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Macro

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

Macro

Japanese final GDP grew by 0.1% q/q, US CPI rose to 3.2% y/y

Weekly Update | 15th March, 2024
FMG
S32
+2
Hue Frame
Frame Funds Management
Macro

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
Macro

The great paradox of the US market!

Prices reflect near perfection yet today’s world is particularly imperfect and dangerous
Jeremy Grantham
GMO
Macro

Why is the price of iron ore falling?

Because China is charting a different path.
BHP
RIO
David Berthon-Jones
Aequitas Investment Partners
Macro

Why didn’t housing arrears increase in the pandemic?

The onset of the pandemic led to a presumption that housing arrears would increase significantly. So why did they end up declining?
Jonathan Kearns
Challenger
Macro

Switzerland’s CPI soared to 0.6% m/m, Canada left interest rates unchanged at 5.00%

Weekly Update | 8th March, 2024
+1
Hue Frame
Frame Funds Management
Macro

How these investors are positioned across stocks, bonds and cash

We get inside the multi-asset investment minds at GMO, Morgan Stanley Wealth Management, and MLC Asset Management
Glenn Freeman
Livewire Markets
Signal or Noise

Could ASX earnings and dividends beat the odds and rise this year?

Plus, a closer look at how two of Livewire's most recognisable growth and value fund managers are investing.
BHP
+7
Hans Lee
Livewire Markets
Macro

Why the charts say now might be the time to buy emerging market stocks

This week’s chart pack features emerging markets (EM) insights from Meghna Shah, Macrobond’s Chief Economist and Macro Strategist.
Macrobond Financial
Macrobond Financial
Macro

2024 is a year for active management

The strength of the “magnificent 7” stocks has created an unrivalled amount of top-heaviness in the market, providing a boon to passive investors in 2023. However,...
Seema Shah
Principal Asset Management
The Rules of Investing

The policy overhaul Shane Oliver would make to secure Australia's fortunes

One of Australia's most respected (and most quoted) economists shares his thoughts on today's markets.
The Rules of Investing
Livewire Markets
Macro

US CB consumer confidence slumped to 106.7, Australia’s CPI held static at 3.4% y/y

Weekly Update | 1st March, 2024
GMG
+2
Hue Frame
Frame Funds Management
Macro

A snapshot of Australian bank/super fund exposure to commercial real estate

Bank exposure to commercial real estate has risen to 13% of loans, while super fund holdings total a larger 16% of their assets.
Kieran Davies
Coolabah Capital
Macro

Is inflation crashing?

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

Risk beats peak cash: US exceptionalism sparks both tech and credit opportunities

Stock markets are hitting all-time highs. And why not? Interest rates don’t look to be going any higher and there is no recession on the cards, least of all in the US....
Chris Iggo
AXA Investment Managers
Macro

Earnings remain key in a confusing macro picture

It has been challenging to make sense of current economic and market news but the following wire provides our insights on key regions
Neuberger Berman
Neuberger Berman
Macro

Is structural change or the economic cycle driving global share markets?

Global share markets are always driven by both structural change and the economic cycle to some degree. It is the weighting of the two drivers that varies over time....
Tim Richardson
Pengana Capital Group
Macro

6 leading investors share the charts to watch right now

This chart pack showcases some of our customers’ own creations.
Macrobond Financial
Macrobond Financial
Macro

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
Macro

French flash services PMI rallied to 48.0, US flash manufacturing PMI surged to 51.5

Weekly Update | 23rdFebruary, 2024
ASX
+2
Hue Frame
Frame Funds Management
Macro

More evidence of strong wages growth

The AWOTE and AWE measures of wages grew strongly at the end of last year.
Kieran Davies
Coolabah Capital
Macro

Why stocks could be boosted, thanks to a different "Taylor"

Listening to a different Taylor may deliver more Karma to your portfolio this year.
Alastair MacLeod
Wheelhouse Partners
Macro

5 key themes to watch in global real estate

Our global real estate outlook for 2024 highlights 5 key themes across senior housing, retail, industrial, Japan and data centres.
Chris Bedingfield
Quay Global Investors
Macro

China just made a historic rate cut - but markets aren't buying

More not less, seems to be the market's message.
Hans Lee
Livewire Markets
Macro

Why the path ahead favours income assets

Macro is a powerful explainer of why markets have moved sharply in the past, how they're behaving currently, and what may lie ahead
John Abernethy
Clime Asset Management
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