inflation

This week, billionaire investor Bill Ackman sent out a tweet that got quite a lot of attention. I’m reproducing part of it here because Bill is wrong, and I want to...

If 'pandemic' and 'vaccine' were Merriam Webster's 2020 and 2021 words of the year respectively, then I'd put good money on 2022's being 'inflation'. It has been a...

Everyone knows that the four most dangerous words in investment are ‘it’s different this time’. Sometimes, it is. More often, things end up much the same. The...

It's clear that rising rates haven't been great for local and global share markets. High P/E names, those that have led the world's major bourses over the past few...

When Frederick Hayek accepted his Nobel Prize for Economics back in 1974 he noted that at the time, “Economists were being called upon to say how to extricate the free...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpick from around the web and post on Twitter. The purpose of this post is to add extra colour and...

A few weeks ago, I wrote about ‘peak inflation’ and why bonds are the ‘most contrarian bet to make right now’. In this wire, I want to explain why that’s...

It’s hard to escape commentary on the eruption of inflation. Voters are telling pollsters that ‘cost of living pressures’ are front-of-mind in the context of the...

When America sneezes, the world catches a cold - or maybe even, this time, a plague. The US hands down its April inflation numbers tonight and the whole world will...

The Platypus team has always liked the health sector because it provides earnings certainty and offers defensive and quality characteristics that appeal to investors...

Global inflationary pressures and interest rates have lifted notably so far this year thanks to strong demand and supply bottlenecks. Inflation appears likely to...

For the first time since November 2010, the cash rate target has been lifted in Australia and for the first time since the reign of Glenn Stevens, the monetary...

With the RBA about to start raising rates for the first time since 2010, it will be trying to manage a challenging economic mix of very low unemployment and high...

It's finally happened. For the first time since the Global Financial Crisis, we have a year-on-year inflation print in Australia of over five percent.  Yes - you...

Moving lower down the capital structure of higher rated corporate issuers can be a smart way to add higher returns to well diversified portfolios. In this article we...

Treasury Yields and the Long-Term Rate of Inflation: A lot of people have gotten excited about the surge in annual inflation rates, but in my view it’s arguably...

In August last year, we highlighted that real estate (listed and direct) tends to outperform equities during periods of high inflation. We have previously cited the...

The data is showing it, central bankers are focusing on it and the community are feeling it at the fuel pump, the food aisle and through friendly conversations at...

Analysts are now revising the probability of a recession in the US. Last week, Goldman Sachs' Jan Hatzius upped the stakes - saying there is a 35% chance of a...

Global Markets Higher bond yields and oil prices caused global equities to remain on the defensive last week, with further hawkish talk from the Federal Reserve,...