interest rates

Bulls claim they would, but history contradicts them: when valuations are extended, sharply lower rates crush rather than boost stocks.

Trump’s push for a dovish Fed and the RBNZ’s need for a Governor provide insight into both central bank independence and economic impacts.

The massive migration-led boom in population growth is over, with growth back at pre-pandemic levels in most countries, including Australia

If the tail risk of a spike in oil prices is realised, history shows oil shocks often contribute to deeper-than-normal recessions.

Shares are up, but expectations for rate cuts are down. How Trump’s about-face on tariffs just slashed RBA rate cut probabilities.

Markets underestimated the disruptiveness of Donald Trump’s administration.

Global equities have just delivered a second year of stellar gains, but a range of investment risks may bring more volatile share markets in 2025. However, there are...

Latest market pricing suggests interest rates could fall quickly at the start of 2025, but the outlook from there is far murkier…

Markets are expecting a further run of consecutive rate cuts over the coming few quarters.

Since the global financial crisis, growth equities have been the overall best performing asset class.