Economic Update – ‘Focus remains on inflation’ (August 2022)

The focus for investors, homeowners, retirees, and everyone in between remains firmly on inflation. US and Australian 10yr bond yields rose to a peak in late June as recessions came into sight and markets recalibrated their inflation and interest rate expectations. Market returns calendar year to date still look rather poor across many asset classes with expectations that the current market bounce could be just that, and expectations remain for further downward pressure on asset valuations. Many factors continue to shape the economic picture including ongoing pandemic related supply chain disruptions, Russia’s war on Ukraine, Western sanctions on Russia, and the resulting spikes in commodity and energy prices.

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