inflation

The Fed is clearly well out in front in reducing monetary policy stimulus. Its stance was demonstrated again in June as the FOMC (Federal Open Market Committee)...

Tim Toohey, former Chief Economist at Goldman Sachs, was the #1 rated economist on the Greenwich survey for 13 years. Earlier this year he teamed up Brett Gillespie...

US ten-year bond yields have fallen approximately 25bp since March and are at around 2.1%. Australian government bond yields have likewise fallen by around 60bp to...

Late last year growth and inflation were jointly on the rebound, in global a synchronized upturn. But lately the inflation aspect appears to be quickly deflating. ...

There is a strong correlation between banks and bond yields, as the chart below shows. Extreme interest rate policies in Europe and Japan have led to remarkably low...

We often read that Abenomics continues to divide people as to whether it is working, and if this policy platform advocated strongly by Prime Minister Abe since his...

The market is expecting US growth to rebound from its temporary hiatus in the March quarter, and for China's growth to slow only modestly this year. If both of those...

How are Australia’s states and territories performing? Each quarter CommSec attempts to find out by analysing eight key indicators: economic growth; retail spending;...

As fixed income investors concerned with protecting the value of client portfolios, two interesting charts for us at present are the outlook for US as well as...

Interest rates and inflation have been on a downward trajectory since the late 80s, a 30 year trend. Paul Moore says 2016 was an inflection point and expects inflation...

It is widely acknowledged that the outlook for economies and markets is unusually uncertain, given the huge political changes that we are witnessing globally. It is...

Livewire reached out to Ardea, asking us three questions: What is the single most important chart we are watching, what is it currently telling us, and what are the...