Fed rates

In this update, we explore how long markets can ignore tariff drama, the odds of a Fed rate cut and the good news for small caps.

While the Federal Open Market Committee (FOMC) kept its benchmark policy rate unchanged yet again, and the tone of the statement and press conference was intended to...

The June CPI reading significantly increases the likelihood of a Federal Reserve rate cut in September. This marks the second consecutive month of weaker-than-expected...

Callum Newman of Fat Tail explains why Aussie small caps should lift out of their worst streak of underperformance in over two decades!

While all eyes are on the recent rise in yields, the debate has largely been centered around inflation expectations and how far the Fed will actually let inflation run...

When the opportunity recently came up to sit down with Charlie Jamieson from Jamieson Coote Bonds for a one on one interview, I jumped at it. He always has a strong...

The Fed’s abrupt U-turn six months ago turned night into day, down into up, bear into bull. As Magellan's Hamish Douglass put it in this interview: “...the Fed...

While the future correlation structure of asset classes sounds rather pedestrian, it is in fact key to the outcomes for diversified long-term multi-asset portfolios...

Jennifer Westacott, the CEO of the Business Council of Australia recently pointed out that if the US moves and other nation follow through with their pledges,...