interest rates

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,...