Macquarie Group
Coverage of Macquarie Group in the Nexus archive.
- Fed Rate Hike in December Is Possible, Macquarie's Wizman Says
According to Thierry Wizman, global FX and rates strategist at Macquarie, a Federal Reserve interest-rate hike in December is possible. He suggests that the Fed may make significant policy changes following the release of the Summary of Economic Projections (SEP) and 'the dots.' Wizman's analysis covers the outlook for the US economy and inflation.
- How ‘The Millionaires’ Factory’ might shift under new CEO
Macquarie, under a new CEO, is increasing its focus on traditional banking. However, the company is also exploring other areas for potential growth.
- ‘Mutiny, if need be’: At the Fed, ‘Warsh can suppress dissent only so much,’ over credibility-testing interest rate decision, Macquarie says
The Federal Reserve faces potential dissent over interest rate decisions, with Macquarie suggesting Fed Governor Christopher Warsh may struggle to suppress disagreements. Meanwhile, Hamas agrees to disarm, and global markets exhibit a 'risk-on' sentiment.
- Abu Dhabi’s ADIC Hires BlackRock Veteran to Lead Real Assets
Abu Dhabi’s ADIC has hired a former BlackRock Inc. and Macquarie Group executive to lead its real assets business, highlighting the emirate’s capability to attract global investment talent amid regional geopolitical tensions.
- Southern Water Gets £300m Equity as Asterion Joins Macquarie
Southern Water Ltd. is receiving £300 million in equity as Asterion joins Macquarie. The UK government plans to impose new rules on water companies in England and Wales to reduce sewage spills into rivers and seas.
- Yuan May Hit Five Per Dollar on Carry-Trade Exit, Macquarie Says
Macquarie Group predicts the Chinese yuan could reach five per U.S. dollar due to exits from carry-trade strategies. The forecast highlights potential shifts in foreign exchange markets driven by changing investor behavior.
- AI infrastructure investment bubble unlikely to burst by 2027: Macquarie
Viktor Shvets from Macquarie Group predicts that the AI infrastructure investment bubble is unlikely to burst by 2026 or 2027, despite excessive spending on AI-related commodities and computing capacity. The bubble is expected to persist as various AI-related technologies including automation, quantum computing, and biotech continue to develop.
- Why June Is the Oil Market’s Point of No Return
A U.S.-Iran conflict has effectively closed the Strait of Hormuz, disrupting 20% of global seaborne oil trade and creating the largest supply disruption in oil market history. With global inventories draining at record rates and usable reserves depleting rapidly, JP Morgan projects operational stress by early June and potential prices reaching $200+ per barrel. The market faces an unprecedented crisis requiring demand destruction of approximately 11 million barrels per day to match remaining supply.