inflation

Over the past two and a half years, global inflation markets have gone from shot to prominence for investors, as global lockdowns switched to global re-openings fueled...

May 2022 Since the start of the year, global financial markets have been in a tailspin. The year began with global markets rotating aggressively from growth to...

In the AFR I write that in an age of record household debt, the Reserve Bank of Australia’s monetary policy transmission mechanism is a beast to behold. When the RBA...

This week, billionaire investor Bill Ackman sent out a tweet that got quite a lot of attention. I’m reproducing part of it here because Bill is wrong, and I want to...

If 'pandemic' and 'vaccine' were Merriam Webster's 2020 and 2021 words of the year respectively, then I'd put good money on 2022's being 'inflation'. It has been a...

Everyone knows that the four most dangerous words in investment are ‘it’s different this time’. Sometimes, it is. More often, things end up much the same. The...

It's clear that rising rates haven't been great for local and global share markets. High P/E names, those that have led the world's major bourses over the past few...

When Frederick Hayek accepted his Nobel Prize for Economics back in 1974 he noted that at the time, “Economists were being called upon to say how to extricate the free...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpick from around the web and post on Twitter. The purpose of this post is to add extra colour and...

A few weeks ago, I wrote about ‘peak inflation’ and why bonds are the ‘most contrarian bet to make right now’. In this wire, I want to explain why that’s...