inflation

Morgan Stanley has just released its mid-year global update. This is an opportunity for our global team of more than 750 analysts, strategists and economists in 21...

In this note, I want to dig a little more into the topic of inflation, which I first mentioned in my comments of August last year. Raising the subject of inflation, in...

Markets and commentators alike are fixated on inflation, as signs suggest it is coming and will be anything but transitory. Meanwhile, most central banks –...

The investment outlook is about to get murky as we wade into a challenging period for markets. Turbulence from economic activity should start to pick up as the...

Our team were chatting recently about the amount of change in markets and economies over the last 12 months or so, and some of the weight of numbers that keep building...

For years now, central banks have been targeting 2% inflation as a goal, so far unsuccessfully. But at least (as far as the US is concerned) that could be about to...

As world economies start to bounce back after their COVID-19 lockdowns, inflation is back on the agenda. US Federal Reserve Chairman, Jerome Powell, thinks the current...

Thus far April’s US economic data has had a consistent theme despite the nation’s rapid progress on the vaccination front and the bounty of monetary stimulus that has...

In the AFR on Friday I wrote that the wonkish deputy governor of the Reserve Bank of Australia, Guy Debelle, delivered some profoundly important home truths in a...

We have deep dived into fixed income markets, searching for value before the ruck forms. Despite an awfully weak inflation print, we have little faith in the long...

What challenges plague the mind of a CIO? SPACs and cryptos? An equity markets hangover? Or perhaps something more sinister and complex? We sat down with the chief...

By now most investors are tiring of their inboxes being filled by sell-side economists and strategists talking about reflation, how much more optimistic they are...

Much of the market’s interest in the Federal Reserve’s (Fed) review of its monetary policy has focused on its embrace of average inflation targeting. While the...

Australian prices rose 1.1% year-on-year for the March quarter of 2021, with the official CPI rising 0.6% over the three months to March. The number came in much lower...

To say that government debt levels are high is nothing new. Even before COVID hit, despite years of austerity, debt levels were already extremely elevated. But after...

The local market started slightly positive before market-level global buying popped it up on another low turnover day. We are on the sixth consecutive week without a...

In the AFR I write that the most daunting challenge Australia’s central bank boss, governor Philip Lowe, faces is surmounting the formidable slopes of what is...

Since the pandemic shock of early last year, investors have more recently focused on the after-effects. Record government stimulus, monetary policy easing and the...

It’s that time in the cycle again. US bond markets and commentors are worried about inflation. But with US unemployment at 6.2%, should this be a concern? ...

Markets have bounced back strongly from COVID-induced lows which, combined with the significant deployment of cash into attractively priced shares, have produced...