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Latest
Buy Hold Sell
Listed Series 2024
Series
Alternatives in Focus
Buy Hold Sell
Fund in Focus
Livewire Live
Meet The Investor
Outlook Series
Rapid Fire
Reporting Season
Signal or Noise
Success and More Interesting Stuff
The Pitch
The Rules of Investing
Views from the Top
Categories
Asset Allocation
Commodities
Daily Report
Education
Equities
Fixed Income
Funds
Investment Theme
Macro
Private Assets
Property
Find funds
US Monetary Policy
Latest news and analysis on US Monetary Policy
Macro
July 10, 2023 07:37
US wages growth picks up over the past few months
The resilience of wages growth likely reinforces the Fed's concern that it may take longer for core inflation to return to the 2% target.
Kieran Davies
Coolabah Capital
July 10, 2023 07:37
Macro
May 29, 2023 08:37
The familiar story of sticky US inflation
US core inflation remains persistently high.
Kieran Davies
Coolabah Capital
May 29, 2023 08:37
Macro
May 01, 2023 07:58
Sticky core inflation & wages growth a headache for the Fed
US inflation and wages growth have peaked, but remain uncomfortably high for the Fed.
Kieran Davies
Coolabah Capital
May 01, 2023 07:58
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Equities
May 24, 2022 16:28
Downside risks to US earnings could force equities much lower...
We've forecast a 30-60% correction in US equities since late 2021. Most of the price adjustment to date (~20-30%) looks to have been triggered by higher interest...
Kieran Davies
Coolabah Capital
May 24, 2022 16:28
December 10, 2016 12:02
The Fed - It's Rate Hike Time!
Callum Thomas
Topdown Charts
December 10, 2016 12:02
September 30, 2016 16:16
The cycle of ever-declining bond yields
Nikko AM
Nikko AM
September 30, 2016 16:16
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