Notes Archives

Notes

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...

Notes

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...

Notes

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...

Notes

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...

Notes

Week In Review – Trump Reigns (22 January 2025)

Elizabeth Moran

Trump is back in power after his inauguration overnight. US government bond yields fell to finish the day at 4.582% after he delayed a...

Notes

Week In Review – US/Australia Duration Decisions (24 July 2024)

Elizabeth Moran

The US and Australia are at very different interest rate junctures. A US rate cut looks almost certain, with markets expecting a cut to...

Notes

Week In Review – A Sea of Red (9 April 2025)

Elizabeth Moran

The ASX 200 is down almost 16% from its recent mid-February high. Investors are selling down equities looking for defensive assets, unsure of how...

Notes

Week In Review – Corporate Bond Record (2 October 2024)

Elizabeth Moran

Did you know there’s been a record set for annual Australian corporate bond issuance this year? KangaNews recently announced issuance of $21.4 billion, topping...

Notes

Week In Review – Inflation Trimmed (30 January 2025)

Elizabeth Moran

Inflation is heading in the right direction. Yesterday’s annual trimmed mean inflation rate came in at 3.2%, down from 3.6% in the September 2024...

Notes

Week In Review – CPI Data Awaits (31 July 2024)

Elizabeth Moran

There’s great anticipation for today’s quarterly Consumer Price Index (CPI) announcement. A higher-than-expected rate will increase the chances of a rate rise, and some...