inflation

Rates markets are worried about risks to inflation, although central banks will ultimately balance both inflation and unemployment.

Higher inflation and lower growth lie ahead; the question is, what will the magnitude be?

A sustained energy price shock would run the risk of high inflation and recession.

A messy start, stretched valuations and rising risks. The nine charts that will shape markets this year.

Australia’s inflation rebound looks partly temporary, but strong demand and elevated government spending are testing the economy’s limits.

The Fed will probably keep interest rates unchanged next week after cutting the funds rate by 25bp to 3½–3¾% last month in a split decision.

The passive investing diehard assembled an unorthodox set of ETFs to beat inflation. It worked - the strategy returned 50% in 2025.

Market Cycle Global markets grind higher into the end of the year in low turnover. The moves were supported by strong passive inflows that helped offset mixed US...

Both the RBA and US Fed are making big rate decisions this week. The narratives may be different but the story is the same.

High inflation in Q3 has seen the RBA worry that it has the wrong take on spare capacity in the economy, ruling out further rate cuts.