inflation

Hamish Douglass remains largely optimistic about the vaccine-led recovery for financial markets around the world, but he’s not betting the house on it. The Magellan...

Bitcoin is up. Housing prices are up. Hard commodities are up. And the central banks are on a printing spree. So, is this enough to get investors thinking about...

While rising inflation expectations were a minor feature in January, in February markets reflected higher inflation expectations and we expect this to continue in...

In February, Australia had the worst performing government bond market in the developed world. The Australian 10-year government bond posted a -7% total return, while...

Discussing if record low interest rates, pandemic level monetary and fiscal stimulus along with surging asset prices translate into long term inflationary pressures. ...

Investors' favourite word last year was “unprecedented," but this year “reflation” appears to be on everyone’s lips. For central bankers and investors, breakeven rates...

With all eyes on the upcoming reporting season, the Aussie equities market will need some seriously good earnings results to meet rising ASX valuations. At Paradice...

When it comes to investor psychology, the Ancient Greeks knew what they were talking about. They categorised people as either hedgehogs or foxes. Foxes, they said,...

One thing I like about marathon running is the well-defined end-point. You train hard for a few months, eat well, dial it back for a week and then it’s race day. Once...

Articles and presentations about Modern Monetary Thinking (MMT) are often annoyingly one sided. This isn’t too surprising given the policy recommendations by MMT’s...