fed is beginning to acknowledge.
Henry McVey
KKR Australia
Macro

Boom and bust in developed markets

A look at the long-term trends/cycles and the current valuation divide within Developed Market equities.
Callum Thomas
Topdown Charts
Macro

Five risks for 2026

What should you be looking out for as 2025 hits its final quarter? I share five risks that investors should consider as we approach 2026.
Isaac Poole
Ascalon Capital
Macro

Mercantilism with American characteristics

In our view, the complexity of today’s market and geopolitical climate make it especially risky to leave portfolios on autopilot.
Dan Farmer
MLC Asset Management
Macro

Trump's new economic order is here to stay

The ship has sailed on the US president's brave new trade world and the ramifications will be huge for everyone.
Tom Stelzer
Livewire Markets
Macro

When to expect the next rate cut

…and the state of the Australian economy.
Sara Allen
Livewire Markets
Livewire Live

How to embrace the chaos clouding markets

If you’re betting on bear markets or mean reversion to pull asset prices back to earth, you’re stuck in a bygone era, says Viktor Shvets.
Vishal Teckchandani
Livewire Markets
Macro

Medium term investment returns face five key constraints

From boom to constraints. Super returns once soared on tailwinds, but five mega trends now point to lower gains ahead.
Shane Oliver
AMP
Macro

Central banks struggle to regain the rates narrative

Amid the uncertainty, relative value opportunities are emerging.
Ashok Bhatia
Neuberger Berman
Macro

The factors driving Eurozone investment potential to the next level

The world is shifting, in terms of power, trade and allegiances – all of which will have significant implications for Europe.
Chris Iggo
AXA Investment Managers
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