Notes Archives

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 – 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 – Plenty Of New Issues (27 November 2024)

Elizabeth Moran

There was strong domestic corporate bond issuance before the US election, and I thought most Australian companies had satisfied their 2024 funding requirements, so...

Notes

Week In Review – Corporate Bond Issues (20 November 2024)

Elizabeth Moran

Annual US inflation accelerated to 2.6% in October 2024, up from 2.4% in September. It’s the first increase in seven months. Coupled with expected...

Notes

Week In Review – Trump Mandate (13 November 2024)

Elizabeth Moran

There’s plenty of speculation about what a new Trump presidency will bring to financial markets. Will inflation rise? Will the Fed continue cutting rates?...

Notes

Week In Review – Trump or Harris? (6 November 2024)

Elizabeth Moran

Did you back a winner yesterday? I gamble once a year and have no idea about any of the horses that run in the...

Notes

Week In Review – Inflation Trimmed (30 October 2024)

Elizabeth Moran

Quarterly inflation is heading in the right direction, albeit, still above the RBA board 2-3% target band. The trimmed mean for the September quarter...

Notes

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...

Notes

Week In Review – Catastrophe Bonds (16 October 2024)

Elizabeth Moran

Corporate bond issuance has slowed over the last few weeks, as we head into the US election on 5 November 2024. Interestingly, there’s still...

Notes

Week In Review – Inflation Not Tamed? (9 October 2024)

Elizabeth Moran

A combination of higher brent crude oil prices and stronger than expected US jobs data has the market concerned about inflation once again. Global benchmark...