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 moreAustralia’s superannuation system is world-famous, at least among policy wonks and global fund managers! This is because of its overall size, currently at AUD 4.4 trillion in assets, which is the fourth-largest pool of retirement savings in the wo ...
Learn moreThe war in the Middle East continues to play havoc with global inflation, bond yields, and growth. After three-consecutive rate rises, the RBA will likely keep rates on hold next month. Meanwhile, the US is moving from a position of a possible rate cut ...
Learn moreGovernment interest payments on public debt will be a hot topic in 2026. As the income tax cuts from Trump’s Big Beautiful Bill Act come into force, attention will again turn to the sustainability of US debt. Japanese interest payments will also g ...
Learn moreAs expected, the RBA cut the cash rate by 25 bps to 3.6% at its August meeting. Even your Uber driver could have predicted the outcome given recent data! However, rather than focussing on the interest rate cut they all so desperately wanted last mee ...
Learn moreThe White House hasn’t been this exciting since Martin Sheen was president! From Ukraine to USAID, Gaza to Guantanamo, there has been non-stop drama. Tariffs have been the main focus for Wall Street and economists. Just as inflation was coming und ...
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 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 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 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 ...
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