inflation

Are investors so heavily weighted to cash as they brace for more share market volatility given the uncertainty about global economic growth?

The November CPI report aligned with consensus expectations, likely confirming a Fed policy cut next week. Nevertheless, with monthly core inflation hitting its...

There may be significant uncertainty around the political framework but structural investment opportunities still abound.

The US election is nearly here. The opinion polls are close. What is not clear is what are the hopes and fears of ordinary Americans.

The RBA never raised rates by as much as other countries, so it has relatively less scope to cut them in a soft economic landing.

The path to lower interest rates is clear - at least in market pricing terms.

US inflation came in low. Services are still running hot, but that is mostly driven by housing costs. It would seem that the housing costs in CPI are probably...

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.