AI capital spending may be contributing to higher real rates, but there is little evidence that it’s due to AI bond issuance crowding out...
By Matt Simpson, Senior Market Analyst, City Index There’s no escaping the fact that Australian inflation continues to point the wrong way for the RBA...
Incarceration Day If April 2nd was Liberation Day, this may feel like Incarceration Day then. In any case, let’s party as if it were pre-April 2025. The...
Safety Concerns We have written and spoken about the shortage of “safe havens” or high-quality assets in the world. There exists an ever-pressing need for...
Following the release of CPI figures this week, Mutual Limited’s CIO Scott Rundell looks at how markets have reacted and the short-term outlook. Australia’s inflation...
By Haran Karunakaran, Investment Director at Capital Group Key takeaways The last few months have seen a significant change in the macroeconomic environment. Policy rates...
By Daleep Singh, Vice Chair and Chief Global Economist at PGIM Overheating: The Collision of Two Eras My base case for the U.S. economy is now...
Globally, central banks are starting to cut interest rates, New Zealand and UK have both cut and cuts look imminent in the US. Our...
Anna Dryer, a portfolio manager in the Fixed Income Division at T. Rowe Price shares her views on the upcoming US election and its potential...
This is an excerpt from the Mawer ‘Art of Boring podcast’ and features Sandro Morassutti and Marty Lee, both credit analysts. Sandro Morassutti - A...

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