Federal Reserve

Livewire's most widely-read contributor sits down for a conversation you cannot miss.

Central banks are notoriously "behind the curve". But a former deputy governor, Stefan Gerlach, tells us why he holds even graver concerns.

Greg Canavan explains how liquidity flows are driving equity markets higher to start the year, and why they may not last

The US Fed spooked markets with hawkish rhetoric. In this wire, I show why the Fed will have to pause soon, and why that bodes well for diversified portfolios in 2023.

Plus, the third kind of inflation that you've never heard of! And today's top read is all about the money found in the new economy.

The US Federal Reserve hiked by another 0.75% at its November meeting. There has been a remarkable amount of tightening in a short period of time. Equities and rates...

US core inflation and wage growth have both peaked, but remain high, with the split of inflation showing persistent, broad-based demand-driven gains in consumer...

Over the past 25 years, global investors have become conditioned to the notion that central banks will bail out global asset markets amid the first sign of stress....

The RBA surprised markets by hiking 0.25% in October. The Bank remains hawkish. More rate hikes are set to follow over the rest of 2022. But the RBA’s move to slower...

There is a saying in markets: Don’t fight the Fed. It is a good adage. But sometimes the market gets the Fed's message wrong. The reaction to the Fed’s latest 0.75%...

Central to the perpetuation of stock market cycles are emotions: excitement, hope, avarice, perhaps some envy. These are ever-present in our makeup, so they alone...

Welcome to a historic edition of Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our...

Rain, hail or shine, investors must make investment decisions for the betterment of their holdings. But when a record bull market looks set to falter, hitting...

The S&P 500, NASDAQ and even Bitcoin started to recover some of their losses last week, that is, before yet another nuclear threat. But Russia is the least of...

In the AFR I write that you should buckle-up and prepare for a wild ride in 2022. Investors will have to resolve the cognitive dissonance of buying equities at record...

Central banks have started to take back last year's rate cuts as their economies have recovered from last year's recession, lifting policy interest rates after...

In the AFR I write that financial markets are riddled with seemingly intractable inconsistencies right now. Arguably the best barometer of the global price of money,...

Short dated bonds have aggressively repriced as inflation expectations rise and fears creep in that central bankers maybe heading towards a policy mistake as longer...

Much of the market’s interest in the Federal Reserve’s (Fed) review of its monetary policy has focused on its embrace of average inflation targeting. While the...

November delivered a lot of reasons to be optimistic for the future ahead, with multiple vaccines announced, a settled US election and a democratic-republican spit...