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 ...
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...
Learn moreAt 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 moreBridges 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...
Learn moreRenters are doing it tough in Australia’s major cities, but overseas institutional investors see an opportunity in the multifamily built-to-rent space. Our chart of the month below, shows that rental vacancy in Australia is now among the lowes...
Learn morePositive 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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