inflation

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...

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...