Federal Reserve

Central banks are starting to splinter, and that has big implications for whatever asset class you are in.

The Coolabah Capital CIO surveyed the global macro environment and revisited some of his biggest calls in this Rules of Investing interview.

Higher core inflation will disappoint the Fed and shake optimism about risk assets.

The path of inflation returning to the Fed's 2% target remains "bumpy".

The FOMC expects to cut rates at a faster pace than implied by a policy rule relying on its own economic forecasts.

Stock markets are hitting all-time highs. And why not? Interest rates don’t look to be going any higher and there is no recession on the cards, least of all in the US....

This chart pack showcases some of our customers’ own creations.

Listening to a different Taylor may deliver more Karma to your portfolio this year.

Global CIO Andrew McCaffery also tells me that their predictions for a soft landing have more than doubled in just the last three months.

US core inflation picked up sharply at the start of the year.

CCI used policy rules to judge the risks around market pricing of rates in the US, euro area and Australia.

This edition of Charts of the Week considers our position at the likely peak of the rate cycle.

The latest episode of our Complexity Premia podcast is live and addresses the outlook for 2024

What will "peak rates" mean for investors in Australia - and when can we expect rate cuts?

For our first pack of new charts in 2024, we take a deep dive into historic trends.

Fed officials expect to see three rate cuts in 2024 and that's pushed major US benchmarks towards all-time highs.

The Fed seems likely to hold rates steady at its final policy meeting this year.

Budget positions across the US, euro area and Australia are widely dispersed despite unemployment still near its lowest level in decades.

General strength in residential real estate prices contrasts with pronounced weakness in commercial property prices.

This week’s charts begin with GARP – “Growth at a reasonable price”