Coming up on the markets
The upside surprise in inflation could mean an RBA cash rate increase of either 40 or 50 basis points.
Inflation
Turnbull, tax and turmoil
In a wide-ranging interview, former Prime Minister Malcolm Turnbull talks to Forbes Australia.
Coming up in the markets
The US profit reporting season kicks off with financial companies leading the way.
Aussie dollar drop not stopping international travel
More than 62% of travellers continue to plan to go overseas even as the Australian dollar drops to US65c.
The week ahead in markets
What price will be paid if the inflation genie escapes the bottle?
Investing in the Age of Confusion
van der Welle says, ”We find that the bar for inflation becoming entrenched is pretty high and recessions, which we expect one way or another, are highly disinflationary. However, a right-hand skew to the expected inflation frequency distribution for developed economies is a key thread for 2023-2027. “
How to navigate the 6 elements in the matrix of uncertainty
The matrix of uncertainty provides a framework for assessing today’s economic environment and aids in making investment decisions, says Epoch Investment Partner’s John Tobin.
Where I’m putting the money: David Paradice
Price is what you pay, value is what you get. If you were trying to play the inflation, then you’d be going into some of the miners, some of the energy, some of the commodity producers, some of the resource companies, says David Paradice.