inflation

As Americans struggle with rising living costs, German supermarket chain Aldi is trying to gain a foothold in the US with its low-priced private labels.
Investing
September 17, 2025

Fed poised to cut rates as investors warn of stagflation-lite scenario

With inflation still running close to 3 percent, investors warn the Federal Reserve may be cutting…
Read more
pexels-pixabay-221012
Investing
April 9, 2025

Oil stocks are a very cheap hedge against inflation

The energy sector serves as a safe haven during periods of geopolitical turmoil and is showing…
Read more
Gilles Moëc, AXA IM
Asset Managers
December 7, 2023

AXA: Expectations of rate cuts, price cooling ‘reasonable’

Market expectations of central bank interest rate cuts in 2024 are reasonable, according to Gilles…
Read more
Jeroen Blokland
Opinion
September 4, 2023

Chart of the week: regime change or oil?

Long-term inflation expectations have risen this year. In fact, just when central banks decided a…
Read more
Chart of the week: Red-hot
Investing
February 20, 2023

Chart of the week: how many swallows does it take?

There you are with all those fancy indicators like yield curves, ISM Manufacturing, and housing…
Read more
‘The cleanest dirty shirt is in the US’
Asset Managers
January 16, 2023

El-Erian: ‘The cleanest dirty shirt is in the US’

With economic growth slowing down in all three of the world’s major economies, investors are best…
Read more
What our experts expect? Uncertainty, perhaps greater than ever
Sector
January 2, 2023

IO experts expect uncertainty, perhaps greater than ever

Uncertainty regarding monetary policy, inflation, and the pace at which the climate crisis is…
Read more
Jeroen Blokland
Opinion
December 5, 2022

Chart of the week: why easy? Difficult is also possible!

No, this is not a column about the Netherlands’ performance at the World Cup. Although, of course…
Read more
‘Europe should not count on a traditional recovery’
Investing
November 7, 2022

‘Europe should not count on a traditional recovery’

Europe should not count on a traditional economic recovery. Due to second-round effects, inflation…
Read more
ECB headquarters in Frankfurt. Photo: ECB.
News
October 25, 2022

Bottom-pickers look to ECB for clues on market direction

Have financial markets reached a bottom yet? Or is there more room on the downside? Investors, keen…
Read more
Belgian economist Paul De Grauwe, professor at London School of Economics and Political Science.
Investing
October 24, 2022

‘Climate, not inflation, is today’s biggest challenge’

The future has never been more uncertain, and that has more to do with the climate than the business…
Read more
Han Dieperink
Investing
October 20, 2022

The effect of inflation on corporate earnings 

The big difference between bonds and equities is that cash flows in bonds are fixed in advance. It…
Read more
Wall street
News
August 18, 2022

A bear market rally causes 'directionless volatility’

With stock market indicators showing rapid growth, what is happening? Is the bear market ending or…
Read more
Professor Daniel Kahneman at the 2022 Amundi World Investment Forum in Paris. Photo: Amundi
June 23, 2022

Kahneman: better decisions make world a better place

In an interview with Investment Officer, Nobel Economics Prize winner Daniel Kahneman, speaks about…
Read more