Macrovue in Sydney, Australia | Investing service

Macrovue

Locality: Sydney, Australia

Phone: +61 1300 720 292

Address: Level 13, 130 Pitt Street Sydney 2000 Sydney, NSW, Australia

Website: http://macrovue.com.au

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25.01.2022 Last week the Dow recorded its sixth straight down week. Other global indexes struggled as well. On a more positive note, China and Mexico both signalled a willingness to negotiate with Washington over escalating trade issues. https://hubs.ly/H0j6Jv-0

24.01.2022 Market highlights from the week ending 26 April 2019: * China’s CSI 300 saw a bout of profit taking - not unusual after its 30% year-to-date rally. * While the Dow Jones Industrial Average was off 0.06% for the week, the other two major U.S. indexes hit record highs on Tuesday and then again Friday. ... * U.S. GDP rose at an annual rate of 3.2% in the first quarter, up from a rate of 2.2% in the fourth quarter and much better than the +1.9% expected. * March-quarter earnings have been generally good, particularly from tech companies. Amazon's profits doubled while Microsoft ’s were strong enough to push its market valuation above $1 trillion (momentarily). https://hubs.ly/H0hDxP10

24.01.2022 Solid results from Google and Twitter last week sparked communication services to the top of the S&P sector leaderboard, and contributed to the S&P 500 hitting a new record high. This week the Fed will announce its decision regarding interest rates. The market fully expects policymakers to lower rates at the July meeting. Read our latest article to learn more about recent market developments.... https://hubs.ly/H0j-T0w0

23.01.2022 Macrovue’s investment committee looks at four companies poised to benefit from an ageing population. https://hubs.ly/H0hDwBF0

23.01.2022 Machines and algorithms in the workplace are estimated to create 133 million new roles, but cause 75 million jobs to be displaced, by 2022. Macrovue’s investment committee looks at six global companies poised to benefit from the growth of this important sector. https://hubs.ly/H0jbgQv0

22.01.2022 Last week saw positive economic data out of the U.S. Business optimism climbed to a seven-month high in May, and retail sales increased for the third straight month. Consumer Price Index and Producer Price Index reports also indicated wholesale price and consumer inflation slowed. https://hubs.ly/H0jmFtF0

21.01.2022 Is the longest U.S economic expansion approaching its finale? We're not so sure... We look at a series of charts and indicators that challenge some of the negative views coming from segments of the media and industry. https://hubs.ly/H0jFPcD0

20.01.2022 We look at three companies disrupting the communications, payments and biotech sectors through the development and usage of leading-edge technologies. https://hubs.ly/H0jmDyJ0

18.01.2022 Despite a tough week for global equity markets, the big four economic indicators show a very healthy U.S. economy in spite of trade tensions. In addition, the dividend yield on the S&P 500 is now above the 10 yr treasury yield. That’s something that has not happened in years. Historically this can be very positive for equity demand. https://hubs.ly/H0k56z_0

17.01.2022 Dovish statements from the US and European central banks, combined with the resumption of US/China trade negotiations, work to propel global markets to new highs last week. https://hubs.ly/H0jsk1B0

15.01.2022 Clay Carter and the Macrovue investment committee look at three companies dominating the industries in which they operate. https://hubs.ly/H0jBdHl0

15.01.2022 It was a roller coaster for markets and investors last week. All three major US indexes closed with deep losses on Monday (the S&P 500 fell 2.4%, its biggest one-day loss since January) after China said it would impose 25% tariffs on $60 billion of U.S. goods, in retaliation for increased U.S. tariffs last week. Markets then proceeded to recover nicely with a three day rally during the week and if not for a late sell off on Friday afternoon (sparked by CNBC reporting that t...rade talks between China and the U.S. have stalled) would have finished the week only marginally lower. https://hubs.ly/H0hXTXz0

14.01.2022 Fifty-six S&P 500 companies are expected to report earnings this coming week. But how important are earnings results anyway? Very! They are the main determinant of share price performance over the medium term. So what should investors focus on during announcement season?... https://hubs.ly/H0jMTQQ0

14.01.2022 We've summarised the Q1 2019 earnings reports from some of the biggest and most innovative companies trading out of the U.S. Read them here. https://hubs.ly/H0hDxdN0

13.01.2022 Headlines concerning the U.S. / China trade dispute will continue to drive the market over the coming weeks in the absence of corporate earnings reports (most companies have now reported). https://hubs.ly/H0j1KSN0

13.01.2022 Markets were higher on Friday but for the week a bit of profit taking and a stronger AUD pressured global equity returns for local investors. No doubt stocks were in a holding pattern ahead of G-20 on the weekend. The Fed noted that U.S banks have strong capital levels and virtually all are now meeting supervisory expectations for capital planning, which then buoyed the financial sector on Friday. U.S. banks can now increase their dividends. https://hubs.ly/H0jz5WS0

12.01.2022 It was quite a week as traders reacted to back-and-forth trade news, as well as the yield curve inversion. Tariff relief led to big gains on Tuesday as the U.S. delayed some levies on China, but recession fears then took centre stage, with the Dow plunging 800 points on Wednesday and posting its largest decline of the year. Equities then returned to gains amid forecasts of central bank easing and the U.S. and China toning down their trade war rhetoric. Weekly Research Report 19 August 2019 https://hubs.ly/H0kk7yG0

08.01.2022 Despite recent volatility relating to US/China trade talks, corporate earnings are ultimately the long-term determinant of market returns, and U.S. companies have posted better-than-feared results this quarter thus far. U.S. economic data is supportive and so is the Federal Reserve. https://hubs.ly/H0hSq1l0

06.01.2022 Last week the S&P 500 lost 0.4%, but this tame result misses the big story. The trading range was 4.1%, including 2.7% in a single day. That’s big. The big winners for the week were gold and U.S. Treasuries, the classic safe havens. https://hubs.ly/H0kcc_R0

04.01.2022 According to PwC, total entertainment and media revenue is expected to rise at a 4.3% CAGR to 2023. Podcasts and esports are expected to have strong revenue growth of 28.5% and 18.3% CAGR respectively. Meanwhile the traditional TV and home video segment is expected to have negative growth expectations for the first time. https://hubs.ly/H0j7ZSz0

03.01.2022 Five day returns don’t get much better than this! U.S. stock indexes gained ground for a sixth consecutive session. Most global equity markets also participated. Investors also seem to be growing more confident that the Federal Reserve will cut interest rates this year particularly given the weak employment report last Friday. https://hubs.ly/H0jfM0B0