us economy

The Fed should forecast fewer rate cuts given firmer inflation, resilient economic growth, and the inflationary impact of Trump policies.

US economic outperformance reflects superior labour productivity, while Australia continues to be powered by strong population growth.

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.

Households continue to follow the US experience, drawing on the excess savings built up during the pandemic.

The Fed hopes it can achieve a soft landing, lowering the policy rate to around 3%, broadly matching its estimate of the neutral rate.

Soft landings are exceedingly rare in the US and the 1990s episode marks the only example of a successful soft landing.

Rising unemployment has almost reached the "Sahm rule" threshold that has historically been a useful guide to US recessions.

It was the late great (at least in economic circles) Noble Prize-winning economist Harry Markowitz who said the only free lunch in investing is diversification. ...

The US economy stands out, with key measures of activity back in line with their pre-COVID trends, although Australia is not far behind.

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

Three heavyweights of global finance have released their latest shareholder updates - we bring you some of the highlights

The FOMC expects to cut rates at a faster pace than implied by a policy rule relying on its own economic forecasts.

KKR's approach to investing in 2024 is defined by the phrase - Keep it Simple. But how do they do it?

Whether we will see a soft landing has been the big question facing financial markets.

While other major economies stagnated or contracted in the second half of 2023, the U.S. economy has been thriving and has thus far weathered the most vigorous period...

In this piece, we look at three reasons why the Fed is done - and three reasons why the Fed may not be done.

Some analyses suggest that stagflation or economic contraction is imminent.

The Fed seems likely to hold rates steady at its final policy meeting this year.

Budget positions across the US, euro area and Australia are widely dispersed despite unemployment still near its lowest level in decades.

US unemployment has edged up to almost 4%