Tag:
Inflation
Chris Gilmour
Was Powell right about inflation?
Powell was right about some elements of inflation and its transitory nature. Chris Gilmour unpacks these drivers and what the future holds.
Chris Gilmour
Winter is coming and it’s going to bite
Winter is coming to the Northern Hemisphere and the cost of living is a major concern. Against this backdrop, there is substantial activity in the gold market.
Chris Gilmour
Will rate hikes work for inflation?
There are senior voices in the Fed who aren't convinced that US inflation is being caused by the usual suspects. If that's the case, then hiking rates may not help. Chris Gilmour gives us an alternative thesis.
Sponsored
Countdown to central banks
With 12 central banks due to make decisions this week, get ready for a potentially volatile few days. Of course, the Fed is the key.
Sponsored
TreasuryONE webinar: Inflation, rate hikes and recession
The recording of the latest TreasuryONE webinar is available. Watch the video to learn more about the drivers behind the inflation and currency movements that have defined the market in recent months.
Chris Gilmour
The Great Resignation: taking back control
The Great Resignation has been a feature of the pandemic and its aftermath. Chris Gilmour argues that this issue has been a long time coming.
Chris Gilmour
SA retail spending at risk
South African retail spending is facing significant risks. Stagflation is an ugly word that we are now dealing with. Chris Gilmour explores the impact on consumers and retailers.
TreasuryONE
Rand holding its breath on MPC and inflation number
TreasuryONE looks ahead to the MPC and ECB decisions this week. The expectation is a 50 basis points hike locally, with the SARB caught between a rock and a hard place.
