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INTEREST RATES News & Analysis

Howard Marks believes investors are in for 'a sea change'
Stocks
Howard Marks believes investors are in for 'a sea change'
The Co-Chairman visits Australia and offers a warning to investors. 
James Gruber | 29 October 2024
How much will the Fed cut interest rates?
Markets
How much will the Fed cut interest rates?
Our latest economic forecast for interest rates, inflation, and GDP growth. 
Preston Caldwell | 17 September 2024
What if the Fed cuts interest rates by half a percent?
Markets
What if the Fed cuts interest rates by half a percent?
A smaller cut is narrowly expected, but a more aggressive move is possible.
Sarah Hansen | 16 September 2024
What's left unsaid in Australia's housing bubble
Personal Finance
What's left unsaid in Australia's housing bubble
The current difficulties confronting housing policy partially stem from an explosion of mortgage debt. We've engineered a price for housing that will...
John Abermethy | 09 September 2024
Why the RBA has been ineffective in curbing inflation
Markets
Why the RBA has been ineffective in curbing inflation
Chris Bedingfield sees inconsistencies between monetary policy and inflation.
Chris Bedingfield | 26 August 2024
What is happening in markets and what you should do now
Personal Finance
What is happening in markets and what you should do now
The market appears to be going through a fit of irrationality. Investors would be wise to steer clear of letting an unpredictable market dictate...
Mark LaMonica, CFA | 05 August 2024
Don’t panic, It’s not 2022 all over again
Markets
Don’t panic, It’s not 2022 all over again
While we recommended that investors underweight US equities in 2022, conditions in 2024 are much different.
Dave Sekera, CFA | 05 August 2024
When will the Fed start cutting interest rates?
Markets
When will the Fed start cutting interest rates?
The actions of the Federal Reserve will impact Australian Investors. Our latest economic forecast for interest rates, inflation, and GDP growth.
Preston Caldwell | 22 July 2024
Are term deposits attractive right now?
Personal Finance
Are term deposits attractive right now?
If you’re like me, you may have put money into term deposits over the past year and it’s time to decide whether to roll them over or look...
James Gruber | 13 May 2024
Investor hopes for rate cuts slides after US CPI data
Markets
Investor hopes for rate cuts slides after US CPI data
The hot March CPI report has bond traders significantly paring back rate cuts in 2024.
Tom Lauricella | 11 April 2024