MacroTrends
MacroTrends explores global economic patterns and impacts, providing crucial insights for informed investment and financial decisions.
What is the YEN carry trade and how does it affect your investments?
A lot of people asking what caused the recent stock market selloff, here’s the answer, the unwind of the YEN carry trade.
Understanding Stagflation: A Tricky Economic Problem
Stagflation is a tough economic situation where the economy slows down, many people lose their jobs, and prices keep rising all at once.
Consequences of the Spiraling US Debt
The spiralling US debt, currently sitting at $34T and rising at least $1T every 100 days… and there will be consequences
Pre-Market Pulse
Pre-Market Pulse 16th August – “what recession?” Retail sales show US consumer still spending
Stocks closed higher for the sixth straight session Thursday, as fears of an economic slowdown were dispelled following stronger-than-expected labor market and retail sales data.
Pre-Market Pulse 15th August – Stocks drift higher as Investors put Inflation in the rear-view mirror
Stocks drifted higher driven by encouraging data showing a continued slowdown in inflation. This has raised expectations that the Federal Reserve might soon begin cutting interest rates, potentially as early as next month.
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Closing Bell
Closing Bell 16th August: Domain jumps on earnings results. ASX rally continues
The Australian sharemarket extended its gains for the sixth consecutive session, driven by broad-based optimism as investors increased their bets on potential interest rate cuts by central banks later this year. Wall Street’s overnight rally, spurred by stronger-than-expected US retail sales data, added to the positive sentiment. The S&P/ASX 200 climbed 1.3% to 7966 points, with the materials sector rebounding 2.1%.
Closing Bell 15th August: Pilbara Minerals to acquire latin resources
The jobless rate edged up to 4.2% in July, slightly higher by 0.1%. Despite adding 58,200 jobs, largely due to mass immigration, market sentiment was mixed.
Closing Bell 14th August: Healthcare Gains, Pro Medicus Leads the Charge
The Australian sharemarket saw a solid rise, with the S&P/ASX 200 Index gaining 0.6% (43.1 points) to reach 7869.9, driven by strong performances in industrial and healthcare stocks.
Latest Posts
Bulls vs. Bears: Episode 31: Earnings Lay Bare the Hits and Misses
This week, mega-cap earnings disappoint as investors ask “where’s the revenue”, US economy starts to show cracks and middle east conflict flares up (again)
Closing Bell 16th August: Domain jumps on earnings results. ASX rally continues
The Australian sharemarket extended its gains for the sixth consecutive session, driven by broad-based optimism as investors increased their bets on potential interest rate cuts by central banks later this year. Wall Street’s overnight rally, spurred by stronger-than-expected US retail sales data, added to the positive sentiment. The S&P/ASX 200 climbed 1.3% to 7966 points, with the materials sector rebounding 2.1%.
Balanced Portfolio Recommendation: BUY 7.5% Telix Pharma
BUY 6% Telix Pharma
Pre-Market Pulse 16th August – “what recession?” Retail sales show US consumer still spending
Stocks closed higher for the sixth straight session Thursday, as fears of an economic slowdown were dispelled following stronger-than-expected labor market and retail sales data.
Closing Bell 15th August: Pilbara Minerals to acquire latin resources
The jobless rate edged up to 4.2% in July, slightly higher by 0.1%. Despite adding 58,200 jobs, largely due to mass immigration, market sentiment was mixed.
Balanced Portfolio Recommendation: Sell (stop-loss) Nufarm (NUF)
We recommend reallocating 2% of our portfolio from Elders (ELD) to Nufarm (GNC). This decision is based on the realization of a 9.2% profit in Elders and the assessment that Nufarm is currently undervalued, as supported by its recent earnings report and market conditions.
Alpha Recommendation: BUY Playside Studios (PLY)
PlaySide Studios Limited (PLY) develops video games for multiple platforms including mobile, PC/Console, virtual reality and mixed reality, with a portfolio of approximately 60 titles
Pre-Market Pulse 15th August – Stocks drift higher as Investors put Inflation in the rear-view mirror
Stocks drifted higher driven by encouraging data showing a continued slowdown in inflation. This has raised expectations that the Federal Reserve might soon begin cutting interest rates, potentially as early as next month.
Closing Bell 14th August: Healthcare Gains, Pro Medicus Leads the Charge
The Australian sharemarket saw a solid rise, with the S&P/ASX 200 Index gaining 0.6% (43.1 points) to reach 7869.9, driven by strong performances in industrial and healthcare stocks.
Pre-Market Pulse 14th August – Stocks rally as inflation shows further signs of easing
Stocks surged overnight as fresh evidence of easing inflation bolstered expectations for a Federal Reserve rate cut as early as next month, causing Treasury yields to drop.