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Is this a bubble?

Markets continue to climb to fresh record highs, but beneath the surface, warning signs are multiplying. From narrowing market breadth and rising investor leverage to stretched valuations, the signs of excess are becoming harder to ignore. 7 So the million-dollar question keeps c ...  Show more

Stuck in Hormuz

Oil prices are rising again, inflation fears are back and the Strait of Hormuz is once again at the centre of global market tensions. Latest twists in US-Iran negotiations are reshaping inflation expectations, Fed rate bets, bond yields and risk appetite across financial markets. ...  Show more

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Understanding Inflation: Why your bills might not match the official rate
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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

187 - The return of inflation
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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

What’s driving rent inflation?
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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 ...

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Is everyone pretending to understand inflation (or just me)?
Search Engine

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