Global economic growth remains strong although concerns about weaker future growth are increasing with the Ukraine war adding to high inflation and central banks under increasing pressure to act more forcefully to contain inflation. Government bond yields are rising...
We concluded that June is firming over August for a cash rate hike in the article “Growth and Inflation” last week. Data releases and developments in Australia and overseas over the past week have increased the likelihood that Australia’s rate tightening cycle will...
The war in Ukraine has changed the outlook for economic growth and inflation. To date the escalation of hostilities in Ukraine and the escalation of economic sanctions against Russia, apart from devastating both economies, have curtailed supplies of key commodities...
