Notes Archives

Notes

Week In Review – Trump and Uncertainty (26 February 2025)

Elizabeth Moran

Donald Trump is disastrous for economic prosperity. In a few short months, he’s created much uncertainty and with heightened uncertainty, consumers and businesses typically...

Notes

Week In Review – US Government Shutdown (8 October 2025)

Elizabeth Moran

The US government closed its doors last week as it reached an impasse on a number of important health care budget issues. Under US...

Notes

Week In Review – The Time Has Come (28 August 2024)

Elizabeth Moran

According to US Federal Reserve Chair Jerome Powell, the "time has come" for the central bank to reduce the benchmark rate from a 20-year...

Notes

Week In Review – Domestic Market Heats Up (14 May 2025)

Elizabeth Moran

Bond issuers don’t like uncertain markets. It’s harder to price new issues, especially if there’s volatility in benchmark government bond prices. So, Trump’s relaxation...

Notes

Week In Review – Trump or Harris? (6 November 2024)

Elizabeth Moran

Did you back a winner yesterday? I gamble once a year and have no idea about any of the horses that run in the...

Notes

Week In Review – US Fed Watch (30 July 2025)

Elizabeth Moran

Australian quarterly CPI was 0.7% for the quarter to June 2025, meeting market expectations. Over the 12 months, the preferred trim mean was 2.7%,...

Notes

Week In Review – Divergent Views (5 March 2025)

Elizabeth Moran

Sitting in my office watching the wind pick up and waiting for cyclone Alfred to hit the Queensland Coast has me thinking about catastrophe...

Notes

Week In Review – Private Credit Bankruptcy Worries Wall Street (15 October 2025)

Elizabeth Moran

Last month, privately owned, US auto parts maker First Brands filed for bankruptcy owing between US$10 to US$50 billion. As details emerge of the...

Notes

Week In Review – No Time To Yield (4 September 2024)

Elizabeth Moran

‘No Time To Yield’. That’s Blackrock’s theme for 2024. In other words, what are you waiting for? Hui Sien Koay, says Australians are sitting...

Notes

Week In Review – On More Solid Ground (21 May 2025)

Elizabeth Moran

The RBA’s Monetary Policy Board cut the cash rate to 3.85% yesterday, as expected. There are plenty of commentators calling for further, quick cuts...