Mark Bayley outlines key drivers behind recent shifts in the bond market, with heightened geopolitical tensions in the Middle East and rising oil prices contributing to increased Treasury yields.

Dylan Bourke views the recent appearance of President Donald Trump at Davos as a continuation of market unpredictability.

Australian inflation surprised the market in October, accelerating at its fastest rate in seven months and putting pressure on both mortgage borrowers and fixed income markets.

Mark Bayley describes Australia’s private credit market as still in its relative infancy, with rapid growth mainly over the past five to six years.

Dylan Bourke states that the recent 25 basis point rate cut by the Federal Reserve was widely anticipated, but sees the move as fairly hawkish for fixed income markets.

Mark Bayley outlines a more cautious view of the current bond and credit markets, particularly in light of recent global risks.

US government bonds are currently viewed by Dylan Bourke as fairly priced, with terminal rates expected to return to 3% and upper cash rates around 4.25%.

Mark Bayley weighs in on the Federal Reserve’s recent 25 basis points rate cut, noting the market reaction was initially to push yields down before reversing course during Jerome Powell’s press conference.

Stronger-than-expected macro figures are reshaping market expectations as Mark Bayley weighs up the latest data.