economy

The public sector has accounted for all the growth in GDP over the past year and made the largest contribution to strong jobs growth.

Households continue to follow the US experience, drawing on the excess savings built up during the pandemic.

US inflation came in low. Services are still running hot, but that is mostly driven by housing costs. It would seem that the housing costs in CPI are probably...

The Reserve Bank chose to keep its cash rate on hold at their August meeting, but market pricing suggests they’re about to cut, and cut big…

Set your clocks, grab a coffee, and keep an eye on the next market mover

What if the opposite of recession and deflation happens...

The key takeaways from earnings transcripts and C-suite letters from JPMorgan, Citi, Goldman Sachs, Bank of America and more.

Giselle Roux provides her unconstrained view of the economy, markets, and where investors will find the best returns over the next decade.

Oh inflation. For so long, you lay dormant, so much so that policymakers were complaining that there wasn’t enough of it. Last month has seen renewed concerns with...

“Luxury goods are the only area in which it is possible to make luxury margins.”– Bernard Arnault, Founder, Chairman, CEO, LVMH High-end shoppers are ignoring the...