Market
Insights

Targeting higher inflation

Targeting higher inflation

In an important shift, the US Federal Reserve changed revised its inflation target meaning that policy rates will stay lower for longer.

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Cash rich job keepers

Cash rich job keepers

Government support measures in Australia and the US are seeing disposable incomes temporarily rise for some people.

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The big squeeze

The big squeeze

Are we seeing the market climbing a wall of worry? The big positioning squeeze, and the impact of low rates on equity valuations.

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Tug of war

Tug of war

There is a tug of war between a wall of money and weak fundamentals and the winner in the near term is very difficult to pick.

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