Recession? Hunting for yield?
Donald Trump is fast finding out that global uncertainty doesn’t help financial markets. The S&P500 was down overnight by 0.76% and...
Gross Domestic Product (GDP) grew 0.2% in the quarter ending 30 June 2024 and just 1% for the 2023-24 year, the lowest since 1991-92,...
Annual US inflation accelerated to 2.6% in October 2024, up from 2.4% in September. It’s the first increase in seven months. Coupled with expected...
Credit spreads are tight, but yields remain relatively high. This week we publish two very pertinent articles about yield.
First, an article from the Federated...
APRA surprised the market this week when they said they would phase out Capital Notes, otherwise known as hybrids, and Additional Tier 1 capital.
It’s...
There was strong domestic corporate bond issuance before the US election, and I thought most Australian companies had satisfied their 2024 funding requirements, so...
Private credit continues to garner the headlines. Rest Super announced yesterday it is strengthening its position in private credit. The fund has increased investment in...
Treasurer Jim Chalmers handed down the budget last night with the Libs stating they will honor many of the policies. So, no matter who...
The US Fed looks set to cut rates tonight, but will it be by 25 basis points or 50? I’m more inclined to think...
Will the RBA board cut the cash rate when it meets next, on 18th February? Economists at ANZ and CBA have stated they think...