macroeconomics

Welcome back to Off the Charts! bringing you everything you need to know from markets (and some things you don't). The world of crypto was as bonkers as ever this...

Gold moves on inflation (... finally) There has been ample talk and plenty of anecdotal evidence of inflation this year, none of which has seemed to elicit much of a...

The health crisis that combined elements of the Spanish flu pandemic, the Great Depression and the GFC helped redefine what fiscal and monetary policies can achieve....

Last week RBA Governor Phil Lowe seemingly dealt a savage blow to proponents of the new economic policy frontier that is Modern Monetary Theory (MMT). Governor Lowe...

Following on from our assessment a month ago about the likely path of a post COVID-19 recovery, we update the recent macro data and look at bond market options. ...

Risk assets, in particular the equity market, even after last night, are still pricing in a decidedly V-shaped recovery from the COVID-19 lockdown and subsequent...

In the past week client questions have centred around five key topics. These are our answers. 1. How ‘wrong’ is consensus on economic growth? Traditional...

Our high-level investment view for this year is that a combination of improving global growth boosting profits and still easy monetary conditions will help drive...

How good are you at reading people? How about a large frightened animal? It’s an interesting question, in today’s tech driven social world, to consider the skill of...