monetary policy

The Fed now narrowly expects one rate hike this year. Policy rules point to a peak in the funds rate of about 4½% (previously around 4%).

In news that surprised little in markets, a rate hiking cycle has begun, here’s how we are positioning portfolios accordingly.

Strong inflation continues to run above the RBA's forecast profile.

Jobs, earnings and fiscal easing could drive strong economic growth in the US next year.

Understanding Bitcoin takes work—part philosophy, part economics, part code. This is the path that helped it finally make sense to me.

A surge in inflation in Q3 points to rates on hold for the rest of thus year and a much reduced chance of a cut next year

The respected chief market strategist on where he sees the global winners and losers and why investors need to expect more volatility.

Near-term US economic and monetary policy expectations have shifted

Trump’s push for a dovish Fed and the RBNZ’s need for a Governor provide insight into both central bank independence and economic impacts.

RBA staff have revised down the estimated neutral rate cash rate to c2¾%, although it is not clear if policy-makers take it at face value.