At a Glance: The Federal Reserve's delays in the much anticipated rate cuts have widespread implications for the U.S. economy and the private sector. In this higher-for-longer interest rate environment, U.S. fund managers are deal...
Learn moreUS tech stocks tore it up in February with Nvidia and Meta reaching new highs. Meanwhile, the Chinese stock market found its inner dragon, Germany’s green economics is seeing red, and Australia ponders strong wage growth, falling iron ore prices, ...
Learn moreBack in 1947, Australia’s immigration minister called on Australia to “populate or perish”. Instead, Australia has populated and prospered. Australia’s population growth makes it a standout among comparable economies and as t...
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 moreAt a Glance: The U.S. market's abundant dry powder creates a highly competitive environment, with investors and General Partners (GPs) targeting larger, established companies, often leaving smaller, viable businesses underfunded. Despi...
Learn moreCentral banks are still waiting to see more data before declaring victory against inflation but it seems like the war has already been won. ”Happy Xmas (The war is over).” Even better, a soft landing still seems the most likely outcome for t...
Learn moreAfter raising interest rates at its November meeting, the RBA did not have enough information at its December meeting to justify any bold moves. A decrease in monthly inflation for October was encouraging and the large increase in the quarterly Wage Pri...
Learn moreAustralia has the tenth-highest Greenhouse Emissions (GHG) per capita in the world. Our top ten GHG emitters produce 45% of our emissions. Seven of these emitters are electricity producers (see chart below). The fourth-largest emitter, Origin Energy, is...
Learn moreWith the latest quarterly inflation data surprising on the upside, the RBA raised interest rates on Melbourne Cup Day “Without a fight”. Prior to the September quarterly inflation data, the market believed that another interest rate increase...
Learn moreThe expertise and financial solidity of the servicer is something people often overlook in specialty finance. Christian Brehm of FC Capital explains why this would be a mistake. How would you describe FC Capital's approach ...
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