Interest Rates

Latest news and analysis on Interest Rates

Macro

Which sectors will outperform as the 'Titanic' slowly turns post-COVID

In the 1970s, inflation had a critical effect on pushing rates higher, further entrenching inflationary expectations. According to the RBA, the three-month bank bill...
Kristiaan Rehder
Kardinia Capital
Rapid Fire

The pockets of opportunity in a noisy market

Keep it simple, stay optimistic, take a long-term view and don't get carried away with the noise of daily news flow. That's sage advice from Wilsons' David Cassidy....
James Marlay
Livewire Markets
Macro

The keys to Australia's household wealth

Australians are amongst the richest in the world, helped in large part by the value of dwellings and our compulsory Superannuation system. Today, Australia's household...
Anthony Doyle
Firetrail Investments
Macro

You can’t argue with the numbers

The Australian Bureau of Statistics has released its latest Construction Work Done figures for the December quarter. Not surprising, residential housing activity looks...
Chris Rands
Chris Rands
Yarra Capital Management
Macro

The Fed has built a Maginot line, and there is movement in the Ardennes...

We are all familiar with the Maginot line. A fortified defence on the border of France and Germany, built by France mostly in the 1930’s to prevent a German invasion. ...
Brett Gillespie
Brett Gillespie
Global Macro

The Housing Correction We Have to Have

Over recent weeks, we have highlighted that there are two main international macro events that will need to be closely monitored over the coming months. Each could...
John Abernethy
Clime Asset Management

Morphic Half Yearly Review: Forecasts, reflections and quotable quotes

Chad Slater
Chad Slater
Ellerston Capital

Gor: More rate cuts are just a matter of time

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Livewire Markets
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