inflation

Our economist constructs an Indicio model which shows sticky price increases in the short term.

Market returns have been dominated by the tech sector, and Atrium's Brendan Paul believes this concentration risk is an opportunity.

Climate patterns may have more meaning for inflation and investing than you initially expect.

Our economist anticipates a week of decisions in the US, UK and Japan.

Will the mantra of ‘higher for longer’ interest rates be superseded by ‘lower and sooner'?

Inflation. It has been one of the dominant themes influencing financial markets over the past few years. It rose to multi-decade highs in most advanced economies and...

The neutral rate of interest appears to be rising as households spend more and save less, while business investment levels rise. This will impact borrowing costs,...

From Asia-Pacific to Latin America, the global inflation picture is diverging.

Bond yields and earnings yields have converged for the first time since the global financial crisis. Why? Implications for asset allocation.

This week Central Bankers head to Jackson Hole to discuss structural shifts, long-term bond yields are going to be a key topic of interest..