inflation

“I remember the $0.05 hamburger and a $0.40-per-hour minimum wage, so I’ve seen a tremendous amount of inflation in my lifetime. Did it ruin the investment climate? I...

Was it really only a year ago that the RBA suggested the official cash rate wouldn’t increase until 2024? No wonder Australians have whiplash. We’re far from alone,...

US inflation came in hot overnight. It is worth noting that while there are some positive signs for goods, services inflation is getting worse. See the tables below:...

There are two major themes I’ve been writing about over the past six months: 1. The Fed will crush the US economy with its tight monetary policy, leading to a...

Deja-vu? If we were to rewind back to the years leading up to the global financial crisis (GFC) of 2007/08, some key economic factors stand out. House prices were on...

This is a critical time for investors and policymakers alike. Geopolitical tensions, elevated market volatility, and the fastest pace of central bank tightening in...

With stocks on the rocks, everyone I bump into understandably wants to know if it’s a good time to buy equities – the lure of buying at the bottom is just too great...

The key driver of September’s broad-based and significant weakness was inflation, and the realignment of interest rates to the reality of stubbornly higher...

(dis)Inflation Expectations: Declining inflation expectations will be well received by the Fed and markets with respect to the prospects of a pivot or at least a...

The RBA has increased its cash rate again but slowed the pace to +0.25% which took the cash rate to 2.6%. This was in line with our view and a slowing “at some...