inflation

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.

Wilson Asset Management's Matt Haupt says the RBA's decision had been in the post. He's more interested in the global growth story.

A more insular US economy is affecting world trade, but there is no sign yet that it is mildly disinflationary for the rest of the world.

Market crashes are easy to call in hindsight and post-hoc rationalisations will always find a catalyst.

RBA’s dovish stance faces scrutiny as growth holds firm, inflation risks linger, and bond markets price in aggressive rate cuts.

ASX takeovers soar in 2025: Building materials sector, hit by post-COVID pressures, sees small-caps bought by strategic investors.

Higher US bond yields reflect a higher expected future real short rate, the return of a real term premium & higher expected inflation.

An oft-repeated mantra from the Trump regime is that tariffs in Trump’s first term barely affected inflation. Which is true.