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Market Wraps
inflation
Latest news and analysis on inflation
Rapid Fire
August 07, 2019 11:01
Where to hide in an inflating bubble
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 &...
Livewire Exclusive
Livewire Markets
August 07, 2019 11:01
Fixed Income
May 10, 2019 07:22
Rewriting the central bank rule book on inflation
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...
Clive Smith
May 10, 2019 07:22
Macro
April 30, 2019 09:47
Is the RBA out of ammo?
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...
Shane Oliver
AMP
April 30, 2019 09:47
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Asset Allocation
April 12, 2019 11:52
Stay long grifters, influencers and lobbyists
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...
Damien Klassen
Nucleus Wealth
April 12, 2019 11:52
Expert Insights
March 27, 2019 12:20
Don’t rule out a U.S.
downturn
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...
Livewire Exclusive
Livewire Markets
March 27, 2019 12:20
March 16, 2019 09:41
Complexity Premia on New RBA Housing Bubble
Christopher Joye
Coolabah Capital
March 16, 2019 09:41
Asset Allocation
March 08, 2019 11:24
Get ready for the reflation
trade...
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...
Livewire Exclusive
Livewire Markets
March 08, 2019 11:24
Macro
February 20, 2019 15:21
Making the case for a cut
The Australian economy performed well during 2018 with rising GDP, lower unemployment and stable inflation. Despite this, the outlook for 2019 is not as positive, as a...
Chris Rands
Yarra Capital Management
February 20, 2019 15:21
Macro
January 17, 2019 17:32
Inflation and the US Dollar Devaluation
After a recent trip to Argentina over the Christmas break, we couldn't help but notice the relentless rise in prices the country has experienced in recent years. This...
Scott Williams
Fiftyone Capital
January 17, 2019 17:32
Macro
January 14, 2019 12:38
Divergence, disruption and debt-overhang
We believe there are three key themes that will persist in 2019; divergence, disruption and debt-overhang. Invesco's Chief Global Market Strategist, Kristina Hooper,...
Ashley O'Connor
Invesco
January 14, 2019 12:38
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