interest rates

The US Federal Reserve may have left the Fed funds rate unchanged, but it still triggered a sizeable reaction in financial markets.

400 basis points worth of rate hikes has affected markets but its effect on the economy is of far greater relevance.

Weekly Update | 1st September 2023

Weekly Update | 25th August, 2023

This week Central Bankers head to Jackson Hole to discuss structural shifts, long-term bond yields are going to be a key topic of interest..

The big shock announcement last week in global economic news was the downgrade in the US sovereign credit rating by Fitch. But the real question we should be asking is...

The last financial year was all about the rising cost of capital in response to stubbornly high inflation rates. This led to three themes that dominated the market: ...

Have a listen to the latest punchy episode of our Complexity Premia podcast....

Equity and property risk premia look far too low right now...

Look out! Tech stocks and sentiment are at bullish extremes.

Bonds are looking attractive but there's more to come in the world of fixed income according to VanEck's Russel Chesler.

Higher long-term risk-free cash rates are going to create a protracted pain trade for risky assets.

Greg Canavan from Fat Tail Investment Research shares a different take on the income question, via a contrarian and value-oriented lens.

With the Aussie market correcting, are investors twigging on to the lagging impact of rising rates?

The RBA has a fight on its hand to convince the public it will crush this inflation crisis

With labour costs, not profits, the biggest driver of inflation, the RBA will have to go higher to crush Australia’s wage-price spiral.

Livewire's Income Series returns for 2023 and it's a new era for income. We'd love to hear your views on investing for income today.

Given unchanged productivity and higher wages, the RBA will be projecting even higher inflation, meaning more rate rises.

How to access fully franked dividends whilst diversifying your portfolio with global equity investments

The RBA has canvassed the possibility of lifting its cash rate to 4.8% to tackle its inflation problem