All eyes on the Fed, and the dot plot!

The year is almost over, yet the markets keep delivering surprises. US Q3 GDP came in at 4.3%, the fastest growth in two years, fueled by AI investments, strong corporate profits, and resilient consumer spending. Price pressures rose too, with PCE at 2.8%, but happily less than e ...  Show more

Markets are entering the final stretch of the year with investors closely watching the US for guidance. European equities remain subdued, with trade tensions and slowing growth weighing on sentiment, while rotation into cyclical sectors continues cautiously. All eyes are now on k ...  Show more

Inflation is a term we hear often, especially when discussing the economy and our personal finances. But have you ever wondered how it's calculated and why it sometimes feels like your expenses are rising faster than the official inflation rate? In our latest podcast episode, I a ...  Show more

It’s no secret that we’ve been living in inflationary times, but inflation is always the harbinger of higher interest rates and if they were to go up, what happens? Lessons from Zillow, the problem of tomorrow's big data, yesterday's invented barter, and the amount of debt out th ...  Show more

While inflation has eased in recent months, rent costs are still running above pre-pandemic norms. What’s driving the strength in rental markets, and what are the implications for inflation going forward? Join Phoebe White, Head of U.S. Inflation Strategy, and Antho ...

The single issue that might decide the upcoming presidential election also happens to be: very confusing. Political economist Mark Blyth helps us understand: how inflation starts, how inflation is stopped, and shares his theory about why the powers-that-be may be just as confused ...  Show more