Consumer Price Index

Investors are assuming the “Great Moderation” remains intact. But the tectonic plates are shifting – and bode ill for long-term returns.

Everybody knows that consumer prices in Australia, Britain, the U.S. and other countries have risen rapidly over the past year, and most investors know that they’re...

There is little doubt that Elvis is in the building, in this case Elvis being elevated data points of price inflation. Central banks are adamant that these data points...