Will the RBA board cut the cash rate when it meets next, on 18th February? Economists at ANZ and CBA have stated they think...
Bond issuers don’t like uncertain markets. It’s harder to price new issues, especially if there’s volatility in benchmark government bond prices. So, Trump’s relaxation...
There is mounting concern that US government tariffs and tax cuts may seriously disrupt the US bond market. JPMorgan CEO Jamie Dimon and billionaire...
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...
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....
Not much is making sense at the moment, with wars, starvation, riots, tariffs, and now the possibility of additional tax on foreign investment flows...
No one knows how the Middle East conflict will evolve. I’m reminded of the Talking Heads song, ‘Road to Nowhere’. There are multiple possible...
Strong US corporate bond issuance and demand show no signs of letting up with calendar year-to-date issuance of around US$309 billion, up almost 30%...
The Bloomberg US Aggregate Bond Index is on track for its best performance since 2020. The index has returned about 6.7% this year, with...
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...


























