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 moreThe two-week ceasefire for the Iran war became indefinite, according to the US, while the blockade of the Strait of Hormuz was doubled. Markets reacted to daily social media posts from President Trump and Iran with their own rhythm. Central banks are po ...
Learn moreWe are now into the second month of the Iran War, and much like a tropical storm; it is unclear how long it will rage for and how much damage it will do. But the longer it goes on, the worse it will be for the global economy. ...
Learn moreThe RBA raised interest rates by 25 bps to 4.1%. It was a split decision, with five members of the Board voting for the increase and four voting to leave rates at 3.85%. Recent data confirmed to the RBA that there is still too much inflationary pres ...
Learn moreTwo weeks after his election win, Prime Minister Anthony Albanese arrived in Rome in triumph. While Australian prime ministers are not ordained by God, he may have offered his thanks at the first mass of the new pope. Three months ago, many expected ...
Learn moreThe RBA left rate on hold at 4.35%. Governor Michele Bullock did not have time to watch the Melbourne Cup. For many, the RBA rate decision is what truly stops the nation. The recent big fall in headline inflation is good news but underlying infl ...
Learn moreAt a Glance: The private credit market is growing fast but faces regulatory scrutiny due to high leverage and reliance on cash guarantees Asset-Backed Lending offers a more structured and predictable risk profile making it an attracti ...
Learn moreEven when central bankers are surprised, they do so conservatively. Jerome Powell cut rates 50 bps but then did his best to allay any concerns that the US economy is secretly worse than it seems. Meanwhile, in Oz, the RBA remains alert but not alar ...
Learn moreThe RBA left rate on hold again at 4.35%. Michele Bullock, Governor of the Reserve Bank of Australia (RBA), is feeling the pressure. Rates are falling elsewhere, even across the ditch in New Zealand. Comments from the Treasurer and a former Labor tr ...
Learn moreWhat do central bankers like to do in their spare time? If the annual meeting in Jackson Hole Wyoming is a gauge, they like hiking and canoeing. Both activities typically follow a set route and are performed at a leisurely pace. Should we expect anythin ...
Learn moreContinuing good inflation data in the US has sent markets into the “great rotation”. However, the Federal Reserve still needs a little more good news before it decides to cut. In Australia, the all-important June quarter CPI print was a mixe ...
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