inflation

We live in an extraordinary time for the global economy. Despite supply chain and workforce issues, a commodities boom and rising energy costs, the US Federal Reserve...

Nineteen months since the end of the COVID-19 recession, Morgan Stanley's Nathan Lim believes we are currently well into the middle of the current economic cycle. In...

Given all the bad press it’s copped recently, it might be surprising to learn that inflation isn’t something all investors must fear. Particularly if you hold equities...

While the initial economic and market disruption from COVID was short last year, Shane Oliver from AMP Capital says there will be longer lasting implications. He...

Taking a very long view on inflation data, we see that equities and bonds both perform better when inflation is falling. But what about today’s world of persistent...

Say what you will about the film, but I thoroughly enjoyed 1998-smash Armageddon. For those who haven't seen it, NASA agents discover a large asteroid is set to hit...

The recent RBA backflip has eroded confidence in the Australian bond market and left fixed-income managers fuming. Just to remind folks, the last week of October gave...

Everyone loves a house party until the punch bowl is taken away and the lights are turned on. In this video, Lucerne Investment Partners' Michael Houghton explains why...

Almost every other week, it seems, another Australian large-cap stock is implicated in M&A activity. In some cases, such companies ultimately disappear from the ASX...

In the 1970s, inflation had a critical effect on pushing rates higher, further entrenching inflationary expectations. According to the RBA, the three-month bank bill...

As interest rates look to be on the way up (far sooner than previously expected), Livewire’s Ally Selby asks Stuart Welsh from Alphinity and Rhett Kessler from Pengana...

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

In the AFR this weekend, I write that financial markets are probably not focussed enough on the fact that Aussie banks unilaterally lifting mortgage rates has huge...

Keep it simple, stay optimistic, take a long-term view and don't get carried away with the noise of daily news flow. That's sage advice from Wilsons' David Cassidy....

The outbreak of COVID-19 had a cataclysmic impact on the global economy, with the governments of first world countries injecting populations with fiscal stimulus and...

We believe there are growing risks to the credit spreads of financials, despite what market sentiment might suggest. This is technical in nature rather than...

Most people consider themselves lucky if they started investing in their 20s or 30s. Many wait until much later in life. But James, a 20-year-old Livewire reader and...

Government subsidies have limited the effect of sharply higher construction costs on inflation, but new home prices will soon bounce back as the subsidies fade,...

People often leave their house or car, look to the sky and ask themselves: "Is it going to rain?" But for us at Talaria it’s fundamentally the wrong question. The...

Earlier this year, pundits claimed inflation would emerge to slay the high investment returns recently enjoyed. On cue, volatility rose. But danger’s partner is...