US government shutdown
Notes

Week In Review: AI Stumbles (21 October 2026)

Elizabeth Moran
US Treasuries did what they are supposed to do last week. Softer than expected guidance for OpenAI and Anthropic raised concerns broadly across the...
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US government shutdown
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Week In Review: Global Banks Issue AUD Hybrids (14 October 2026)

Elizabeth Moran
While ASX-listed hybrids are being phased out, there has been a growing number of corporate and international bank hybrids being issued in the over-the-counter...
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US government shutdown
Notes

Week In Review: Trimmed Mean Not Lean Enough (7 October 2026)

Elizabeth Moran
CPI data was released last week and rose 4%, up from 3.5% in the 12 months to July 2026.  Key contributors were housing and...
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US government shutdown
Notes

Week In Review: Rate Hike – What’s Next? (30 September 2026)

Elizabeth Moran
Yesterday, the RBA Monetary Policy Board raised interest rates by 25 basis points to 4.6%. I continue to think the risk is to the...
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US government shutdown
Notes

Week In Review: Record Domestic Securitisation Week (23 September 2026)

Elizabeth Moran
A record six asset backed security (ABS) transactions raised close to $10 billion dollars this week. According to KangaNews, issuance volume for the month...
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US government shutdown
Notes

Week In Review: Central Banks Tightening (16 September 2026)

Elizabeth Moran
Markets are pricing in almost a 90% chance of a US Fed rate hike, taking its target range to 3.75-4.00%, expected overnight. US Core...
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US government shutdown
Notes

Week In Review: Next RBA Decision (9 September 2026)

Elizabeth Moran
The RBA’s Monetary Policy Board will meet late this month to decide whether interest rates stay on hold at 4.35% or need to change....
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US government shutdown
Notes

Week In Review: Long Term Rates Creep Higher (2 September 2026)

Elizabeth Moran
We’ve been watching long term developed market sovereign rates for some weeks now. They continue to reach new highs due to a number of...
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US government shutdown
Notes

Week In Review: To Move Out On The Curve Or Not? (26 August 2026)

Elizabeth Moran
There are so many things happening in the global bond market. US higher, longer term, sovereign rates are leading the discussion. Here’s a summary...
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US government shutdown
Notes

Week In Review: Google Launches Inaugural Kangaroo (19 August 2026)

Elizabeth Moran
Big news this week as Alphabet, owner of Google and one of the mega AI issuers, launched an Australian dollar bond issue. It is...
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