The US and Australia are at very different interest rate junctures. A US rate cut looks almost certain, with markets expecting a cut to...
The ASX 200 is down almost 16% from its recent mid-February high. Investors are selling down equities looking for defensive assets, unsure of how...
The Bloomberg US Aggregate Bond Index is on track for its best performance since 2020. The index has returned about 6.7% this year, with...
Did you know there’s been a record set for annual Australian corporate bond issuance this year? KangaNews recently announced issuance of $21.4 billion, topping...
Global geopolitical tension escalated this week, and oil prices skyrocketed but the conflicts didn’t impact fixed income or share markets in a meaningful way.
The...
Inflation is heading in the right direction. Yesterday’s annual trimmed mean inflation rate came in at 3.2%, down from 3.6% in the September 2024...
Poor US jobs data has increased the chance of a US rate cut this month, with some talk of a 50 basis point cut,...
There’s great anticipation for today’s quarterly Consumer Price Index (CPI) announcement. A higher-than-expected rate will increase the chances of a rate rise, and some...
We have a problem with housing. Yesterday the Monetary Policy Board minutes revealed members considered the risks to housing if rates were cut.
“Historical experience...
A combination of higher brent crude oil prices and stronger than expected US jobs data has the market concerned about inflation once again.
Global benchmark...


























