Signal or Noise

Knowing how to tune out the noise and focus on the signals can help you gain an edge in markets. Signal or Noise is Livewire’s video series dedicated to getting you that edge. Presented by Livewire’s Hans Lee and featuring Australia’s best macro minds.

Signal or Noise is a business podcast hosted by Livewire Markets, with 25 episodes on record and a Required Pod Score of 80.

Livewire Markets hosts Signal or Noise, a business show with 25 episodes published.

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  Episode #14

  Will 2025 be a goldilocks year for investors?

  Dec 8, 202428 minS3

  <p>The full-time whistle (or horn, if you're a hockey fan like me) is about to be blown on a market year that confounded all the consensus expectations. Luckily, it was for all the best reasons.</p> <p>As the below table shows, the S&P 500 has climbed 27% and has recorded 57 all-time highs this year (as of time of writing.) Corporate bonds have held up despite weaker earnings while gold has reset its own all-time high repeatedly thanks to immense central bank buying. Even Bitcoin has just cracked US$100,000 per unit. </p> <p >So, will 2024 go down as the last i...

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  Episode #12

  The Australian city where house prices could surge all the way to 2032

  Nov 5, 202425 minS3

  <p>Interest rates have not been cut this year in Australia, much to the chagrin of many investors. Yet despite this, the housing market has continued to remain remarkably strong. </p> <p>While central banks still impact the performance of the housing market, it's clear that the bigger factors this cycle have been immigration, labour shortages, and the increased cost burden on builders to finish these projects. All this is to say increased demand, decreased supply, and no lasting solutions in sight unless the federal government specifically pulls at least one of these levers.</p> <p >The other thing that h...

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  Episode #11

  Could the RBA not cut interest rates at all?

  Oct 27, 202419 minS3

  <p>The prospect of the first interest rate cut for this cycle from the Reserve Bank of Australia continues to be pushed back. And while Moody's may argue that "hope is on the horizon", there is no denying that an ultra-tight labour market, in addition to an elongated disinflation process, has made the RBA's task a lot trickier.</p> <p>This challenge was made all the more apparent last week when the September jobs report was released. The report revealed that the Australian economy added more than 64,000 jobs. Economists had forecast a gain of just 25,000 jobs. The unemployment rate also s...

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  Episode #10

  The one data point investors must not ignore right now

  Sep 29, 202421 minS3

  <p>For the first time in four years, the world's most consequential central bank, the US Federal Reserve, has cut interest rates. Unusually for the Fed, the cut was double the regular size of an interest rate move. As a result, different asset classes had different reactions. </p> <p >For equities, which are priced for a soft landing/Goldilocks scenario, the move was met with cheers. The S&P 500 has since clocked its 41st and 42nd record highs in quick succession. Meanwhile, bond markets were left disappointed as the Fed signalled there will likely only be another two regular (25bps) s...

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  Episode #9

  The 4 investments to buy in the next pullback

  Sep 1, 202420 minS3

  <p>The overwhelming consensus we are hearing from the professional investing community is that the volatility spike on August 5th was not so much a scare, but a gift for patient investors. </p> <p>Sure, it was the worst day for the ASX 200 in four years and the worst for the Nikkei 225 since 1987. But, to quote from an interview we just completed with Lazard Chief Market Strategist Ronald Temple, it was a "healthy moment" and "a great opportunity to add capital."</p> <p>But just because there has not been more downside to this story hitherto does not mean there aren...

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