inflation

Amidst talk of higher inflation and recession reverberating around the globe, both equity and bond markets have experienced high volatility over the first half of...

Jerome Powell chairs the Board of Governors of the U.S. Federal Reserve. His speech at the Fed’s Jackson Hole Symposium disappointed and even shocked many people. It’s...

Riding the wave There is a lot of noise in the market now, with inflation numbers coming in at around 6% in Australia and closer to 8% in the USA. Although interest...

I read an article recently, in which a journalist was reporting on a piece of simple financial advice from American billionaire Mark Cuban. When asked what one should...

With many economic indicators pointing to a slowdown most investors have been keenly watching emerging earning trends for signs of an earnings slow down or...

China’s entry into the World Trade Organisation in 2001 saw an explosion of Chinese imports into the US (see chart). It is estimated that between 2001 and 2006...

It’s time for a new episode of Stocks Neat, the podcast with nothing watered down.In July’s episode of Stocks Neat, at a more important time than ever, Gareth and I...

After the largest bond market sell-off in 30 years, and with risk markets pricing in a higher probability of recession, global fixed interest and credit markets offer...

The last month has seen a rally in global bond markets, after a protracted period of repricing, US 10-year yields down around 32 points to 2.76% as of 9 August. This...

Fears of a sharp slowdown in global growth have continued to intensify over the past couple of months. And after one of the most significant valuation corrections in...