inflation

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...

The macro-environment ahead is largely good news for investors, says Charlie Jamieson, CIO of Jamieson Coote Bonds. “The prospect of rising inflation is opening a...

After one of the longest periods of underperformance in history, governments and central banks' response to the COVID-19 crisis may well have ushered in a new era for...

The local market had a choppy negative day on low turnover. We just started a new week on low turnover, like the last three weeks in the holiday season. Healthcare and...

After a decision to keep rates lower for longer, many market commentators fear that the RBA's ever expanding balance sheet is putting the economy on track for...

Our baseline view is for a strong recovery across the world and inflation that – in spite of all the reflationary talk – is likely to remain below central bank targets...

Jock! Start the Engine! The longer the rout in global bond markets continues, the more difficult it will become for central banks to control. We continue to...

Rising inflation means retirees may need to accumulate more assets at retirement than they are expecting, and zero interest rates are exacerbating the problem....

Falling bond rates have helped propel the prices of long-duration assets – like shares, housing and gold – as well as speculative "assets" like cryptocurrency. But, if...

US political strategist James Carville once remarked, “I used to think that if there was reincarnation, I wanted to come back as the president or the pope or as a .400...

Well, that's a wrap on reporting season, and what a boomer of a season it was. Data provided by FNArena shows that February 2021 had the lowest percentage of companies...

Is it just me or are people forgetting the playbook? The conversations that I hear in lifts, on the street, in coffee shops...is scary. People are forgetting the...

This reporting season was one of the most positive we’ve seen in years, with Australian companies across many sectors delivering strong growth, despite the challenges...

The prevailing narrative in markets recently has been that rising interest rates would not be an issue for investors, given growth is accelerating and a pick-up in...

Hamish Douglass remains largely optimistic about the vaccine-led recovery for financial markets around the world, but he’s not betting the house on it. The Magellan...

Bitcoin is up. Housing prices are up. Hard commodities are up. And the central banks are on a printing spree. So, is this enough to get investors thinking about...

While rising inflation expectations were a minor feature in January, in February markets reflected higher inflation expectations and we expect this to continue in...