inflation

Companies face a mix of transitory and structural inflationary pressures, according to Fidelity International’s latest analyst survey. Although most Fidelity analysts...

The ‘value trade’ continues to do well as inflation concerns, whether you think it is transitory or real, point to rate rises and tapering of quantitative easing....

Commodities have faced a protracted period of uncertainty since the global financial crisis. But with multiple structural tailwinds and the risk of inflation making...

A bunch of global companies should get a handy bump from the trade-off between commodity prices and their own price increases, says Ellerston Capital's head of small...

When macro maestro Ray Dalio speaks, investors listen. (True, they don't always agree. But they listen.) Especially when the world can't seem to decide what sort of...

Record low interest rates are doing strange things to markets. They’ve driven 12 consecutive monthly gains in Australian shares as investors buy YAAP (Yield At Any...

(Sydney, September 28, 2021)—At the press conference following the release of the FOMC’s September statement, Federal Reserve Chair Jerome Powell said that if...

The current question amongst market commentators is who’s winning the transitory vs secular inflation debate?The most recent (August 2021) U.S. CPI data disappointed...

In 2014, the former head of the US Federal Reserve, Ben Bernanke, stated “the problem with quantitative easing (QE) is that it works in practice but it doesn’t work in...

We have a relatively sanguine outlook on inflation, as discussed in “Part 1: Inflation – Tall Tales and True Causes.” Perhaps you don’t share our view. Or perhaps like...