This is an excerpt from the Rabobank Australian Interest Rates 4Q Market Outlook. Summary The Australian economy is in recovery with growth accelerating, inflation near...
The start of 2024 has caught many investors off guard. Resilient US growth and inflation have defied expectations, leading to higher bond yields and...
By Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers The lower inflation gets, the easier it is for rogue numbers to upset the...
Elizabeth Moran takes a look at the new BOQ Tier 2 subordinated debt issue and compares it to the recent Judo Bank and QBE...
Moody’s cut the US rating one notch to Aa1 from Aaa. This is the first rating downgrade for the US since August 2023 when Fitch...
US financial markets are watched closely given the US dollar is still considered the world’s safe haven currency. Recently, Fitch downgraded the sovereign’s credit...
Good data is bad More precisely, bad news for risky assets. This has become (yet again) evident after the market's recent response to the strong...
The RBA raised the official cash rate by 25 basis points to 2.85% in line with market expectations. Apostle Funds Management's Steven Spearing provides...
The desire to invest in bonds seems to be back in fashion again after a very poor 1H22. Rates are attractive and investors are...
Despite data over recent months creating a credible case for interest rates to remain higher for longer, major central banks have continued to fuel...

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