Notes Archives

Notes

Week In Review – Inflation On The Rise (29 October 2025)

Elizabeth Moran

Quarterly inflation was announced this morning for the September 2025 quarter and was up 1.3%, taking annual inflation to 3.2%. According to the ABS,...

Notes

Week In Review – Headwinds For Investment Grade Credit (22 October 2025)

Elizabeth Moran

Markets look expensive. Credit spreads are tight. No wonder then that market commentators are opting for quality over yield. Apparently, major investors are actively reducing...

Notes

Week In Review – Private Credit Bankruptcy Worries Wall Street (15 October 2025)

Elizabeth Moran

Last month, privately owned, US auto parts maker First Brands filed for bankruptcy owing between US$10 to US$50 billion. As details emerge of the...

Notes

Week In Review – US Government Shutdown (8 October 2025)

Elizabeth Moran

The US government closed its doors last week as it reached an impasse on a number of important health care budget issues. Under US...

Notes

Week In Review – RBA Keeps Rates on Hold (1 October 2025)

Elizabeth Moran

The RBA Monetary Board, as widely expected, kept the cash rate on hold at 3.6% yesterday. The decision follows a higher than anticipated 3%...

Notes

Week In Review – ASIC Private Markets Action (24 September 2025)

Elizabeth Moran

ASIC has updated its private markets review which looks set to increase transparency in private credit. It seems that one of its focal points...

Notes

Week In Review – Markets Reach New Highs (17 September 2025)

Elizabeth Moran

Markets continue to reach new highs, in part due to an expected US Fed easing interest rate cycle. While the market widely expects a...

Notes

Week In Review – US Rate Cut Pending? (10 September 2025)

Elizabeth Moran

Poor US jobs data has increased the chance of a US rate cut this month, with some talk of a 50 basis point cut,...

Notes

Week In Review – Protect Capital (3 September 2025)

Elizabeth Moran

The market is irrationally exuberant according to more than one commentator, and can remain so for some time. But what are the early warning...

Notes

Week In Review – Battle Of The ETFs (28 August 2025)

Elizabeth Moran

Australian monthly inflation posted a shock rise yesterday as steep electricity price hikes saw annual headline inflation jump to 2.8% from 1.9% in July....