Summary of the economic scenarios to be discussed at the Portfolio Construction Forum August 2023
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During the last few weeks, the prospect of rising interest rate expectations continued to grip markets, as the soft landing/rapid disinflation thesis was tested.
Uncertainty stalked markets last week amidst a raft of rate hikes, but the focus on inflation shifted from the US – where the news was ostensibly quite good – towards Europe, where inflation pressures continue unabated.
Investor explainer on leading sustainable Australian company Brambles
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In light of Tuesday's US CPI print, and the subsequent market reaction, we dive into why the market was so upset about a 0.1% increase in prices, and what this means from the perspective of an Australian investor.