The RBA Monetary Policy Board increased the cash rate by 25 basis points to 4.85% yesterday, as anticipated. Unlike the last hike a month...
Australia's September CPI was released this morning and rose to 4.3% up from 4% in the 12 months to August 2026. Trimmed mean inflation...
US Treasuries did what they are supposed to do last week. Softer than expected guidance for OpenAI and Anthropic raised concerns broadly across the...
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...
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...
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...
A record six asset backed security (ABS) transactions raised close to $10 billion dollars this week. According to KangaNews, issuance volume for the month...
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...
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....
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...


























