inflation

Central banks remain steadfast in their message that the current bump in inflation will prove short-lived. Companies are less sure. A frequent message we have heard...

Supply chain issues were cited by company management numerous times during the recent reporting season and were attributed as one of the key reasons behind operational...

The Reserve Bank Monetary Policy Committee announcement last week was one of the most highly anticipated for many years. The recent series of readings on the New...

In his speech at the annual Jackson Hole Symposium, Federal Reserve chairman Powell sent three key messages. Firstly, he confirmed that the test of "substantial...

The recent second-quarter US earnings season highlighted how robust and broad-based its economic recovery has been, with healthy wage growth and ramping industrial...

The biggest question on most investors’ minds in the first half of 2021 has been ‘will inflation be transitory or lasting?’ While the issue is far from settled, the...

We covered inflation in a lot of detail in our four-part series earlier this year. So far, the inflation cycle is playing out largely as foreshadowed. In particular,...

For the first time in over a decade, a new economic cycle may be underway – a ‘reflation’ cycle characterised by faster economic growth, higher inflation and ongoing...

There is little doubt that Elvis is in the building, in this case Elvis being elevated data points of price inflation. Central banks are adamant that these data points...

There are tentative signs that substantial supply chain bottlenecks in the US are starting to ease. But delivery times remain elevated, and we see inflationary...