central banks

Latest news and analysis on central banks

Fixed Income

Why your portfolio can't wait for the first interest rate cut

Three reasons why it makes sense to diversify with bonds now.
Robert Mead
PIMCO
Fixed Income

What to expect when you’re expecting rate cuts

CIO Dan Ivascyn discusses the benefits of locking in today’s elevated bond yields ahead of potential rates cuts around the globe.
PIMCO .
PIMCO
Macro

The scenario the Fed and RBA fear the most is upon us: Stagflation!

Inflation is heating up as economic growth is slowing. Should central banks hike rates to fight inflation or cut them to help the economy?
Carl Capolingua
Livewire Markets
Macro

The Fed abandons interest rate guidance: What's next?

A notable pushback from Jerome Powell hits the markets hard.
Hans Lee
Livewire Markets
Private Assets

With the ‘Great Accommodation’ ending, the nature of collateral becomes more important for private credit

Clive Smith looks at how the type of collateral underpinning private credit becomes more important as the 'great accommodation' ends
Clive Smith
Russell Investments
Outlook Series

What's next for central banks and what will it mean for investors?

What will "peak rates" mean for investors in Australia - and when can we expect rate cuts?
Shane Oliver
AMP
Macro

Charts of the Year: 2023’s most popular visualisations, Part II

To kick off the new year, we present you with a second volume of charts looking back at 2023.
Macrobond Financial
Macrobond Financial
The Pitch

The signs that could suggest market recovery

And the sectors to watch across 2024, according to Hubert Aarts, Deputy CIO for Impax Asset Management.
Chris Conway
Livewire Markets
Macro

The signals that central banks are watching now

Our economist looks at evolving data trends to assess growth, employment, inflation and hence policy action.
Macrobond Financial
Macrobond Financial
Asset Allocation

4 actions to take right now to protect your investments against recession

The Fed and RBA have hiked rates aggressively. This almost always means recession. Here are some actions to take to protect your portfolio.
Isaac Poole
Ascalon Capital
Macro

The one asset you must own if a "crisis of confidence" grips financial markets

The subject of one of Livewire's most viewed interviews offers an update to his views - from the outsider's perspective.
Hans Lee
Livewire Markets
Fixed Income

Why now is the time to go overweight on bonds

Rates pricing may also be trying to tell the Reserve Bank an important message.
PIMCO .
PIMCO
Macro

Charts of the Week - Foreign workers in Japan, equities’ waning appeal and disinflation

This week’s charts begin by visualising the steady increase in foreign workers hosted by historically immigration-averse Japan.
Macrobond Financial
Macrobond Financial
Macro

Charts of the week: China’s weak borrowing, central bank challenges, natural disasters

Chinese households avoid borrowing, Fed dot plot tightens, UK inflation crunch, OECD producer prices fall while CPI lags and more.
Macrobond Financial
Macrobond Financial
Macro

Central bank balance sheets, retirees and the big three Aussie exports

This week’s charts begin by examining the relationship between central banks’ balance sheets and stocks.
Macrobond Financial
Macrobond Financial
Macro

De-dollarisation: the yuan’s use grows, but the greenback’s global role is proving to be stubborn

Our visualisations explore different roles of the global reserve currency.
Macrobond Financial
Macrobond Financial
Equities

Macquarie's 10 best long ideas (and 12 shorts)

Is a US recession your base case? In this wire, Macquarie analysts name the stocks they're backing in this scenario.
ALD
ALU
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Ally Selby
Livewire Markets
Signal or Noise

Signal or Noise: Is this the start of a second Global Financial Crisis?

Livewire's series for economics takes a closer look at the multi-asset implications of the recent global banking crises.
Hans Lee
Livewire Markets
Macro

Inflation was the focus - then global banking broke

It's been a remarkable week for global banks - and the implications for two huge central bank meetings this week are still up for debate.
Hans Lee
Livewire Markets
Macro

Farewell low “inflation” and interest rates?

Investors are assuming the “Great Moderation” remains intact. But the tectonic plates are shifting – and bode ill for long-term returns.
Chris Leithner
Leithner & Company Ltd
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