Australian Interest Rates

‘Tis the season to start feeling pessimistic and tighten the budget if the latest data is anything to go by. There’s been gloom and doom predicted for markets all...

What's that noise, you ask? That’s the sound of pressure being released out of the market. We've heard an ever louder cacophony of bearish market calls in recent...

The RBA hiked rates for the sixth consecutive month. With lead indicators showing signs of inflation coming off the boil and European banks starting to see stress,...

Inflation is the buzzword of our present time in the markets - and with good reason. After years of central banks suggesting that price rises would be transitory and...

Our fundamental model of Australian swap spreads that we released in December 2021 started the new year well, predicting the early tightening of 10-year swap spreads...

How central banks, markets and investors got interest rates (and inflation) so wrong – and what that means for investors. The ‘Uber Test’ (once the ‘Taxi Test’) is a...

A few weeks ago, I spoke to Bennelong Fund Management's Carl McMinn to discuss the changing market environment, what’s ahead for the sector, and how Quay is...

Welcome to this month's trade floor update. The RBA has raised rates for the second month in a row, and we haven’t seen the end of it. It’s a good time to be a bond...

The rate hiking cycle that investors are staring down is historic. After years of declining rates (more than a decade in the Reserve Bank's case), we are finally...