interest rates

Yesterday's US CPI data was worse than expected, so what's the timing of the US interest rate cuts now? (Hint: far fewer and much later!)

I mean, hands up if you actually thought the Federal Reserve in the US was going to cut rates three times this year? Yeah just as I thought!

Stocks and other risky assets are soaring as the FOMC keeps US rates on hold. What is the likelihood and timing of potential US rate cuts?

Stock markets are hitting all-time highs. And why not? Interest rates don’t look to be going any higher and there is no recession on the cards, least of all in the US....

We discusses why it’s important to construct portfolios that can deliver resilient income amid falling rates.

Weekly Update | 26th January, 2024

It's not always the sexiest subject, but this year, it could determine which assets rule the roost.

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

The Fed and markets agree that rate cuts are coming, but less so on exactly when. Rather than being time dependent, the Fed will remain data dependent, likely...

The European Central Bank (ECB) kept its key policy rates on hold today for the second consecutive meeting. The interest rate on the main refinancing operations, the...

Fed officials expect to see three rate cuts in 2024 and that's pushed major US benchmarks towards all-time highs.

Double digit returns are on the cards

In this piece, we look at three reasons why the Fed is done - and three reasons why the Fed may not be done.

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

Weekly Update | 3rd November, 2023

Weekly Update | 13th October, 2023

The US economy has been amazingly strong, as reflected in soaring bond yields. But is there a good reason for the US economy's resilience?

Weekly Update | 6th October, 2023

Only 40 stocks in the ASX 200 ended in the green last month. Markets are blaming rising bond yields. So where do things stand?

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