When we spoke with Charlie Jamieson from Jamieson Coote Bonds about Australian rates back in April, he told us to expect the two cuts we’ve seen since. So, where to from here? “We absolutely believe the RBA has more to do, and we fully expect rate cuts in February next... Show More
Chris Stott, Chief Investment Officer at Wilson Asset Management, thinks the Australian market is fairly priced at its current PE of around 15-16 times - slightly above the long-term average. With rate hikes due in the US opening the possibility of a short-term correction, plus the expectation of further rate... Show More
Vimal Gor, Head of Income & Fixed Interest at BT Investment Management, doesn't expect to see inflation picking up anytime soon. With broad-based weakness in inflation, both domestic and tradeable, it would be surprising to see interest rate cuts achieve their objective. "What we're seeing is a global deflation pulse... Show More
At a media briefing in Sydney on Friday, Steve Miller, the Head of Fixed Income at Blackrock says the strength of Australia’s economy has taken him by surprise. In early 2015 Miller was quoted saying that he was alarmed by the declining terms of trade and the outlook outside of... Show More
"The Reserve Bank of Australia’s decision to leave interest rates on hold at 2.0% for a third consecutive month appears to diminish the chances that rates will eventually fall to 1.5% as we have been forecasting. Nonetheless, we doubt that 2.0% will mark the floor as we believe the RBA... Show More