Federal Reserve

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.