Recent inflation data is misleading due to outliers; underlying price growth remains close to 3%. Learn more on my 'higher ...
As inflation becomes a structural feature of global markets, investors need tools that defend against both realized and anticipated price pressures.
Over the last four decades, higher-quality stocks have consistently and significantly outperformed lower-quality stocks. Read ...
US backs BOJ to stabilize yen amid JGB stress and fiscal risk; “rate check” hints intervention to curb yield spikes and trade ...
U.S. core CPI rose less than expected in December, but markets have largely ruled out a January rate cut as the Fed returns ...
The CPI (Tue) inflation rate may have moderated slightly. The Cleveland Fed’s Inflation Nowcasting model expects a 0.2% m/m ...
Gold edged higher on Tuesday for another record as markets firmed up bets on US interest rate cuts after the release of new ...
Current developments do not feel like a short-term trend. Read why I see a major capital rotation underway from Big Tech ...
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Romania’s inflation returns to normal after summer price shock
Consumer price inflation in Romania (chart) eased marginally to 9.69% year on year in December from 9.76% in November as ...
The battle for Federal Reserve independence has already gone up several gears this year, yet the central bank is showing ...
Argentina’s economy contracted for a second consecutive month in November on the heels of a crunch midterm election that had ...
Over the last month, inflation markets have been little changed.
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