inflation

Latest news and analysis on inflation

Education

Why is the neutral rate of interest rising and should we care?

The neutral rate of interest appears to be rising as households spend more and save less, while business investment levels rise. This will impact borrowing costs,...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Macro

Heatmapping the world: In search of inflation’s hottest and coldest spots

From Asia-Pacific to Latin America, the global inflation picture is diverging.
Macrobond Financial
Macrobond Financial
Equities

The inflation spike, earnings constraints and shareholders' reward-for-risk

Bond yields and earnings yields have converged for the first time since the global financial crisis. Why? Implications for asset allocation.
Jason Hall
Hamilton12
Fixed Income

Chart of the Week - Higher for Longer?

This week Central Bankers head to Jackson Hole to discuss structural shifts, long-term bond yields are going to be a key topic of interest..
Callum Thomas
Topdown Charts
Macro

Capital cities, British purchasing power and dwindling US savings

This week’s charts begin with a visualisation of how countries dominated by their capital city
Macrobond Financial
Macrobond Financial
Macro

Japan’s inflation revolution

Nominal GDP, wages and corporate revenues are growing at the fastest rate in 30 years.
Macrobond Financial
Macrobond Financial
Macro

Inflation is dead. Enter the next bull market

Inflation rates have dropped dramatically, and we expect them to drop even further. This is good news for long-term investors.
Jai Mirchandani
ELM Responsible Investments
Macro

Early hikers, NFP revisions and aggressive asset allocation

This week’s charts begin with a visualisation of “early hikers”
Macrobond Financial
Macrobond Financial
Macro

Chinese CPI y/y fell -0.3%, US core inflation m/m steady at 0.2%

Weekly Update | 11th August, 2023
Hue Frame
Frame Funds Management
Macro

US inflation preview: CPI is set to reaccelerate as tailwinds fade

Economists expect a re-acceleration in inflation data as beneficial base effects from last year begin to roll off.
Kerry Sun
Livewire Markets
Macro

Eurozone inflation, UK bankruptcies and Japanese yield control

This week’s charts begin with a new visualisation of European inflation
Macrobond Financial
Macrobond Financial
Macro

Commodity correlation, currency effects, Bitcoin rallies and the Fed

This week’s charts begin with a candlestick that shows how the current foreign-exchange volatility
Macrobond Financial
Macrobond Financial
Equities

Valuations vs fundamentals: Are stocks adrift from reality?

Markets are optimistic and looking ahead to rate cuts. But have they looked ahead too far?
Kiryll Prakapenka
Fat Tail Investment Research
Equities

The Magnificent Seven – how they got here and where will they go?

The "Magnificent Seven," has accounted for a staggering 95% of market gains. Let's delve into the why and how and explore what lies ahead.
+2
Sally Fang
Swell Asset Management
Property

Why REITs, why now?

The last financial year was all about the rising cost of capital in response to stubbornly high inflation rates. This led to three themes that dominated the market: ...
Amy Pham
Pengana Capital Group
Macro

Can China export deflation to the rest of the world?

In a world in where much of the world is grappling with inflation, it might seem strange that inflation is virtually non-existent in China. In fact, in data released...
Janu Chan
Bitesized Economics
Macro

Europe’s labour snap-back, gold and the US manufacturing boom

This week’s charts begin with a dashboard breaking down the much tighter labour markets of the OECD
Macrobond Financial
Macrobond Financial
Education

Laying the foundations for increased flows into digital assets

Welcome to the latest edition of our Bitcoin news wrap-up.
+3
Daniel Pickering
ListedReserve
Commodities

What’s Not Priced In #6: Explaining the Gold Price Mystery

Magic mirror on the wall, what's the fairest metal of them all? Gold.
BGA
Kiryll Prakapenka
Fat Tail Investment Research
Macro

The Fed’s proper fight on inflation is just getting started

Inflation has been kind of an enigma for the world over the past few years. Policymakers dismissed rapidly rising inflation early on and viewed it as transitory. It...
Janu Chan
Bitesized Economics
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