Ausbiz | Dylan’s Favoured Income-Generating Plays
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.
Ausbiz | Lending in the Dark: Private Credit Under Scrutiny
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.
Ausbiz | Bonds on notice on central bank uncertainty
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.
Ausbiz | Should Investors Be Worried About Tight Spreads?
Mark Bayley outlines a more cautious view of the current bond and credit markets, particularly in light of recent global risks.
Ausbiz | Fixed Income Market Trends in the Year Ahead
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%.
Ausbiz | Global Rate Cuts in Play as Markets Weigh Powell’s Tone
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.
Ausbiz | Bond Yields Bite, RBA Cautious
Stronger-than-expected macro figures are reshaping market expectations as Mark Bayley weighs up the latest data.
Ausbiz | Fixed Income Markets Navigate Central Bank Moves
Dylan Bourke shares views on current trends in fixed income markets, reflecting on recent central bank actions globally.
Ausbiz | Mark Flags Strong Demand for Banks & Bonds
US bond markets are experiencing significant shifts as Mark Bayley highlights changing sentiment driven by dovish commentary from the Federal Reserve and weaker-than-expected economic data.
