Posts about Macro

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looks at why inflation is becoming an increasingly inevitable part of the outlook — breaking down how rising prices can erode portfolios, where the pressure is likely to hit first, and the practical steps investors ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, explores how the fallout from the conflict with Iran has unexpectedly turned Trump into a catalyst for green energy — examining how his policies, escalation decisions, and market disruptions are fuelling conditions ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines whether Donald Trump can “escape” the Middle East — unpacking the economic fallout from the Iran conflict, from surging oil prices and disrupted supply chains to rising geopolitical risk, and asking whether ...

If you can ignore the plume of smoke rising from the Middle East for a moment, the fundamental backdrop for global equities is actually… great. A weak (ish) consumer and cooling inflation suggest a glide path to lower interest rates (except in Australia). At the same time, earnings are booming. ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, takes a closer look at the so-called TACO trade — and whether the conflict in Iran could set the stage for a surprise turnaround. We explore what’s driving recent market moves, how geopolitics is reshaping sentiment, ...