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11 December 2024
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Market consensus is that the US Federal Reserve will cut interest rates well ahead of the RBA. The latest data has cast doubt on this, raising the prospect of an earlier RBA cut to prop up a faltering economy.
News outlets and RBA watchers use a handy tool from the ASX to gauge market predictions for the RBA cash rate. Yet the tool has an obvious flaw that needs to be fixed to better reflect current monetary policy.
Young people hold the majority of home loans while older people have the vast majority of deposits. It's not hard to see why rising interest rates are hurting the young and resulting in increased intergenerational tension.
Interest rates are up again, with promises of more to come, but a major story is being glossed over in all the reporting. Large institutions have a feeding frenzy when people become vulnerable or get into trouble.
One of the major questions confronting investors is the portfolio weighting towards Australian banks in an environment of rising rates. Do the recent price falls represent value or are too many bad debts coming?
With the focus on the cash rate of 0.85%, investors may overlook that fixed rate bonds are far ahead in the game. The question for high-quality bond investors is whether to go fixed or floating for the best returns.
Despite inflation rising as companies pass on price increases, the RBA is reluctant to increase rates. The market is pricing in a dozen rises by the end of 2023, but Philip Lowe will see a threat to his legacy.
Analysing the impact of interest rates, bond yields and real yields on historical returns is interesting and can be useful to understand how the past may impact the future of the listed global real estate sector.
The Melbourne Cup day RBA meeting confirms the cessation of the ‘yield control’ strategy that’s been in place since July. What might this signal for interest rates in the near term?
Bonds have been strong performers over many decades and always play a role in defensively-positioned portfolios. There are some basic principles investors should understand such as the types of yield.
No option removes the existential threats to the UK stirred by its EU departure. What started in 2016 as enough voters defying the odds has left the UK dangling politically and economically amid a pandemic.
Ultra low interest rates could be counterproductive for economic growth. Policymakers need to rely less on monetary stimulus and be mindful of the side effects they are creating, especially for retirees and savers.
It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.
Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.
As we get older, many of us start to think about how we’ll be remembered by those left behind. This looks at why that may not be the best strategy to ensure that you live life well and leave loved ones in good stead.
Australia's bloated government sector is every bit as responsible for our economic worries as the cost of living crisis. Grand schemes like the 'Future Made in Australia' only look set to make it worse.
A new report shows Australian fund managers performed better in the first half of the year, with most outperforming indices in local equities, small and mid-caps, and bonds. Their results are less impressive over longer periods.
SMSF trustees are required to value all fund assets, including property, at market value when preparing the fund's financial statements each year. Here are some key tips to ensure that you get it right.