Notes Archives

Notes

Week In Review – Eyes On The US (23 October 2024)

Elizabeth Moran

Global bonds have been selling off this week as strong US data has participants reassessing US rate cut expectations. The US 10-year was up...

Notes

Week In Review – Impact of US Tariffs (16 July 2025)

Elizabeth Moran

The impact of higher US tariffs is starting to show in the numbers with US annual headline, June CPI, increasing to 2.7%, up from...

Notes

Week In Review – Rate Relief (19 February 2025)

Elizabeth Moran

The RBA Board cut the cash rate yesterday from 4.35% to 4.10%, a big relief to the one third of Australians that have a...

Notes

Week In Review – RBA Keeps Rates on Hold (1 October 2025)

Elizabeth Moran

The RBA Monetary Board, as widely expected, kept the cash rate on hold at 3.6% yesterday. The decision follows a higher than anticipated 3%...

Notes

Week In Review – New Capital Notes Bank Offer (21 August 2024)

Elizabeth Moran

The US Fed looks like it’ll cut interest rates this year while at home the RBA still hasn’t ruled out the possibility of a...

Notes

Week In Review – Political Stability (7 May 2025)

Elizabeth Moran

The Federal election and the eloquent speeches afterwards by the two party leaders, reinforces our stable democracy and that Australia is a good place...

Notes

Week In Review – Inflation Trimmed (30 October 2024)

Elizabeth Moran

Quarterly inflation is heading in the right direction, albeit, still above the RBA board 2-3% target band. The trimmed mean for the September quarter...

Notes

Week In Review – Case For Cutting Growing (23 July 2025)

Elizabeth Moran

The RBA Board minutes were released yesterday after keeping rates on hold this month at 3.85%. The case for cutting in August is growing...

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