deflation

Saul Eslake

Here are ten things that I think will shape the global and Australian economies in 2018, and that expect I’ll be talking about at conferences and events over the course of the coming year. Show More

I consider the oil price to be the single most import chart to watch today. OPEC oil producers still appear committed to the production agreement but US oil producers are adding to global supplies and keeping downward pressure on prices. The chart is telling me that oil prices looked to... Show More

Mark Burgess the former CEO of Australia’s Future Fund shares his assessment on the recent sell off in risk assets. Specifically he believes markets are flagging the prospect of a deflationary recession – a scenario foreign to many investors. “What happens when you are dealing with deflation and excess supply,... Show More