Australian Interest Rates

Latest news and analysis on Australian Interest Rates

The Pitch

Australia’s rate-cutting cycle will be shallow. Here's what it means for investors

As the market shifts for fixed income, this is where Western Asset Management is investing.
Sara Allen
Livewire Markets
Property

A-REITs ripe for alpha generation as performance divergence widens

A-REIT securities are ripe for generating alpha as the asset class exhibits a wide divergence in performance among different stocks, according to a listed property...
Amy Pham
Pengana Capital Group
Macro

The Fed cut by 50 basis points. Would the RBA consider doing the same?

The RBA holds rates for another meeting - even as its peers start the long cutting road back to neutral.
Hans Lee
Livewire Markets
Macro

RBA keeps interest rates on hold, no cut on the horizon

The RBA stayed on hold today, but there were several “subtle but important” changes to the statement. We investigate if a cut is any closer.
Carl Capolingua
Livewire Markets
Equities

Why the market is wrong in expecting four RBA interest rate cuts in the next 12 months

Key interest rate futures now imply the RBA will cut rates four times in the next year, but these brokers think that’s just plain wrong.
Carl Capolingua
Livewire Markets
Macro

August 2024 Podcasts

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Macro

Markets: We don’t believe you RBA…We expect 3 rate cuts in the next 12 months!

The Reserve Bank chose to keep its cash rate on hold at their August meeting, but market pricing suggests they’re about to cut, and cut big…
Carl Capolingua
Livewire Markets
Macro

Straw that breaks the RBA’s back? Does CPI “shocker” guarantee an August rate hike?

The consensus in the market and among brokers is converging on an interest rate hike in August, but it’s far from a certainty.
Carl Capolingua
Livewire Markets
Macro

Morgan Stanley’s 5 high conviction calls for the next 6 months

And why the team is overweight European and Japanese equities
Sara Allen
Livewire Markets
Macro

Forget June meeting, August still ‘live’ for RBA rate hike –Morgan Stanley

Tomorrow’s RBA meeting isn't expected to yield a change, but August's meeting is 'live' for a rate hike according to Morgan Stanley.
Carl Capolingua
Livewire Markets
Macro

The RBA won’t hike again, but cuts pushed into (very) distant future

There’s definitely a shift in interest rate expectations post April CPI, but a hike remains a low probability vs cuts are now very distant!
Carl Capolingua
Livewire Markets
Macro

RBA 40-60 hike vs hold, and you can forget about a rate cut in the next 12 months

Markets were expecting the next move in interest rates to be down, but after worse than expected inflation data a hike is back on the table.
Carl Capolingua
Livewire Markets
Macro

Higher inflation should see the RBA revise up its outlook

History suggests that there is the risk that the RBA revises up its longer term forecasts of inflation.
Kieran Davies
Coolabah Capital
Views from the Top

Morgan Stanley is not expecting the RBA to cut rates this year. Here's where they are investing

And where the big opportunities lie for investors beyond AI, according to Morgan Stanley Wealth Management's Alexandre Ventelon
Sara Allen
Livewire Markets
Equities

No cut for you! RBA cut expectations pushed to 2025 (for the first time ever!)

Federal Reserve Chairman Jerome Powell has become more hawkish on interest rates and this could have dire consequences for the stock market.
Carl Capolingua
Livewire Markets
Macro

Is it time to fix that term deposit rate? What to expect from the RBA and interest rates in 2024

Latest CPI data shows Australian inflation continues to moderate, triggering a substantial shift in market sentiment on interest rates.
Carl Capolingua
Livewire Markets
Education

Bonds: Why quality matters

Liquidity can mean the difference between prospering and missing out when opportunities arise.
Charlie Jamieson
Jamieson Coote Bonds
Macro

Why 2024 might see you get a pay rise in real terms

Falling inflation could have some unexpected benefits according to ANZ Senior Economist Adelaide Timbrell.
Sara Allen
Livewire Markets
Education

Why Government Bonds remain a natural choice

Government Bonds are arguably now in better shape and more able to defend portfolios than they have been in years.
Charlie Jamieson
Jamieson Coote Bonds
Macro

Reserve Bank's inflation challenge

The Reserve Bank's battle to tame inflation will be a slog. Here's why.
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Kiryll Prakapenka
Fat Tail Investment Research
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