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.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

WYSIATI

Psychologist Daniel Kahneman Kahneman, together with his late colleague Amos Tversky, explored the many cognitive biases that impair human decision making, particularly in relation to uncertain events, and coined the acronym WYSIATI – What You See Is All There Is.

Read More