US government shutdown
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Week In Review – Eyes On The US (23 October 2024)

Elizabeth Moran
Global bonds have been selling off this week as strong US data has participants reassessing US rate cut expectations. The US 10-year was up...
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US government shutdown
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Week In Review – Impact of US Tariffs (16 July 2025)

Elizabeth Moran
The impact of higher US tariffs is starting to show in the numbers with US annual headline, June CPI, increasing to 2.7%, up from...
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US government shutdown
Notes

Week In Review: Rate Hike – No Slam Dunk (18 March 2026)

Elizabeth Moran
The RBA Monetary Policy Board increased the cash rate by 0.25% to 4.10% yesterday as predicted by most economists. According to Adam Bowe of...
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US government shutdown
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Week In Review – Rate Relief (19 February 2025)

Elizabeth Moran
The RBA Board cut the cash rate yesterday from 4.35% to 4.10%, a big relief to the one third of Australians that have a...
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US government shutdown
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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%...
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US government shutdown
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Week In Review: Sovereign Risk Front of Mind (1 July 2026)

Elizabeth Moran
Not so long ago, sovereign rates were fairly stable and of little concern to investors, but fiscal spending to assist during the pandemic and...
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US government shutdown
Notes

Week In Review – New Capital Notes Bank Offer (21 August 2024)

Elizabeth Moran
The US Fed looks like it’ll cut interest rates this year while at home the RBA still hasn’t ruled out the possibility of a...
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US government shutdown
Notes

Week In Review – Political Stability (7 May 2025)

Elizabeth Moran
The Federal election and the eloquent speeches afterwards by the two party leaders, reinforces our stable democracy and that Australia is a good place...
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US government shutdown
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Week In Review: Government 10-Year Spikes (17 December 2025)

Elizabeth Moran
Looking back on 2025, it’s been a rollercoaster year for interest rates. We’ve lurched from multiple rate cuts to a shallow easing cycle and...
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US government shutdown
Notes

Week In Review: Central Banks Tightening (16 September 2026)

Elizabeth Moran
Markets are pricing in almost a 90% chance of a US Fed rate hike, taking its target range to 3.75-4.00%, expected overnight. US Core...
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