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

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Robert Swift

Capitalism works because companies are free to enter and leave businesses. Labour is also free to move from one activity to another. Returns on capital, human and physical, are then mean reverting in that more competition and capital enter attractive businesses and vice versa. The modern version involves government regulation... Show More

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Craig James

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

Mathan Somasundaram

Aussie market got hammered on US sentiment and finished slightly higher than the low of the day after a big mid-day bounce to almost flat territory was killed off by weak wages growth data. Volatility was clear to see and the investors were not sure which way to go. Global... Show More

Mathan Somasundaram

Central bank currency wars, political election cycles and a corporate survival mode will continue to put downward pressure on growth rates and interest rates. The RBA has been pushed into an interest rate easing cycle as deflation worries starts to bite. The global growth worries, weak US data and weak... Show More

Tim Hannon

Central banks want prices to rise consistently and with low volatility, normally in a range of 2 to 3% per annum. Prices growing at greater than 3% per annum apparently signal capacity constraints in an economy, so the central bank raises interest rates to crimp consumer spending and investment -... Show More

Mathan Somasundaram

Aussie market flip flopped between China stimulus, NZ deflation worry and falling local consumer sentiment before Chinese market selloff and falling US market futures really took the market down south. The worry about US market was clear to see today as the selling came in hard in the last few... Show More

Saxo Capital Markets Australia

Next week is crunch time for the USDJPY. On Wednesday the US FOMC updates its assessment of monetary policy, and on Thrusday the Bank of Japan (BOJ) releases updated economic forecasts. Either event on its own could cause the USDJPY to break out of its sideways pattern. Max McKegg, managing... Show More