wage growth

Just a spoonful of sugar helps the medicine go down. Or so we're told. Just don't try to bet on where the RBA will go on Melbourne Cup day

US inflation and wages growth have peaked, but remain uncomfortably high for the Fed.

Journalist Donald Horne once proclaimed Australia to be ‘the lucky country’. Horne’s intent was to comment that, while other industrialised nations created wealth...

US wages growth is still rapidly accelerating with the employment cost index up about 4½% over the past year, which is the fastest growth since 2000 and 1991 before...

Against a backdrop of rising wages alongside increasing commodity prices and house prices, the recovery of the US economy – and therefore most developed markets – is...

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...

2021 is likely to be a year many bond investors would choose to forget. The benchmark Bloomberg Global Aggregate Index declined around 4.7% for the year, its weakest...

The current question amongst market commentators is who’s winning the transitory vs secular inflation debate?The most recent (August 2021) U.S. CPI data disappointed...

There is a lot of noise in the financial press (meme stocks, crypto, central bank policy, etc.) and so it’s hard to really know what to focus on. In times like...

The closure of Australia's international border has seen a collapse of non-resident employment as foreign workers returned home. This has contributed to the largest...

The "recovery" of Australia’s economy from last year’s plunge into recession is much more apparent than real. Before the pandemic, deep-rooted and growing impediments...

Discussing if record low interest rates, pandemic level monetary and fiscal stimulus along with surging asset prices translate into long term inflationary pressures. ...

Investors have come into 2020 with a relaxed mindset, comfortable that the key fundamentals are stable across major markets. Key global risks that plagued investors...

While the global economy is seeing its fastest growth in years and the US Federal Reserve has increased rates five times since December 2015 and is on track for more...

This week it's wage inflation, but with a particular twist. Utilizing the great indicators from the innovative economics team at the Atlanta Fed, I have built a new...

For the past 16 years we have produced “The Big Issues” report – a report that has sought to highlight the issues that are expected to influence the economy over the...