Macrovue

Macrovue is Australia’s most innovative online #brokerage providing global #thematicinvesting opportunities & access to #globalmarkets at the click of a button.

[Macrovue @macrovue]

It was quite a week last week as traders reacted to trade news, the yield curve inversion, tariff relief, recession fears and central bank easing.

https://t.co/pFYIezxcDR

[Macrovue @macrovue]

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://t.co/Zgkp1ihmbK

[Macrovue @macrovue]

Despite a tough week for global markets, the ”big four” economic indicators show a healthy U.S. economy. In addition, the dividend yield on the S&P 500 is now above the 10 yr treasury yield. Historically this can be very positive for equity demand.

https://t.co/VPvUnphh41

[Macrovue @macrovue]

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.

https://t.co/pkobdJPTzz

[Macrovue @macrovue]

Fifty-six S&P 500 companies are expected to report earnings this week. But how important are earnings results?

Very! They are the main determinant of share price performance over the medium term.

So what should investors be paying attention to?

https://t.co/uasdCgTtXO

[Macrovue @macrovue]

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://t.co/X1CyHjxhTr

[Macrovue @macrovue]

Clay Carter and the Macrovue investment committee look at three companies dominating the industries in which they operate.

https://t.co/HY2TYY5oq2

[Macrovue @macrovue]

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.

https://t.co/yXHtzMzRzf

[Macrovue @macrovue]

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://t.co/9mEdTWUwfp

[Macrovue @macrovue]

We look at three companies disrupting the communications, payments and biotech sectors through the development and usage of leading-edge technologies.

https://t.co/crG5o385XB

[Macrovue @macrovue]

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.

https://t.co/p8hL2ZPqJs

[Macrovue @macrovue]

Investors 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://t.co/lZKCGvjSDN

[Macrovue @macrovue]

Macrovue’s investment committee looks at six global companies poised to benefit from the growth of the Artificial Intelligence sector.

https://t.co/8tmpKpTrJr

[Macrovue @macrovue]

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.

https://t.co/rtVM5zI469

[Macrovue @macrovue]

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://t.co/fOUgejfvHQ

[Macrovue @macrovue]

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://t.co/mDmNJ6jCvy

[Macrovue @macrovue]

It was a roller coaster for investors last week. The major US indexes closed with deep losses on Monday before proceeding to recover during the week. If not for a late sell off on Friday afternoon they would have finished the week only marginally lower. https://t.co/gUekCyuyDs

[Macrovue @macrovue]

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.

https://t.co/9YOsmDUQeJ

[Macrovue @macrovue]

Macrovue’s investment committee looks at four companies poised to benefit from an ageing population.

https://t.co/WSE4oqBinQ

[Macrovue @macrovue]

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://t.co/a3KQTkfwkx