News, 03 Feb 2025

Securitisation in Australia: Non-banks are stepping up

Chart of the Month - January 2025

Back 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 ...

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News, 08 Nov 2024

Back in the USA

Economic Update - October 2024

While the world holds its collective breath for the outcome of the US election, the RBA finds itself stuck with sticky service inflation. What happened in Australia? The RBA just can’t win. While inflation has fallen from 3.8% in the June ...

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News, 02 Aug 2024

Rotation and spinning

Economic Update - July 2024

Continuing 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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News, 02 Apr 2024

Stock Market Highs Amidst Global Economic Shifts

Economic Update - March 2024

Bridges may be crashing down, cargo ships sinking in the Red Sea, and the Panama canal drying up but the major stock markets continue to push new highs. If we are in an AI stock market bubble, surely ChatGPT would tell me? The US has gone from &ldqu ...

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News, 21 Dec 2022

Economic Update - December 2022

Positive economic results in December makes for a complex picture going forward. Central banks have seen enough of a slowdown in inflation to moderate their rate rises, but not enough of a slowdown in their economies to stop raising rates in Q1. Further ...

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