inflation

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...

Australian prices rose 1.1% year-on-year for the March quarter of 2021, with the official CPI rising 0.6% over the three months to March. The number came in much lower...

To say that government debt levels are high is nothing new. Even before COVID hit, despite years of austerity, debt levels were already extremely elevated. But after...

The local market started slightly positive before market-level global buying popped it up on another low turnover day. We are on the sixth consecutive week without a...