Notes Archives

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 – US/Australia Duration Decisions (24 July 2024)

Elizabeth Moran

The US and Australia are at very different interest rate junctures. A US rate cut looks almost certain, with markets expecting a cut to...

Notes

Week In Review – Inflation Trimmed (30 January 2025)

Elizabeth Moran

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...

Notes

Week In Review – Five Bond Themes (12 February 2025)

Elizabeth Moran

It’s been a relatively quiet week in bond markets with the domestic market focused on the share market reporting season. The securitisation market kicked off...

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 – 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 – Sovereign Debt (26 March 2025)

Elizabeth Moran

Treasurer Jim Chalmers handed down the budget last night with the Libs stating they will honor many of the policies. So, no matter who...

Notes

Week In Review – Private Credit Focus (10 July 2024)

Elizabeth Moran

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...

Notes