inflation

The investment outlook is about to get murky as we wade into a challenging period for markets. Turbulence from economic activity should start to pick up as the...

Our team were chatting recently about the amount of change in markets and economies over the last 12 months or so, and some of the weight of numbers that keep building...

For years now, central banks have been targeting 2% inflation as a goal, so far unsuccessfully. But at least (as far as the US is concerned) that could be about to...

As world economies start to bounce back after their COVID-19 lockdowns, inflation is back on the agenda. US Federal Reserve Chairman, Jerome Powell, thinks the current...

Thus far April’s US economic data has had a consistent theme despite the nation’s rapid progress on the vaccination front and the bounty of monetary stimulus that has...

In the AFR on Friday I wrote that the wonkish deputy governor of the Reserve Bank of Australia, Guy Debelle, delivered some profoundly important home truths in a...

We have deep dived into fixed income markets, searching for value before the ruck forms. Despite an awfully weak inflation print, we have little faith in the long...

What challenges plague the mind of a CIO? SPACs and cryptos? An equity markets hangover? Or perhaps something more sinister and complex? We sat down with the chief...

By now most investors are tiring of their inboxes being filled by sell-side economists and strategists talking about reflation, how much more optimistic they are...

Much of the market’s interest in the Federal Reserve’s (Fed) review of its monetary policy has focused on its embrace of average inflation targeting. While the...