Inflation is on the rise. So is fear
Driven by supply chain, labor market and energy supply issues, consumer prices are surging at a rate last seen in the 1970s and 1980s. To what...
Inflation
Sticks outnumber carrots in early May
The first week of May ended with the US Federal Reserve raising its key interest rate by 50 basis points. Investors, who expected a hike of that...
EPFR Exchange Podcast x Macrobond: High-frequency data and inflation
Listen in for a discussion covering the history of high-frequency macro data, ways to produce nowcast models, and where to find the most granular...
The risk-reward line getting harder to walk
Investors surveying the investment landscape during the second week of April saw more thistles and dandelions than daffodils. Things in their field...
Policymakers hope perfect inflationary storm blows itself out
Changing interest rate cycles are often associated with market volatility and dislocation. This time is no different with investors responding...
Inflationary noose tightens and Omicron cuts loose in mid-December
The jury is still out on the impact of rising Covid caseloads triggered by the Omicron variant, but the latest round of inflation numbers delivered...