Three months into the job and Fed Chair Kevin Warsh is still facing questions over his credibility. In particular, the bond market still has questions. Meanwhile, in Australia, the RBA governor stated that the RBA was willing to raise rates for the four ...
Learn moreThree months into the job and Fed Chair Kevin Warsh is still facing questions over his credibility. In particular, the bond market still has questi ...
Learn moreThree months into the job and Fed Chair Kevin Warsh is still facing questions over his credibility. In particular, the bond market still has questi ...
Learn morePrivate credit is stepping in, as Australia's middle market borrowing landscape undergoes a structural shake-up. Bank exposure to unrated mid-sized borrowers has been reduced, and it is this realignment that has created a sustained supp ...
Learn moreIt has been a wild start to the year. Tariffs, floods, and Ange Postocoglou getting sacked at Tottenham 17-days after winning the Europa League! Despite all this, Australia’s real GDP grew 0.2% in the March quarter, on a quarterly basis (see chart ...
Learn moreInflation is rearing its ugly head again in the US and UK. Santa may find that the fire at the end of the chimney is hotter than he bargained for! Meanwhile, in Australia, the RBA has signalled that interest rate cuts are on their way as the Australian ...
Learn moreNational property prices fell for the first time in 22 months in December and was enough to push the December quarter into the red. Capital cities (namely Sydney and Melbourne) dragged the national average down (see chart below). Is this a sign of the v ...
Learn moreThe RBA left rates on hold for the ninth-straight meeting. Since November, the RBA has gone from needing confidence that inflationary pressures are easing to growing in confidence that they are. This is a big revelation! The Board has finally si ...
Learn moreThe RBA left rates on hold at 4.25%. The RBA does not want to have to raise rate but it is deeply concerned about the forecasted path of inflation. Inflation is now expected to take even longer to fall within the target band! For the mome ...
Learn moreThe cash rate was left unchanged on Tuesday. It’s been a bumpy ride over the last 6 months in terms of economic data according to RBA Governor Michele Bullock. The weight of data in the last half of 2023 and early 2024 suggested that the next ...
Learn moreThe cash rate was left unchanged on Tuesday. RBA Governor Michele Bullock channelled Paul Atreidies at her press conference in talking about “keeping on the narrow path” to a soft landing. However, in terms of interest rate cuts, we are ...
Learn moreGovernor Michele Bullock left the cash rate unchanged on Tuesday. In December, the RBA had been reluctant to act without more information. By the meeting in February, they had received more information and there were no major surprises. Goods in ...
Learn moreThe RBA paused again as the economy slowed. While inflation “remains too high” and the labour market is tight, the RBA talked about “below-trend” economic growth, weak household consumption, and weak dwelling investment for the f ...
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