inflation

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.

How gold’s glitter can blind investors.

Still-high underlying inflation has picked up and is running above the RBA's forecast profile.

A super El Niño brings more than extreme weather. For investors, the real risk lies in renewed inflation and market disruption.