inflation

Welcome to 2020. The bulls still have strength in numbers, but an increasing number of bears are emerging from hibernation. Those who argue that benign market...

A key focus area for Nucleus currently is the lack of inflation and stagnant growth we’re seeing worldwide. With that in mind, we brought on ex-fund manager and avid...

Newspapers sell fear, while equity markets sell optimism. Basing an investment strategy on the latest financial headlines is a great way to destroy capital. But while...

After starting out as an equity portfolio manager at Daiwa International Capital Management in London during the late 1980s, Tony Cousins is now Chief Executive &...

Central bank policy within the developed world has been marked over the past decade by a systematic failure to achieve pre-set inflation targets. In response central...

Surprisingly weak Australian inflation has led to expectations the Reserve Bank will soon cut rates. But what’s driving low inflation? Is it really that bad? Why not...

There have been a number of commentators who have made the point that we have inflation in things we need (housing, utilities, fruit&veg, hospital services) and...

U.S. consumer confidence is high, unemployment is well below historical averages, while supply constraints mean that plenty of jobs are now within reach for many...

Chris Watling from London-based Longview Economics has been a vocal bear for some time and recently called for an Australian recession. The real question now though is...