As expected, the European Central Bank (ECB) increased policy rates today, its first hike since 2023. Rates on the deposit facility, main refinancing operations,...
Goldilocks is back in fixed income
Monetary policy divergence
No irrational exuberance among investors
The surprising comeback of Goldilocks. It probably has not felt...
Key takeaways
• Markets are increasingly taking their cues from governments, with fiscal spending and policies becoming key drivers of growth and inflation.
• The US...
By Catherine Braganza, Senior Portfolio Manager, Insight Investment
This excerpt is derived from Insight Investment’s ‘Thoughts for 2025’ Paper. To view the full report, click...
From Matthew Macreadie, Executive Director, Credit Strategy and Portfolio Management - IAM Capital Markets
Australia’s inflation problems may see 50bps of further monetary tightening,...
From Tim Murray, Capital Markets Strategist, Multi‑Asset Division at T. Rowe Price
The U.S. Federal Reserve now appears almost certain to begin a rate‑cutting cycle...
From Moody's Ratings
Mortgage delinquency rates, which have started to decline in most areas around Australia, are set to continue to go down over the...
