A testing week ahead

A testing week ahead

A big risk off week has seen government bond yields rise and share markets fall. The frothiest assets, US tech companies and crypto currencies, saw the biggest falls. The main reason for the sharp falls in financial asset prices last week was further undermining of...
Inflation a few thoughts

Inflation a few thoughts

Inflation has taken over from longstanding – 30 years – disinflation during 2021 and it will not go away during 2022 and 2023. The annual rate of inflation in most major economies including the US, Europe and Australia may dip later this year on base effects,...