33 months after her predecessor began raising rates post-pandemic, Michele Bullock has finally cut rates. The 25 bps cut was widely expected but the market is not sure how to feel about the hawkish tone of the decision. While the cut brings sweet ...
Learn more33 months after her predecessor began raising rates post-pandemic, Michele Bullock has finally cut rates. The 25 bps cut was widely expected ...
Learn more33 months after her predecessor began raising rates post-pandemic, Michele Bullock has finally cut rates. The 25 bps cut was widely expected ...
Learn moreA lot has happened in President Trump’s first 100 days. For many of its allies, America no longer seems like a steadfast partner. Trust has given way to disbelief and uncertainty. Trump cajoled NATO members to increase military spending in his fir ...
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 moreWhen President Donald Trump imposed tariffs on aluminium and steel in his first term, Australia was able to eventually gain an exemption. However, this time around, Trump said there will be no exemptions: “It's 25 per cent, no exemptions, ...
Learn moreOver the last 16 months and particularly in the last 6 months, online sales have outpaced total retail sales (see chart below). The RBA expected consumer spending to start increasing from the December quarter, it looks like much of the increase is going ...
Learn moreJanuary felt unusual. While the usual ream of data hit the Bloomberg terminals during the month, many people’s attention turned to a little old party in good ol’ Washington, DC. After his inauguration parade, President Trump sat on stage and ...
Learn moreBack in 2007, Pirates of the Caribbean: At World’s End topped the global box office and Asset-Backed Securities (ABS) issuance was riding high. But as the Global Financial Crisis hit full stride in 2008, the champagne went flat for ABS. ABS tumble ...
Learn moreVacancies have more than doubled for some Australian industries since just before the pandemic. Companies just can’t get enough workers! This is despite rising interest rates and a slowing economy. The situation is similar in the US, however, ther ...
Learn moreAt a Glance: Private debt markets are sensitive to economic cycles, with deal flow booming during growth phases and distressed opportunities increasing in downturns. Diversification and liquidity help stabilise portfolios and capture ...
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 ...
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