inflation

In the AFR I write that the most daunting challenge Australia’s central bank boss, governor Philip Lowe, faces is surmounting the formidable slopes of what is...

Since the pandemic shock of early last year, investors have more recently focused on the after-effects. Record government stimulus, monetary policy easing and the...

It’s that time in the cycle again. US bond markets and commentors are worried about inflation. But with US unemployment at 6.2%, should this be a concern? ...

Markets have bounced back strongly from COVID-induced lows which, combined with the significant deployment of cash into attractively priced shares, have produced...

The macro-environment ahead is largely good news for investors, says Charlie Jamieson, CIO of Jamieson Coote Bonds. “The prospect of rising inflation is opening a...

After one of the longest periods of underperformance in history, governments and central banks' response to the COVID-19 crisis may well have ushered in a new era for...

The local market had a choppy negative day on low turnover. We just started a new week on low turnover, like the last three weeks in the holiday season. Healthcare and...

After a decision to keep rates lower for longer, many market commentators fear that the RBA's ever expanding balance sheet is putting the economy on track for...

Our baseline view is for a strong recovery across the world and inflation that – in spite of all the reflationary talk – is likely to remain below central bank targets...

Jock! Start the Engine! The longer the rout in global bond markets continues, the more difficult it will become for central banks to control. We continue to...