global economics

Two of Australia's leading investment minds explain where inflation, AI and policy are taking markets, and how portfolios should adapt.

BMO's Fred Demers says investors are underestimating policy support, overestimating recession risk, and expecting too many rate cuts.

Longview Economics' Harry Colvin lays out the Goldilocks scenario for US and global markets in 2026

US inflation is rising, and pressure is on to cut rates. It looks like we are moving back to a world of financial repression in the US.

Markets can’t do their work when policy decisions critical to the global economy, and therefore the pricing of risk, are made on the fly.

Plus, why Trump's second era of tariffs may not have as consequential an impact as markets fear.

The first Federal Reserve rate cut in four years has come and gone. But what happens now?

We canvas the views of leading commentators to answer an important question that is hanging over markets.

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

Weekly Update | 15th March, 2024