inflation

For our first pack of new charts in 2024, we take a deep dive into historic trends.

Spending was held down by direct government cost-of-living subsidies in Q3, while unit labour costs continue to grow strongly.

Income is always a component of total return, whereas capital growth is not.

This week’s edition begins with an assessment of global futures markets, indicating that the “rate pause” is assumed around the world.

Recently good news has been bad news. Why is this, and are we about to enter into a new cycle where good news becomes good news again?

Our economist examined price pressures in Europe’s economic engine.

Some analyses suggest that stagflation or economic contraction is imminent.

In this Expert Insights, Man GLG's Andrew Swan outlines why he believes South Asia is the best opportunity in global universe today.

As J.P Morgan noted: "Gold is money. Everything else is credit." Here we discuss the case for gold and silver investing in todays market.

This week’s charts begin with a barometer measuring bullish and bearish US stock investors.

Interest rate hikes have not stopped consumers spending as abruptly as many had expected, due to full employment and rising real wages. Global investors might consider...

The Fed seems likely to hold rates steady at its final policy meeting this year.

Market measures of expected inflation have picked up, which is unusual this late in the cycle.

This week’s charts begin with a historic look at US bond returns

Our economist examines Europe’s slowing but persistent inflationary pressures.

In this wire, I take you through everything you need to know about today's CPI data.

This week’s charts include three inflation visualisations that span the globe.

The coming decade looks different to the last and with that means a change in the usual methods of diversification according to Atrium.

This week’s charts begin with a dashboard that helps us dissect Germany’s stagnant exports.

With the latest PCE inflation data showing deepening disinflation amidst falling lending growth & M2, data doesn't support another rate hike