us federal reserve

In the AFR on Friday I wrote that blockbuster inflation data overnight has forced markets to converge with our expectation for 6-7 hikes from the US Federal Reserve in...

Concerns that the US Federal Reserve is behind the inflation curve intensified over the past week after rates were held at 0%-0.25%. The market's reaction was, well,...

The U.S. 10-year Treasury note is arguably the most important bellwether of global financial markets, especially when it comes to inflation. If the market expects...

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...

Former Fed chair Janet Yellen famously said that central bank policy should be like ‘watching paint dry: uneventful, unsurprising and dull. She didn’t get her wish in...

In world markets (as in most things) Australia is a passenger rather than a driver. And that’s not always bad, especially when you're talking about the US Fed's latest...

Tim Toohey from Yarra Capital – who was rated Australia’s number one economist for 13 consecutive years – recently sat down with Malcolm Maiden to share his latest...

The current question amongst market commentators is who’s winning the transitory vs secular inflation debate?The most recent (August 2021) U.S. CPI data disappointed...

It was a strong day out for the index, gains in technology and energy leading the way. Healthcare and Materials were the main laggards, but still eked out gains of...

Headline monthly consumer price index (CPI) figures are not enough to tell us if inflation will linger beyond the coming months. The pace of economic recovery and the...