Record high delusion?

AI investors now brush aside worsening geopolitical headlines. Despite fading peace hopes in the Middle East, rising oil prices and renewed inflation fears, tech-heavy indices trade to record highs, driven once again by semiconductor and AI-linked stocks. The divergence between t ...  Afficher plus

Markets are ending the week on another geopolitical twist as renewed Middle East tensions can’t come to an end! Meanwhile, all eyes now turn to the US jobs report. While employment data remains important, investors are increasingly watching wage growth and inflation signals as ce ...  Afficher plus

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 ...  Afficher plus

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 ...  Afficher plus

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 ...  Afficher plus