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Sep 10, 2024
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Sep 03, 2024
Fund to focus on providing investors with a monthly income solution while managing interest rate risk.
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Aug 27, 2024
“There was a little girl, who had a little curl, right in the middle of her forehead. When she was good, she was very, very good, but when she was bad, she was horrid.”
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Aug 05, 2024
Incredible moves in pricing suggest shallow liquidity (most likely) or a just a faint risk of a serious problem. RBA will watch and wait.
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Aug 01, 2024
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Jul 02, 2024
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Jun 27, 2024
- The early signs are that the RBA is more likely than not to raise rates in August. We expect rate cuts in early 2025.
- The CPI print was disappointingly high. The RBA is more likely than not to raise rates in August.
- The decision is not yet set in stone, as future data (2Q CPI) could change things. However, we expect the tax cuts starting 1 July will also start to show in liaison.
- The underlying economy is under pressure and rate hikes will only add to that. Rate cuts are likely to come in early 2025.
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May 01, 2024
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Apr 28, 2024
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Apr 12, 2024
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Apr 01, 2024
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Mar 22, 2024
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Mar 21, 2024
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Mar 20, 2024
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Mar 08, 2024
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Feb 16, 2024
The January labour force data was, superficially, terrible. Following a poor result last month (-65.1K printed, revised to -62.7K) there was some hope that there would be an improvement in the January data released on Thursday. There was not. The economy added an anaemic 0.5K jobs and the unemployment rate rose from 3.9% to 4.1%. The hours worked dropped 2.5%.
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Feb 05, 2024
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Feb 05, 2024
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Feb 05, 2024
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Dec 19, 2023
An apt description of long-term bond yields in the second half of 2023 could be “what goes up, must come down”…….. But could it go back up again?
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