macroeconomics

LGT Crestone’s Chief Investment Officer, Scott Haslem, interviews Frances Lim, Head of Asia Pacific Macro at KKR.

From inflation to house prices, Shane Oliver takes on the most commonly asked questions he gets as AMP's Chief Economist.

The RBA's latest rate hike leaves it close to a pause from Q2. Isaac Poole of Oreana thinks that will provide a support for Aussie equities.

Last year’s equity drawdown was NOT the recession bear market. And this year’s rally is NOT a bear market rally. That bodes well for 2023.

China's recent protests against zero-COVID are the biggest since 1989. But what implications are there for markets?

It is still too early to tell if 2022 will end with a bang or a thud in financial markets. But the shared pain across traditional fixed income and equity assets has...

The US Federal Reserve hiked by another 0.75% at its November meeting. There has been a remarkable amount of tightening in a short period of time. Equities and rates...

Global Markets It was all about the Fed again last week, as further hawkish commentary pushed U.S. bond yields higher and U.S. stocks lower. In what seemed a shock to...

In case you didn't have time to read KKR's latest 60-page report, Livewire has summarised some of the key points for you. It highlights everything from the asset...

With the clock ticking over to 2022, the world will have endured two years of COVID-19. But despite the well-documented challenges, 2021 was a successful year for...

An analysis of the industry split of wages shows why the RBA is sceptical that wages can accelerate fast enough to justify market expectations of rate hikes next year....

Times like these, as tough as they are, create opportunity. In this wire, Loomis Sayles' vice president and global equities portfolio manager, Eileen Riley, reveals...

The pandemic has had an extreme impact on economies and markets, yet there is an even stronger force that few are comfortable acknowledging. It has helped mitigate the...

The Delta outbreak has seen a big decline in hours worked, a fall in employment and a lower unemployment rate. The Delta outbreak has seen a large hit to activity in...

With last year showing the importance of government support in limiting the economic fall-out from the pandemic and contributing to economic recovery, the NSW...

Welcome back to Off the Charts! bringing you everything you need to know from markets (and some things you don't). The world of crypto was as bonkers as ever this...

Gold moves on inflation (... finally) There has been ample talk and plenty of anecdotal evidence of inflation this year, none of which has seemed to elicit much of a...

The health crisis that combined elements of the Spanish flu pandemic, the Great Depression and the GFC helped redefine what fiscal and monetary policies can achieve....

Last week RBA Governor Phil Lowe seemingly dealt a savage blow to proponents of the new economic policy frontier that is Modern Monetary Theory (MMT). Governor Lowe...

Following on from our assessment a month ago about the likely path of a post COVID-19 recovery, we update the recent macro data and look at bond market options. ...