inflation

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.

The Michigan survey showed consumer unemployment expectations at recession-like levels with a tariff-driven spike in inflation expectations.

Gold has held value for centuries. This article explores why, how it reacts to money printing, and whether now is the time to invest.

Global equities have just delivered a second year of stellar gains, but a range of investment risks may bring more volatile share markets in 2025. However, there are...