Reflation
The consensus is sure that inflation will remain lower for longer. Most remain sceptical that central banks will succeed in their mission to push it higher.
Yes inflation is low, but that’s already heavily priced in
Recent inflation readings in Australia and the US have reinforced the strong consensus view that inflation will remain very low for a long time.
In Focus: Ardea Real Outcome Fund
Watch this Livewire video to learn more about the Real Outcome Fund and the team’s investment process.
Ghosting in the US job market
We’ve covered US wage growth and the resulting upside risk to inflation in a number of prior commentaries and now see more leading indicators suggesting that theme is accelerating.
Livewire Exclusive – 2018’s most crowded trade
Tamar Hamlyn discusses inflation with Livewire and if this is about to change.
QE winners become QT losers
We’ve noted previously that the transition from Quantitative Easing (QE) to Quantitative Tightening (QT) is one of the two important paradigm shifts currently taking place in markets.
Wages, Wages, Wages
Despite strong domestic job creation, wage growth in Australia remains subdued and is part of the reason we believe the RBA’s policy tightening cycle will lag the US.
Livewire Exclusive – More trouble on the way?
This time last year Tamar Hamlyn shared with Livewire that inflation and volatility charts were the ones he was watching closely. Tamar now shares his thoughts of what to expect from here and what investors can do about it.
A paradigm shift for global markets
In a Livewire Exclusive, Gopi Karunakaran discusses why there could be a significant sell off in bond yields in 2018.
Markets Wake Up To Inflation Risk
Inflationary pressures have been building globally and particularly in the US. The rise in breakeven inflation rates over the past two months shows that markets have begun to price this in.