The RBA and Federal Reserve are both having a breather as inflation continues to head in the right direction. More interest rate increases are coming but their economies are proving resilient. The UK is an outlier with its stubbornly higher inflation. C...
Learn moreThe RBA did it again, raising interest rates by 25 bps to 4.10 percent on Tuesday: the highest level since April 2012. The world was a little different back in 2012, the RBA had been mostly cutting rates since the GFC and then governor Glen Stevens was ...
Learn moreIn 1986, then treasurer Paul Keating warned that Australia could become a “banana republic”. 38 years later, has Australia become an iron ore and coal republic? “This is the lucky country, we can dig up another mound of...
Learn moreThere is no rest for the wicked and so after a short pause, the RBA is back at it again. Dr Lowe raised the cash rate by another 25 bps on Tuesday with the promise of more increases if needed. Inflation may be slowly falling, but not fast enough for the...
Learn moreThe Big RBA Unwind During the height of the COVID-19 pandemic, the RBA pumped billions into the financial system. Now we are in the middle of the big unwind as the RBA looks to tighten financial conditions further in response to high inflation. ...
Learn moreThe risk-adjusted returns in Australia’s emerging private debt sector consistently beat comparable investments in the more sophisticated markets of Europe and the US, says Christian Brehm, CEO of FC Capital. Australia’s i...
Learn moreSYDNEY | WEDNESDAY, 22 MARCH 2023 Type of announcement – new fund launch Fund Name: FC Senior Credit Fund I FC Capital announces new closed-ended private credit fund Sydney based FC Capital, an alternative asset management firm w...
Learn moreInterest 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 moreOn 7 March, the RBA did what was expected and raised the official interest rates by 25 bps to 3.60 percent. It was the tenth increase in a row. More increases will come this year, but we should start to see a slowdown in rate increases going forward. Th...
Learn moreThe Australian economy has many commentators puzzled. Interest rates and inflation have risen to their highest levels in years but households seem to be ok: unemployment remains low and household spending keeps increasing. The only sign of stress seems ...
Learn more