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 – Catastrophe Bonds (16 October 2024)

Elizabeth Moran

Corporate bond issuance has slowed over the last few weeks, as we head into the US election on 5 November 2024. Interestingly, there’s still...

Notes

Week In Review – Inflation Not Tamed? (9 October 2024)

Elizabeth Moran

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...

Notes

Week In Review – Corporate Bond Record (2 October 2024)

Elizabeth Moran

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...

Notes

Week In Review – Rate Expectations (25 September 2024)

Elizabeth Moran

Does your portfolio align with your interest rate expectations? Yesterday the RBA Board elected to keep the cash rate on hold at 4.35%, in contrast...

Notes

Week In Review – US Rates Watch (18 September 2024)

Elizabeth Moran

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...

Notes

Week In Review – Hybrid Bombshell (12 September 2024)

Elizabeth Moran

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...

Notes