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Economics

Chief economist update: RBA sees wages growth recovering but it's not guaranteed

BENJAMIN ONG  |  WEDNESDAY, 14 FEB 2018
The RBA's central forecast is that an income growth weakness will end as the drag from the end of the mining boom dissipates and spare capacity is absorbed, such that average earnings growth recovers.

Gesundheit

BENJAMIN ONG  |  TUESDAY, 13 FEB 2018
One monetary policy committee member voted to increase interest rates by 25 basis points.

Scared of inflation? Try deflation

BENJAMIN ONG  |  MONDAY, 12 FEB 2018
Theoretically, ex-US investors needn't be losing sleep over "signs" - repeat "signs" - of rising inflation in America and, with it rising bond prices, and a more aggressive Fed.

Retirees force the politics of income

DARREN SNYDER  |  FRIDAY, 9 FEB 2018
Aberdeen Standard Investments chief economist Jeremy Lawson told the 2018 Financial Standard Chief Economists Forum that retirees' influence on populism is a major dilemma for asset managers globally.

Chief economist update: The Fed's force is with us

BENJAMIN ONG  |  FRIDAY, 9 FEB 2018
If I'm forced to put a finger on it, the Fed's 20-21 March FOMC meeting will mark the turning point for Wall Street.

Go your own way: AXA IM

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2018
Investors should not be afraid to run against the pack in 2018, with recent history demonstrating that taking a contrarian view can pay off.

Record high returns elusive in 2018: Economist

KARREN VERGARA  |  THURSDAY, 8 FEB 2018
Principal Global Investors chief global economist Bob Baur warns investors that 2018 will unlikely deliver the euphoric levels of financial market returns experienced in 2017.

Chief economist update: RBA to lift rates after 2018

BENJAMIN ONG  |  THURSDAY, 8 FEB 2018
Should rumblings on Wall Street continue, those predicting the RBA would maintain the status quo on monetary policy and keep the official cash rate at a record low of 1.5% for all of 2018, would be correct.

Chief economist update: This time is different

BENJAMIN ONG  |  WEDNESDAY, 7 FEB 2018
The Dow's 2.3% rebound overnight could still be tested in the coming days, weeks and even months - but this would all be for the better.

Chief economist update: Wall Street wails on inflation indications

BENJAMIN ONG  |  MONDAY, 5 FEB 2018
The most important stat for January's non-farm payrolls report is the acceleration in wages growth.