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Insights, 30 Mar 2023
Chart of the Month - March 2023 Are bad loans to Commercial Real Estate (CRE) the next stage of the US banking crisis? The inflation-recession dichotomy has been busted by a US and Swiss banking crisis. Duration risk and an old fashioned bank ru...
Learn moreNews, 09 Mar 2023
Interest rates will still need to rise higher and for longer, but there are signs in Australia and the major economies that a slowdown is coming. How fast that slowdown occurs will determine the actions of central banks over the next year. What is h...
Learn moreNews, 07 Feb 2023
Commentary on Reserve Bank Board Interest Rate Decision - 7 February 2022 On 7 February, Australia had its own version of Groundhog Day with the RBA Board increasing the official interest rates by 25 bps to 3.35 percent. It was the ninth increase in...
Learn moreNews, 21 Dec 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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