Australian Interest Rates

Cooling inflation has markets betting on a rate pause. UBS explains why consumer-exposed stocks could be the winners.

The broker argues investors are focusing too much on interest rates and not enough on what's happening beneath the surface of companies.

Markets had hoped for tighter fiscal policy and a larger reduction in the supply of government debt in last night's Commonwealth budget.

A whiff of stagflation is back as rates hit 4.35%. Inflation is rising, growth is slowing - and the RBA may have no easy way out.

Geopolitical backdropTensions between the U.S. and Iran have escalated sharply, marked by military exchanges and increasingly confrontational rhetoric. Attacks on key...

The RBA is underachieving on inflation and overachieving on employment, with monetary policy that is hardly restrictive.

We narrowly favour a rate hike in March .with scenario work suggesting the cash rate could reach 4¼-4¾% on persistent inflation.

Schroders’ Sebastian Mullins and Ben Arnold on why selectivity, not calm markets, is driving opportunity today.

In news that surprised little in markets, a rate hiking cycle has begun, here’s how we are positioning portfolios accordingly.

MYEFO delivered a modest deficit upgrade, but long-term spending pressures continue to cloud Australia’s fiscal outlook.