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...

Since General Property Trust became Australia's first ASX-listed real estate investment trust 50 years ago, the pitch has barely changed. Australian real estate...

Government bonds offer a compelling opportunity for income investors as the world adapts to once-in-a-generation economic challenges and central banks struggle to...

The year 2024 has been thrown around a lot lately. Why? It's the year the RBA has indicated that interest rates will begin to rise. Despite banks including CBA and...

With the now familiar ‘reflation trade’ (one of the more overused terms of 2021!) now evident, the resulting steeper interest rate yield curve is providing a happy...

For the first time in more than 12 months, the world recently paused to consider what a higher interest rate might look like. Just over the ditch from us, the Reserve...

In March 2020 the Reserve Bank (RBA) of Australia was the first central bank to cut interest rates explicitly in response to the Covid-19 outbreak. To further support...

The local market started slightly positive before market-level global buying popped it up on another low turnover day. We are on the sixth consecutive week without a...

After a decision to keep rates lower for longer, many market commentators fear that the RBA's ever expanding balance sheet is putting the economy on track for...

Nucleus Wealth's Chief Economist Leith van Onselen, Head of Investments Damien Klassen, Head of Advice Tim Fuller and Economist Dr Cameron Murray discuss the drivers...

Bonds experienced their fastest sell off since 2009, resulting in the largest one month rise in 10-year yields. Given the economic outlook is looking more positive...