interest rates

With the consensus slowly but surely shifting to expect rate hikes from the RBA, it's worth thinking about the impact of RBA hiking cycles on asset markets. One asset...

A reset has occurred in the bond markets with sentiment going from extreme pessimism - expecting higher yields, back to the opposite side with the bond sentiment...

The local property market has become Australia's favourite topic of debate. It seems everyone has a view and just last week UBS released a research note calling the...

Property has had a stellar run in the last few years; the ASX 200 A-REIT Index is up 40% over three years compared to the broader ASX 200’s 10%. Meanwhile, surging...

Interest rates and inflation have been on a downward trajectory since the late 80s, a 30 year trend. Paul Moore says 2016 was an inflection point and expects inflation...

Global bond yields have started to lift over the past year after several years of trending down. This post examines how structural and cyclical factors have affected...

One of most reliable early warning indicators of an impending equity bear market is the shape of the US yield curve. When short-term interest rates are higher than...