inflation

What is the Inflation Reduction Act? On 16 August 2022, President Biden signed the Inflation Reduction Act (IRA) into law having passed through Congress based on the...

The latest in Europe’s long list of issues Eurozone inflation is continuing to soar to record highs, with Eurostat (the EU’s statistics body) recently announcing...

A confusing macroeconomic backdrop It’s been a volatile year. High inflation, along with actual and expected high interest rates, have roiled markets across...

In light of the United States’ (US’) August Consumer Price Index (CPI) report, I provide this latest report as an update to some of the key points that I previously...

One of the major benefits of analysing commodity markets is that we can look at the current price, inventory levels, and future prices, to better understand how...

The BBC’s trilogy ‘Big Oil vs The World’ is a depressing playlist of missed opportunities for climate action since the 1970s. Its episodes entitled ‘Denial’, ‘Doubt’...

Pricing Pressures Peaked (Piqued?): The global PMI pricing pressure indicator peaked earlier this year, and if past correlations hold we should expect further...

With the US’ M2 growth decelerating sharply, as opposed to inflation, a significant recession should now be the major concern Alongside the US delivering its second...

“There’s a tendency for markets to focus on the present and extrapolate it forever”, said Olivier Blanchard, a well-respected economist formally of the IMF. We could...

In this month’s CIO monthly, we take a look at the outlook for Australia’s residential sector. Housing momentum has turned quickly in the wake of the first interest...