inflation

On the back of the worst March quarter since 2008, indicators show the end of the current cycle is in sight. Trump’s jostle with China is more of a concern than his...

Over the past month our leading indicators of the industrial cycle have shown signs of peaking. The real question is whether this suggests the industrial cycle is...

Recent weeks have seen global growth continue to push ahead in a robust and synchronised fashion. Similarly, and much as hoped, wage and inflation data have stepped...

There are two attitudes you can take to the February 2018 “flash crash”. The first, and overwhelmingly the most popular, is that this was a technically driven...

...Or that is what some equity pundits masquerading as bond experts want you to believe. They predict that a ‘bondcano’ of rising interest rates will lead to...

Most investors and economists accept that interest rates around the world have bottomed and are heading up. This matters not just for macro-traders, but will affect...

A couple of weeks ago, I suggested that 2018 would be the year in which we waved goodbye to Goldilocks. By that, I meant that the unusually favourable conditions...

In Australia, the outlook remains mixed, labour market and confidence metrics have remained solid early in the year and this is expected to continue. Yet other...

This time last year we wrote on Livewire that inflation and volatility charts were the ones we were watching most closely. Following the recent surge in both measures,...

On the 9th March 1987 U2 released the Joshua Tree, the fastest selling British Album of all time that went on to sell over 25 million copies. Joshua Tree is still...