inflation

February’s reporting season was unusual. At a time of year when focus is typically on earnings, these were largely overshadowed by macro-economic events. War and...

Insurance is certainly on the minds of many in Australia’s East right now, with much of the nation still underwater. And while there will be clear winners and losers...

This chart really helps put things into perspective, and in many respects it's perhaps one of the most important macro/market developments this year (decade?) And, uh...

Inflation has received a lot of attention in 2022 and the impacts have been pretty widespread so far. For example, supply shortages have resulted in product mark-ups...

A risk-management approach to unexpectedly high US inflation suggests that a fast return to neutral funds rate – 2½% on the Fed’s calculation or about 2% on market...

The RBA continued to keep rates on hold this month even though Inflation picked up more quickly than they expected. The length of time it took to resolve supply chain...

The market is projecting the Australian cash rate to rise to 1.20% by the end of the year, this implies that the RBA hikes 4.5 times on current numbers. Interestingly,...

This year has started with quite the kick to investors’ solar plexus. Bond yields have jumped, and equity markets have dropped. Not a good beginning to 2022 for either...

Gold got off to a strong start this year, rallying by 5%, putting it close to all-time highs. While much of the world’s focus is (rightly) on Ukraine, history suggests...

Over the last few years, falling interest rates have driven absolute market valuations to all-time highs – by many metrics. Given these high starting valuations,...

We believe there is a material risk that elevated inflation will persist and force the Fed to implement more aggressive monetary tightening than many expect. This...

The world is getting a lot more expensive. In the US, prices rose 7% in the year to December - the largest 12-month gain since June 1982. Here in Australia, that...

In Livewire's recent reader survey, investors told us that inflation was their number one concern for markets in 2022. After all, ABS research shows that easing...

After a strong rally in 2019 and 2020, gold traded sideways last year. Stock markets surged higher, and investors priced in higher US interest rates, blunting gold’s...

Twenty-seven years ago the US Federal Reserve started lifting interest rates and instantly changed market sentiment and the direction of equity indices. The shift was...

Chinese inflation indexes were weak again yesterday. Consumer price inflation has been weak for more than a year now. Yesterday merely confirmed December’s downtrend....

The PE expansion surge that has been driving equities is over, says Epoch's John Tobin. In this wire, Livewire's Ally Selby outlines some of the key points from...

While the pandemic in all its forms will prevail longer than was initially hoped, the effective development and deployment of vaccines and treatments means the world...

Jamieson Coote Bonds expects the Federal Open Market Committee (FOMC) to hike by 50 basis points to begin their hiking cycle at the March FOMC meeting on March 17th...

Livewire's Meg Kerr recently covered Pinnacle Investment Management's Global Equities Forum. In this wire, you'll find out why Antipodes and Spheria believe now is the...