bonds

Well, I think we can all agree it's been a strange week. Masks are once again mandatory in New South Wales, borders are shuttered, and travel plans, devastatingly,...

It's been a big week for data out of the US. Inflation numbers and employment figures have led the charts this week, with a few serious surprises in there. Who would...

Recently, the Reserve Bank of New Zealand caused markets to react after announcing that interest rates could be on the rise sooner than expected. The New Zealand...

Overnight, Westpac printed the first monster senior bond deal from a major bank since before the pandemic. We had repeatedly predicted that a major bank would come to...

Our team were chatting recently about the amount of change in markets and economies over the last 12 months or so, and some of the weight of numbers that keep building...

One significant event risk that we have been actively positioning for is a tsunami of senior bond issuance from Australia’s banks as they seek to gradually repay the...

The latest version of Coolabah’s Complexity Premia podcast, hosted by myself and Ying Yi Ann Cheng, is live where we discuss key developments in macro markets,...

Bonds have long been held up as the epitome of defensive asset allocation. For years, government bonds have been the go-to for the investor wanting to make solid...

In the AFR I write that the Reserve Bank of Australia’s Governor Phil Lowe did a sublime job this week of radically recalibrating flawed market perceptions of the...

Jock! Start the Engine! The longer the rout in global bond markets continues, the more difficult it will become for central banks to control. We continue to...