inflation

Bond Bears have become vociferous again in line with the recent move higher in US 10 year yield, which has moved higher by 36 bp, the highest for the year thus far as...

Trends emerging in the household sector are becoming concerning, despite solid employment growth. The absence of an acceleration of wages growth, weak overall income...

Not really. In the words of Seth Klarman the legendary deep value Boston based hedge fund manager (of Baupost): “Never stop reading. History doesn’t repeat, but...

Local market recovered to finish a better than expected negative day after substantially weak lead from US market. Global markets were rattled by the terror attacks in...

It's worth reflecting upon the staggering level of international debt. Financial crises are invariably caused by debt. The Bank of International Settlement (BIS) has...

The latest hard data on global trade activity show a picture of volumes returning to trend growth. The chart below shows global container throughput activity and you...