inflation

Latest news and analysis on inflation

Macro

US & EA wages growth shows a sharp improvement, with AUS & NZ lagging

Advertised wages growth is at/near pre-COVID levels in the US & EA, while still-high growth in AUS & NZ should improve this year.
Kieran Davies
Coolabah Capital
Macro

Riding the wave: Global markets eye growth as inflation eases, bonds offer resilience

Inflation is coming down, but the phrase “the final mile of disinflation is hard” is a well uttered one.
Chris Iggo
AXA Investment Managers
Macro

Rents pose a risk to US inflation

Measures of new rents are giving conflicting signals on the outlook for housing costs, which are a key driver of inflation.
Kieran Davies
Coolabah Capital
Macro

Higher core inflation should challenge ECB signalling of a June rate cut

Euro area core inflation has picked up recently in trend terms on stronger services inflation.
Kieran Davies
Coolabah Capital
Macro

Progress in reducing NZ underlying inflation stalled in Q1, likely frustrating the RBNZ

NZ inflation showed a continued striking contrast between weak goods prices and persistent services inflation.
Kieran Davies
Coolabah Capital
Macro

US inflation data torpedoes June cut hopes. What’s the path of US interest rates now?

Yesterday's US CPI data was worse than expected, so what's the timing of the US interest rate cuts now? (Hint: far fewer and much later!)
Carl Capolingua
Livewire Markets
Investment Theme

Will the copper rally hold?

Dr Copper is the one Chief Economist I actually pay attention to when assessing the global economy. Could $4/lb now be too cheap for China?
BHP
+1
Kingsley Jones
Jevons Global
Macro

Five takeaways from US soft landings

Whether we will see a soft landing has been the big question facing financial markets.
Janu Chan
Bitesized Economics
Property

Why REITs, why now, why us?

This results season was one of the strongest REITs have delivered since COVID driven by Goodman Group (ASX: GMG) delivering 28% EPS growth on 1H23 and retail REITs’...
GMG
SCG
Amy Pham
Pengana Capital Group
Macro

Is inflation crashing?

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Macro

More evidence of strong wages growth

The AWOTE and AWE measures of wages grew strongly at the end of last year.
Kieran Davies
Coolabah Capital
Macro

Chart of the week - resurgence risk?

What if the opposite of recession and deflation happens...
Callum Thomas
Topdown Charts
Macro

US core inflation picks up in January on stronger services

US core inflation picked up sharply at the start of the year.
Kieran Davies
Coolabah Capital
Macro

Subsidies exaggerate the improvement in underlying inflation

Government subsidies appear to overstate the improvement in underlying inflation heading into Q1.
Kieran Davies
Coolabah Capital
Macro

Earnings season forecasts are diverging at a historic pace

For our first pack of new charts in 2024, we take a deep dive into historic trends.
Macrobond Financial
Macrobond Financial
Macro

Flat consumer spending & strong unit labour costs

Spending was held down by direct government cost-of-living subsidies in Q3, while unit labour costs continue to grow strongly.
Kieran Davies
Coolabah Capital
Equities

Where will most returns likely come from going forward?

Income is always a component of total return, whereas capital growth is not.
Chad Padowitz
Talaria Asset Management
Macro

Indebted companies and the rate-pause consensus

This week’s edition begins with an assessment of global futures markets, indicating that the “rate pause” is assumed around the world.
Macrobond Financial
Macrobond Financial
Macro

When will bad news be bad news?

Recently good news has been bad news. Why is this, and are we about to enter into a new cycle where good news becomes good news again?
John Bilsel
Innova Asset Management
Macro

Modeling how German inflation might be easing with Indicio

Our economist examined price pressures in Europe’s economic engine.
Macrobond Financial
Macrobond Financial
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