inflation

Soft landings are exceedingly rare in the US and the 1990s episode marks the only example of a successful soft landing.

Improving inflation is consistent with the Fed cutting rates next month, while a hawkish-sounding RBA plans to keep rates on hold.

Their forecasts lure most investors into overconfidence – and thus losses. If you recognise experts’ biases, you can grasp opportunities.

Long-term savings need to grow more than inflation to meet future liabilities or lifestyle choices.

Fewer and fewer stocks are participating in this rally. Investors need to be cautious here

Central banks will likely maintain a 2% inflation target in the coming years.

The Fed is sidelined on rates for some time as it watches how inflation evolves after an unexpected surge in Q1.

Solid core inflation may not stop next week's ECB rate cut, but raises questions about the pace of further cuts.

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.

Advertised wages growth is at/near pre-COVID levels in the US & EA, while still-high growth in AUS & NZ should improve this year.