Tim Hext: Is Inflation creeping higher? Are rate cuts over?
What does today’s jump in inflation mean for investors? Pendal’s head of government bond strategies TIM HEXT explains THE narrative driving the Reserve Bank and markets this year is that…
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Mainstream Online Web Portal
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Bonds vs equities: the double-rally dilemma
Conditions look good for both bonds and equities right now, but one asset class should come out ahead. AMY XIE PATRICK explains US two-year bond yields have slipped from 3.95%…
Aussies are spending again. But what does it mean for rate cuts?
The latest GDP data shows Aussies are spending again. Pendal’s head of government bond strategies TIM HEXT explains what it means for interest rates AUSSIE consumers are spending again –…
Amy Xie Patrick: What the Fed’s shift from inflation to employment means for investors
A shift in focus from inflation to employment hints at a likely rate cut in September. Pendal’s head of income strategies AMY XIE PATRICK explains SINCE December 2018, we’ve known…
Steve Campbell: RBA rate cut likely in November
Where to next after today’s Reserve Bank cash rate cut? Pendal’s head of cash strategies STEVE CAMPBELL explains IN a unanimous decision at its meeting today, the Reserve Bank eased…
Amy Xie Patrick: How tariffs, inflation and China’s ‘anti-involution’ policy are affecting portfolio decisions
Tariffs will show up either in inflation or corporate earnings — but the implications are starkly different for portfolio decisions, argues Pendal’s head of income strategies AMY XIE PATRICK TARIFFS…
Unemployment’s up. Is it just noise or a sign of things to come?
June’s unemployment rise should all but seal a June rate cut. Only a massive quarterly inflation surprise at the end of July would stop it, writes Pendal’s head of government…
Steve Campbell: RBA passes rate cut surprise
What can investors expect following the Reserve Bank’s cash rate surprise? Pendal’s head of cash strategies STEVE CAMPBELL explains THE Reserve Bank of Australia (RBA) surprised the market today by leaving the cash…
Tim Hext: Australia to expect state budget downgrades
Here’s what the latest CPI data and state budgets say about the Australian economy, according to head of government bonds TIM HEXT THE May year-on-year CPI series was released today….
Tim Hext: Why Pendal favours a July rate cut
Here’s what the latest employment data means for the market, according to Pendal’s head of government bond strategies TIM HEXT THE latest employment data was released today. Headline employment was…