Ausbiz | How a Hybrid Scarcity Fuels a Credit Rush
Mark Bayley highlights strong demand in Australian credit markets, pointing to Suncorp’s latest additional tier one issue as an example.
The Fed’s April Decision – More Than Meets the Eye
Head of Global Short Duration and Liquidity Daniel Siluk explains why the Federal Reserve (Fed) has the latitude to be patient as it waits to see how the U.S.-Iran war impacts not only aggregate inflation but also growth prospects for the U.S. and the world.
Ausbiz | Where to Find Income Without Taking Big Risks
Concerns around private debt and shifting income strategies are shaping fixed income markets, according to Dylan Bourke.
Ausbiz | Treasuries Turn as Trump Keeps Markets Guessing on Iran
Mark Bayley states that bond markets are highly sensitive to Middle East tensions and shifting expectations for US policy.
Is the Fed’s Stance in March Less Balanced Than Meets the Eye?
Head of Global Short Duration and Liquidity Daniel Siluk explains why he views Chairman Jerome Powell’s comments as more hawkish than what was revealed in the Federal Reserve’s March policy statement.
Ausbiz | Bond Markets Are Feeling the Geopolitical Heat
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.
Kevin Warsh’s Nomination and the Next Era of U.S. Monetary Policy
Head of Global Short Duration and Liquidity Daniel Siluk discusses what President Trump’s nomination of Kevin Warsh as the next chairman of the U.S. Federal Reserve could mean for markets and the future path of monetary policy.
Ausbiz | The Risk/Reward Dynamics Behind “Trump Put” Trades
Dylan Bourke views the recent appearance of President Donald Trump at Davos as a continuation of market unpredictability.
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.
