rate hikes

There’s definitely a shift in interest rate expectations post April CPI, but a hike remains a low probability vs cuts are now very distant!

Inflation is heating up as economic growth is slowing. Should central banks hike rates to fight inflation or cut them to help the economy?

Adam Grotzinger from Neuberger Berman gives his take

Recent comments by the RBA combined with softer economic data likely signal that we are in the final stages of the RBA’s hiking cycle

Monetary Policy in 2022: Monetary policy tightening was the big macro theme of 2022, and it is sure to echo at least for a time into 2023. The 2022 full-year count on...

Small Central Bank Interest Rate Decision Tracker: Back again onto one of my favorite charts — this one tracks monetary policy interest rate moves across the...

Silver Shock: As you might have seen, silver had a dream run in 2020. And well, to be fair, most markets mooned back then riding the tides of extreme monetary...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and from Twitter posts. The purpose of this wire is to add extra...

Rate Hikes on the Frontier of the Global Economy: This is one of my favorite charts, and one that helped get us onto the right side of the global policy pivot that...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpick from around the web and post on Twitter. The purpose of this post is to add extra colour and...

Monetary Policy from Tailwind to Headwind: Last year I counted 123 rate hikes across 41 central banks… meanwhile already so far this year I’ve counted 67 interest...

Fed sweet spot indicator: Rate hikes, all else equal, tend to be bad for risk assets in that it incrementally removes monetary tailwinds, raises the discount rate...

Overnight, we have seen a rally for Treasuries and the biggest surge in major U.S stock indexes since March. We have seen the NASDAQ 100 gain 3.2%, the S&P500 gain...

For years now, many have told us that Australia is heading for an imminent recession. By contrast official forecasts have long been looking for several years of above...