inflation

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is to add extra color and...

In the AFR on Friday I wrote that blockbuster inflation data overnight has forced markets to converge with our expectation for 6-7 hikes from the US Federal Reserve in...

In an inflationary environment with rising interest rates, our focus has turned to which stocks and sub-sectors are best placed to maintain their pricing power and...

Right now it feels like inflation is everywhere. At the petrol pump, in the supermarket, at the butcher especially. Indeed, inflation prints particularly in the US are...

Over the last decade, lower interest rates have failed spectacularly in moving inflation. This brings into question the same approach for the years ahead, where...

The last time Australia’s official cash rate had a five in front of it, the world was going through the biggest financial crisis since the Great Depression. Within the...

After two years of largely uninterrupted asset price gains, January provided a rude awakening for many investors. And it wasn’t just profitless tech stocks that took a...

I’ve spent the last few days talking to most of the folks I know in the market, collecting opinions, information and discussing what other investors are thinking on...

After a strong 2021 markets have been hit by a significant bout of risk aversion in January. Concern around the path of global inflation and interest rates has been...

Despite COVID's continued grip on our lives and, of course, mounting fears of inflation, Munro Partners, Tribeca Investment Partners and Redpoint Investment Management...