inflation

In the AFR today I outline my views on markets for 2018, including forecasting that Aussie house prices will fall year-on-year for the first time since 2012---after we...

For the past 16 years we have produced “The Big Issues” report – a report that has sought to highlight the issues that are expected to influence the economy over the...

The pace of technological inventions and improvements continues to grow but anxiety and fear around the impact of these changes to jobs is lifting even more. The focus...

The most important question for 2018 in an Australian context will be whether the economy is strong enough for the Reserve Bank of Australia (RBA) to start removing...

With high quality, growth-focused Australian small cap businesses enjoying a stellar run of recent outperformance, this month we have shared with investors some...

Contrary to the conventional wisdom, inflation in the United States is not dead. Far from it. We believe inflation is coming back in a meaningful way and we’re...

Within the latest inflation figures lies some critical data: While the breadth of low inflation items is an ongoing concern, the RBA should be encouraged by higher...

Most of the time only a few things really matter with respect to the outlook for the global economy. If one can work out what those key debates are, and how they...