interest rates

With our long period of near-zero interest rates seemingly at an end, every investor’s attention turns to the balance of their portfolio. Conventional wisdom is that...

Jamieson Coote Bonds expects the Federal Open Market Committee (FOMC) to hike by 50 basis points to begin their hiking cycle at the March FOMC meeting on March 17th...

Gareth Aird from CBA, “arguably one of the most accurate economic forecasters in recent times,” just published some new research projecting the course of interest...

Shadow policy rates on the rise: Shadow policy rates are designed to factor in the effects of quantitative easing (QE). They present a view of the effective level of...

Over the last decade, lower interest rates have failed spectacularly in moving inflation. This brings into question the same approach for the years ahead, where...

National dwelling values have risen 34% since the RBA started lowering its cash rate from 1.5% in June 2019 to 0.1% today. But what cheap money giveth, expensive money...

After two years of largely uninterrupted asset price gains, January provided a rude awakening for many investors. And it wasn’t just profitless tech stocks that took a...

Don’t feel guilty about having a holiday. We genuinely hope you had an absolute cracker. But I hope it’s not immodest to point out that while you were kicking back,...

In a research note over the weekend, Goldman Sachs chief economist Jan Hatzius wrote that while they expect the Fed to lift rates four times in 2022, the risks are...

In the AFR on Friday I wrote that, for the first time in a long time, we agree with Jeremy Grantham: equities likely need to correct quite significantly. Here are some...

Capital Group’s 2022 outlook cuts across global stocks and bonds in the US, China and Europe. It also explores dominant macro themes of interest rates and inflation,...

Investors can expect a bumpy ride from the share market this year, but it should do well overall, says Airlie Australian Share Fund co-portfolio manager Matt Williams....

In case you didn't have time to read KKR's latest 60-page report, Livewire has summarised some of the key points for you. It highlights everything from the asset...

In the AFR I write that you should buckle-up and prepare for a wild ride in 2022. Investors will have to resolve the cognitive dissonance of buying equities at record...

In the AFR I write that while the comparatively benign Omicron variant of the virus may provide a path out of the pandemic, it will only serve to amplify the...

The Fed's preferred measure of US core inflation printed overnight 0.5% in the *month* of November and an incredible 4.7% over the last 12mths. The first chart below...

Central banks have started to take back last year's rate cuts as their economies have recovered from last year's recession, lifting policy interest rates after...

The spectre of sustained high inflation and the behaviour of bond markets continue to perplex market observers as the year draws to a close and attention turns to...

While the Omicron variant may end up slowing the pace of recovery, we still expect one final rally in reflation sectors, pushing the share market higher into next...

Investors don't have to watch their savings go backwards as inflation and low-interest rates erode returns, says Andrew Papageorgiou from Realm Investment House. In...