Notes Archives

Notes

Week In Review – Private Credit Focus (10 July 2024)

Elizabeth Moran

Private credit continues to garner the headlines. Rest Super announced yesterday it is strengthening its position in private credit. The fund has increased investment in...

Notes

Week In Review – Sovereign Debt (26 March 2025)

Elizabeth Moran

Treasurer Jim Chalmers handed down the budget last night with the Libs stating they will honor many of the policies. So, no matter who...

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Week In Review – US Rates Watch (18 September 2024)

Elizabeth Moran

The US Fed looks set to cut rates tonight, but will it be by 25 basis points or 50? I’m more inclined to think...

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Week In Review – Not Making Sense (11 June 2025)

Elizabeth Moran

Not much is making sense at the moment, with wars, starvation, riots, tariffs, and now the possibility of additional tax on foreign investment flows...

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Week In Review – What Will the RBA Do? (15 January 2025)

Elizabeth Moran

Will the RBA board cut the cash rate when it meets next, on 18th February? Economists at ANZ and CBA have stated they think...

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Week In Review – US Markets React (17 July 2024)

Elizabeth Moran

The assassination attempt on Donald Trump shouldn’t come as a surprise given his polarising views. Uncertainty can send investors back into safe-haven assets, but...

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Week In Review – Cash Rate On Hold (2 April 2025)

Elizabeth Moran

The Monetary Policy Board (the new name for the RBA cash rate board) left the cash rate on hold this week at 4.1% as...

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Week In Review – Rate Expectations (25 September 2024)

Elizabeth Moran

Does your portfolio align with your interest rate expectations? Yesterday the RBA Board elected to keep the cash rate on hold at 4.35%, in contrast...

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