us interest rates

Wages growth has slowed, but was the fastest in trend terms since 2000.

As interest rates rise, investment activity falls, reducing activity across the construction sector, impacting residential property supply.

With the latest PCE inflation data showing deepening disinflation amidst falling lending growth & M2, data doesn't support another rate hike

US core inflation remains persistently high.

Rate cuts will come eventually, but central banks need to break some things first.

In the context of the bond market signalling a US recession in late 2023/early 2024 - where CCI has been forecasting a recession since earlier this year - we have...

I’ve spent the last few days talking to most of the folks I know in the market, collecting opinions, information and discussing what other investors are thinking on...

This market insight is a selection of questions from our investors that I answer to provide further insight into the year that was, and our outlook for the upcoming...

There are three prices that ultimately matter for the world, explains Andrew Canobi from Franklin Templeton. The price of oil, the value of the US Dollar, and the US...

US equities are extremely expensive according to long-term valuation measures such as the cyclically-adjusted PE (CAPE) ratio. The CAPE ratio for the S&P500 is...

Despite a 17 per cent drawdown in the wake of the GFC, Andrew McAuley the CIO at Credit Suisse, says it took just 12 months to for their portfolios to bounce back. Not...

There’s nothing quite like local knowledge to give you an insiders view of a foreign country. As the strength of the US economy remains a key focus for investors,...

In this article we look at some of the more topical subjects influencing financial markets and analyse a few interesting charts. We start with rising rates – the...

One of most reliable early warning indicators of an impending equity bear market is the shape of the US yield curve. When short-term interest rates are higher than...

Everyone forecast the death of the Aussie dollar in 2016, however, interest rate differentials and resurgent commodity prices pushed the local currency to a peak of 78...