Credit spreads are tight, but yields remain relatively high. This week we publish two very pertinent articles about yield.
First, an article from the Federated...
Recession? Hunting for yield?
Donald Trump is fast finding out that global uncertainty doesn’t help financial markets. The S&P500 was down overnight by 0.76% and...
Sitting in my office watching the wind pick up and waiting for cyclone Alfred to hit the Queensland Coast has me thinking about catastrophe...
Donald Trump is disastrous for economic prosperity. In a few short months, he’s created much uncertainty and with heightened uncertainty, consumers and businesses typically...
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...
It’s been a relatively quiet week in bond markets with the domestic market focused on the share market reporting season.
The securitisation market kicked off...
Be prepared, isn’t that what the Boy Scouts and Girl Guides tell us?
Momentum is building with the market expecting the RBA Board to cut...
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...
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...
Will the RBA board cut the cash rate when it meets next, on 18th February? Economists at ANZ and CBA have stated they think...