us federal reserve

The link between oil prices and inflation isn't as clear cut as it might first appear

Throughout history, many, many, banks have failed. In the US, bank failures are surprisingly common and even in more recent times – the Federal Deposit Insurance...

We've consistently argued that unprecedented interest rate increases by central banks would break things, triggering a big default cycle. The US, which has experienced...

We're less convinced of a soft landing for global markets but expect this year will be better than the last, with some big bright spots.

A keen eye on the inflationary threat, rather than its own communication errors, is what the RBA (and the economy) needs right now, says Stephen Miller

First Sentier Investors’ asset class experts share their ideas about what’s ahead in 2023. 

The Oaktree Capital co-founder's latest memo reflects on the events and investor beliefs that led us to this point and provides some thoughts on the future.

Wishful thinking is not normally rewarded by the share market, mainly because it suggests a short-term investment horizon, and remember, great long-term returns from...

The Federal Reserve’s decision to increase the upper limit of its benchmark overnight lending rate by 75 basis points (bps) to 4.00% was easy for the market to...

US stocks probably have some way to fall before bottoming out, and cash is a decent place to hide right now: these are a couple of the key takeaways from my recent...