inflation

For investment markets, 2022 has so far been one of the more interesting and fascinating years since the early 1990s. This year, markets have been on a trajectory that...

Investors have long been warned that the current environment poses challenges to the 'new' sustainable economy. And they are starting to see performance lag....

A colleague and I just returned from a busy trip visiting 16 public companies in the US, taking us everywhere from New York City to Winona, Minnesota (population:...

I would have thought the economics field (which was so confident in secular stagnation) would be more vocal about the eventual return to 2% for US 10s, from rates...

Inflation Headwinds Equity Markets Equity investors are acutely watching developments in inflation expectations and for good reason. Figure 1 outlines the reason...

In his 8-minute speech at the recent Jackson Hole symposium, US Federal Reserve Chair, Jerome Powell, fundamentally shifted the market outlook. Powell strongly...

In this episode of Stocks Neat, I am joined by Alex Shevelev, Senior Analyst on the Forager Australian Shares Fund, to discuss the potential decline of consumer...

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...