Fluctuating interest rates pose a threat to the yield of seasoned institutional investors and fund managers, who need to quickly adapt their approach to plummeting in cash rates.
Inflation has been stubbornly low in Australia, and the RBA remains concerned about a high Australian dollar, writes Richard Holden.
Jobs data lowers the likelihood of a US interest rate hike, Australian business investment beats expectations, but retail trade remains flat, writes Richard Holden.
A large chunk of economic data was released this week and while nothing was shocking or terrible, there is mounting evidence the world’s economic growth problem is entrenched.
The RBA leaves rates on hold, while consumers stand on the sidelines, and ratings agency S&P isn’t convinced of the government’s ability to reduce the budget deficit, writes Richard Holden.
Australia's "deflation" shock makes for higher expectations of a budget day rate cut, writes Richard Holden.
RBA Governor Glenn Stevens isn’t buying the secular stagnation theory, lending weight to the deficit hawks, writes Richard Holden.
Both the US and Australia face a global economy that is in deep, deep trouble, writes Richard Holden.
The Australian economy exceeds expectations, while China continues to worry. RBA Governor Glenn Stevens has reason to smile, Janet Yellen less so, writes Richard Holden.
More turmoil and volatility in markets is predicted over the coming weeks and months, which may be good news for hedge fund managers, but not too many others, writes Richard Holden.