Markets wrestled with looming US tariffs and finally realised that falling indices may impose little discipline on Trump. However, the unpredictability of US policy, with its announcements followed by delays and more announcements, is making matters wor ...
Learn moreThe RBA left the official cash rate unchanged at 4.1% This meeting marked the first meeting of the RBA’s new Monetary Policy Board (MPB). In line with previously announced changes, the RBA has now split the RBA Board into the MPB and the G ...
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 more33 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 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 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 moreThe RBA left rates on hold for the ninth-straight meeting. Since November, the RBA has gone from needing confidence that inflationary pressures are easing to growing in confidence that they are. This is a big revelation! The Board has finally si ...
Learn moreWhether it is retail sales in Australia and China, consumer spending in Japan, increased GDP growth in the euro area, or a jubilant stock market in the US, there is suddenly more optimism in the air. Of course, there is also increased policy uncerta ...
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