Economics

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Macroscope: A new capex supercycle is on the way

From Ninety One

In 2013, former US Treasury secretary Larry Summers famously declared that the world’s advanced economies were in a state of secular stagnation, a period of sluggish growth, low interest rates... Read more continue reading

11 Apr 2024

US Fed tightening campaign ‘likely over’

From American Century Investments

“The Fed’s inflation and labour market concerns are overstated, and additional rate hikes won’t be necessary. Continued progress in controlling inflation prompted the Fed to once again hold interest rates... Read more continue reading

07 Nov 2023

Powell keeps options open, promises nothing

From Principal Asset Management

At yesterday’s meeting, the Federal Reserve (Fed) raised policy rates by 25 basis points, taking the benchmark rate up to 5.25%-5.5%, the highest level since 2001. While the market had... Read more continue reading

28 Jul 2023

Central banks yet to win battle against inflation, interest rate hikes likely to continue

From Aviva Investors

Global economic activity has proved stronger than seemed likely at the start of the year, given the scale of supply-side shocks that had fuelled inflation and eaten into disposable incomes... Read more continue reading

26 Jul 2023

The impact of recession

From Alexander Funds

The Reserve Bank of Australia’s (RBA) quick increase in interest rates in an attempt to manage inflation has raised fears that Australia could fall into a recession within the next... Read more continue reading

18 Jul 2023

Podcast 32: Are central banks at risk of blowing up markets?

From Yarra Capital Management

The RBA has now hiked rates for the sixth consecutive month. With lead indicators showing signs of inflation coming off the boil and European banks starting to see stress, cracks... Read more continue reading

06 Oct 2022

Podcast 31: No sign of pause from the RBA as the risk of mortgage stress intensifies

From Yarra Capital Management

Australia’s central bank has now raised interest rates five months in a row. It’s the most aggressive tightening cycle since 1994. With more hikes expected, and house prices in Sydney... Read more continue reading

09 Sep 2022

Podcast 30: Can the RBA thread the needle?

From Yarra Capital Management

After hiking for the fourth consecutive month, the RBA’s tone has shifted to suggest a pause at the September meeting is possible, reflecting in part the troubling signals emanating from... Read more continue reading

02 Sep 2022

Inflation in the 70s – baby boomer fantasy or nightmare? Why central banks must focus on getting inflation back down

From Shane Oliver - AMP chief economist

Key points The high inflation of the 1970s was bad for economies and bad for investment returns. The long-term downtrend in inflation and interest rates is likely over removing a... Read more continue reading

14 Jul 2022

Podcast 29: Leaders indicators warn of global recession

From Yarra Capital Management

Central banks state they are not seeing signs of a recession as they continue hiking rates to curb spiralling inflation. But with forward indicators flashing red across the board, low... Read more continue reading

07 Jul 2022

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