Interest rates remained on hold today (a new record), find out why…
Rates on Hold at 1.5%
Australia: 5 Reasons Why Growth Will Be OK
Australia continues to defy recession calls. Against this, economic growth is well below potential, with per capita growth running at just 0.8% year on year, which is below that in most major countries. So where to from here? And what will be the impact on interest rates? AMP Capital's Shane Oliver gives us his views for 2018 and beyond...
Alert: Interest Rates Unchanged
The Reserve Bank of Australia decided to once again leave the official cash rate unchanged at 1.5% with the last rate move back in August 2016. With wages growth remaining modest and concerns emerging around the impact retail deflation is having on the overall economy, interest rates are predicted to be steady for the majority of 2018.
What is the risk of a US recession?
Interest rates unchanged
Time for a share market correction?
Inflation: The risks to shares & property
The global risks to inflation and bond yields are finally shifting to the upside, with investment markets starting to take note as evident in the pullback in global share markets seen over the last few days. But how big is the risk? Are we on the brink of another bond crash that will engulf other assets like shares and property?
2018: A List of Lists
Although 2017 saw the usual worry list – around President Trump, elections in Europe, China, North Korea and Australian property – it was good for investors. Balanced super funds had returns around 10%, which is pretty good given inflation was around 2%. This year has started favourably but volatility may pick up as geopolitical threats loom a little larger and US inflation rises. This note provides a summary of key insights on the global investment outlook in simple dot point form...
US interest rates: The Fed hikes again
Investing: Cautious optimism better for your health...
At the start of last year, with global and Australian shares down around 20% from their April/May 2015 highs, the big worry was that the global economy was going back into recession and that there will be another Global Financial Crisis (GFC). Now, with share markets having had a strong run higher, it seems to have been replaced by worries that a crash is around the corner and this will give us the global recession and new GFC that we missed last year!
Interest Rates: THE LONG UNWINDING ROAD
The US Federal Reserve (Fed) has unveiled plans to start shrinking its balance sheet, which has more than quadrupled in size since the global financial crisis (GFC). The multi-year massive expansion of the Fed’s balance sheet has had a recognized powerful effect on asset markets—lowering yields and flattening the yield curve...(technical commentary)
Interest rates on hold
Interest rates: US Fed begins to tighten
The US Federal Reserve provided few surprises following its September meeting. While it left interest rates on hold, it confirmed that it will begin what it calls “balance sheet normalisation” next month and continued to signal its expectation that it will raise interest rates again in December and in the years ahead...
