Australian Interest Rates

The return of the term premium, which could increase given the deteriorating fiscal outlook, points to the risk of higher US bond yields.

RBA defies cut bets and holds in its July meeting; resilient data point to rising short yields and curve flattening.

Here I unpack the possibility of faster and deeper RBA cuts, and what it would for equity investors.

Find out why we maintain a less dovish view than the RBA on interest rate expectations and favour Australian bonds over U.S. bonds.

RBA staff have revised down the estimated neutral rate cash rate to c2¾%, although it is not clear if policy-makers take it at face value.

David Bassanese says his base case is the RBA takes rates to 3.35% this year, while other economists warned the cut is a mistake.

Matthew Haupt from Wilson Asset Management and Tim Johnston from Tyndall Asset Management analyse stocks set to benefit from rate cuts.

Matthew Haupt from Wilson Asset Management and Tim Johnston from Tyndall Asset Management discus how lower rates will impact ASX investing.

Matthew Haupt from Wilson Asset Management and Tim Johnston from Tyndall Asset Management discuss rate cut winners and losers.

Talk the Fed could restart QE programs to cap bond yields if they rebound on new inflation worries has been dismissed by economists.