inflation

While many wait and hope for a Fed pause or pivot - hanging on every piece of text and utterance from the Fed, the real focus should be on inflation expectations....

This wire will provide readers with an "Update in charts" of some of the key components we are monitoring for an easing of inflation.  Although brief, this wire...

Central to the perpetuation of stock market cycles are emotions: excitement, hope, avarice, perhaps some envy. These are ever-present in our makeup, so they alone...

As global markets brace for ongoing uncertainty caused by higher inflation and rising interest rates, bonds offer investors certainty through regular coupon payments...

We investors are constantly searching for the next CSL. After all, if you invested in this growth darling a decade ago, your cash would have increased by almost 616%....

It’s been a tough six months; not only for listed real estate, but for most risk assets as well. Even the natural portfolio risk dampener, sovereign bonds, has...

Consumers around the world are under pressure from rising inflation which erodes the value of real wages and savings. But these effects are not felt equally. Due...

We have discussed for some time now the 40-year deflationary rate cycle that began in 1981 after the US 10yr bond yield peaked at almost 16% and troughed in the depths...

The sharp rise in long bond yields from 1.5% at the beginning of the year to 3.6% in June continued to create headwinds for long-duration assets such as REITs. The...

As stocks have wobbled, investors have bemoaned having no place to hide – not even in gold. June alone saw the market fall a whopping 8.97%. However, short positions...