inflation

I take a closer look at history to assess whether using inflation to bring about a 'soft default' is a viable policy option for the USA.

The ECB is waiting for more information before likely resuming raising rates in December.

The RBA remains on track to raise rates again next week and a reassessment of its key assumptions could open the door to further hikes.

Core inflation slowed in August, reducing the odds of an expected RBA rate rise in November.

The RBA resumed raising interest rates, retaining a tightening bias that was watered down in the press conference.

The investment bank has introduced explicit inflation hedges as part of a major portfolio reset designed for an inflationary world.

The BoE should keep rates steady, but some policymakers will likely vote again to raise rates given high inflation and inflation risks.

The latest CPI has given the Fed a green light to raise rates and more rate rises are still likely.

The ECB could raise rates to 3% or more given upside risks to persistent above-target inflation and a higher neutral policy rate.

The income is back, the diversification benefit isn't. Kapstream's Dan Siluk on navigating a structurally higher rates and volatility world.