bonds

Since the hawkish Fed meeting in June, investors have talked of a ‘policy mistake’ that could undermine the central bank’s Flexible Average Inflation Targeting...

Strong underlying fundamentals and a favourable outlook for 2022 and beyond are apparent across non-investment grade (IG) credit. Within such markets, issuer default...

If the world thought 2020 was "unprecedented", then what, my friends, could we describe as the seven months we have seen so far of 2021?  In just over half a year,...

Credit Suisse is bullish on equities over the medium term, despite the "froth" that is clearly disseminating across the market and investor's all-enveloping fear of...

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...