Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • Drew Meredith

  • Ishan Dan

  • Jamie Dannhauser

  • Jonathan Ruffer

  • Lisa Uhlman

  • Nicki Bourlioufas

  • Staff Writer

  • Stephen Dover

  • Tahn Sharpe

  • The Inside Adviser

Inflation range in view, but is it close enough to stop further rate hikes?

The rate hiking cycle may be reaching its zenith, with inflation showing signs of a plateau. The next few months will be pivotal, Neuberger Berman says, which means accounting for two-way risk is crucial.

Staff Writer | 24th Jul 2023 | More
Westpac’s Evans sees no rate cuts before May as pessimism digs in

Bill Evans, who will step down next year after three decades as Westpac’s chief economist, says “deeply pessimistic” consumer sentiment despite the RBA’s recent pause is a sign of further hikes ahead.

Lisa Uhlman | 13th Jul 2023 | More
No easing in cycle yet as ‘confusing’ RBA changes tack: Sage

In a recent market update Sage lamented the RBA’s recent decision to re-engage interest rake hikes after pausing only a month earlier. Policy outcomes have become confusing, the fund manager noted, with the path to a soft landing becoming even narrower.

Staff Writer | 22nd Jun 2023 | More
  • US disinflation to put the brakes on rate hikes, but debt ceiling concerns remain: Invesco

    “I believe inflation is largely in the rear view mirror, and the Fed will not be hiking again,” said Invesco’s chief global market strategist Kristina Hooper. And the trend could be a global one.

    Tahn Sharpe | 29th May 2023 | More
    A few bad apples, or is the whole financial orchard at risk?

    The crippling doom loop between the banks and the real economy we saw in 2008 is unlikely to feature in the coming recession, says Ruffer’s Jamie Dannhauser, who is more concerned about a violent liquidation in financial markets.

    Jamie Dannhauser | 25th May 2023 | More
    Whisper of tailwinds blowing as inflation soften: Neuberger Berman

    While still high, inflation in developed economies is showing signs of slowing down according to New York-based investment management firm Neuberger Berman, with markets set to benefit from increasingly stable conditions.

    Tahn Sharpe | 26th Apr 2023 | More
  • Don’t fall in love during the ‘slow, grinding bear’ economy

    The current economic cycle is too changeable to set any portfolio to autopilot, according to Mason Stevens’ Jacqueline Fernley. Counterpoints to conviction are needed, and the devil’s advocate should be your friend.

    Tahn Sharpe | 13th Apr 2023 | More
    ‘Powerful contraflows’ will keep inflationary waters choppy: Ruffer

    It is perfectly possible that some inflationary measures fall back through zero, and prices actually deflate in an odd month, says Ruffer chair Jonathan Ruffer. If that happens, the complaisant assumption that inflation will go back to sleep again might look justified – but it will be a false dawn.

    Jonathan Ruffer | 23rd Feb 2023 | More
  • High quarterly CPI print complicates inflation outlook

    Highly anticipated new consumer price data showed the inflation rate in Australia hit its highest level since 1990 in the December quarter. But analysts are mixed on whether inflation will moderate later this year or become more entrenched.

    Nicki Bourlioufas | 30th Jan 2023 | More
    US stocks to rise as inflation sags in post-pandemic period: BCA Research

    The US economy should experience a “benign disinflation” over the next six months as pandemic-infused snarls unravel. That should mean good things for stocks, at least in the short term.

    Tahn Sharpe | 16th Jan 2023 | More
    1 2 3