Australian Interest Rates

One of the larger fixed-income anomalies observed in 2021 was the record increase in the spread between interest rate swaps and Commonwealth government bond yields,...

In our 2019 market insight titled ‘Federal Funds Rate projections. They expect what???’, we covered what the US Federal Reserve’s expectations for interest rate...

Much has been written about how a deterioration in residential mortgage lending standards, questionable structuring and indiscriminate buying of AAA-rated bonds led...

We believe there are growing risks to the credit spreads of financials, despite what market sentiment might suggest. This is technical in nature rather than...

The inflection points in financial markets look clearer in the charts than they feel in the heat of the moment. When it comes to monetary policy, the watersheds are...

After days of speculation that saw the RBA hold Australian bond investors to the flame, only to come out with a far less “hawkish” hint rates would likely not rise...

QBE is currently trading at a 27% discount to the ASX200 on a 12-month forward basis, 16% below its 10-year average. Blake Hendricks from Firetrail outlines three...

The Australian housing market is a source of endless barbeque conversation and media pontification. Potential first home buyers complain that they are perpetually...

The outlook over the next two years is not without risk. There will always be uncertainties in investing, from bouts of geo-political tension and financial hazards, to...

Today's income investors might be forgiven for thinking the old certainties are not only upside down but all over the place. It's bewildering. Asset classes that...