inflation

This year has started with quite the kick to investors’ solar plexus. Bond yields have jumped, and equity markets have dropped. Not a good beginning to 2022 for either...

Gold got off to a strong start this year, rallying by 5%, putting it close to all-time highs. While much of the world’s focus is (rightly) on Ukraine, history suggests...

Over the last few years, falling interest rates have driven absolute market valuations to all-time highs – by many metrics. Given these high starting valuations,...

We believe there is a material risk that elevated inflation will persist and force the Fed to implement more aggressive monetary tightening than many expect. This...

The world is getting a lot more expensive. In the US, prices rose 7% in the year to December - the largest 12-month gain since June 1982. Here in Australia, that...

In Livewire's recent reader survey, investors told us that inflation was their number one concern for markets in 2022. After all, ABS research shows that easing...

After a strong rally in 2019 and 2020, gold traded sideways last year. Stock markets surged higher, and investors priced in higher US interest rates, blunting gold’s...

Twenty-seven years ago the US Federal Reserve started lifting interest rates and instantly changed market sentiment and the direction of equity indices. The shift was...

Chinese inflation indexes were weak again yesterday. Consumer price inflation has been weak for more than a year now. Yesterday merely confirmed December’s downtrend....

The PE expansion surge that has been driving equities is over, says Epoch's John Tobin. In this wire, Livewire's Ally Selby outlines some of the key points from...