There is mounting concern that US government tariffs and tax cuts may seriously disrupt the US bond market. JPMorgan CEO Jamie Dimon and billionaire...
There was strong domestic corporate bond issuance before the US election, and I thought most Australian companies had satisfied their 2024 funding requirements, so...
The temporary ceasefire may be extended, but the Strait of Hormuz remains closed, and the risk of an inflation breakout and recession is rising.
Goldman...
Private credit continues to garner the headlines. Rest Super announced yesterday it is strengthening its position in private credit. The fund has increased investment in...
The RBA Monetary Policy Board kept the cash rate on hold yesterday, as anticipated. Quarterly inflation rose in the September quarter to an annualised...
Not much is making sense at the moment, with wars, starvation, riots, tariffs, and now the possibility of additional tax on foreign investment flows...
