ABE Weekly 13/5/2022
Australian Bond Exchange Weekly Newsletter 13 May 2022 “The whole reason that our capitalist system works the way it does is because there are cycles, and the cycles self-correct.” – Seth Klarman ABEWeekly 13-05-22 Key Points Forward looking indicators show difficulty coming The market correction continues, and the crypto world is under pressure Australian Residential […]
ABE Weekly 6/5/2022
Australian Bond Exchange Weekly Newsletter 6 May 2022 “It all comes down to interest rates. As an investor, all you’re doing is putting up a lump-sump payment for a future cash flow.” Ray Dalio ABEWeekly 06-05-22 Key Points 25 basis point increase in cash rate Interest rates rising in the rest of the world Retail […]
ABE Weekly – 29/04/2022
Australian Bond Exchange Weekly Newsletter 29 April 2022 “Inflation is taxation without legislation.” Milton Friedman ABEWeekly 29-04-22 Key Points Commentary from Westpac’s chief economist Bill Evans. Increasing cash rate is not the end of the world. The underlying company for one of our bonds, Pallas Capital, continues to show strong performance. Bill Evans is one […]
ABE Weekly – 21/01/2022
ABEWeekly 21-01-2022 21 January 2022 “There are far better things ahead than any we leave behind.” C. S. Lewis Welcome to the first issue of our newsletter for 2022. We hope readers enjoyed a pleasant and relaxing summer break. Economic and Bond Market Outlook Economic conditions both locally and globally remain mixed, with further signs […]
ABE Weekly – 22/12/2021
Australian Bond Exchange Weekly Newsletter 22 December 2021 “The new year stands before us, like a chapter in a book, waiting to be written.” – Melody Beattie Bond Market Outlook Recent data and news flow continue to point to vigorous momentum in economic activity both at home and overseas, despite the ongoing challenges […]
ABE Weekly – 15/12/2021
ABEWeekly 14-12-2021 15th December 2021 Market Update “Small opportunities are often the beginning of great achievements” – Anonymous It has been one of the most challenging 2 years in modern history and that said. Last week the RBA (Reserve Bank of Australia) decided to maintain the status quo coming into year-end keeping the official cash rate at 10bps and continuing to buy securities at a rate of […]
ABE Weekly – 08/12/2021
ABEWeekly 08-12-2021 8th December 2021 Market Update “Business opportunities are like buses, there’s always another one coming?” – Richard Branson Despite an increase in inflation, the Reserve Bank of Australia left monetary policy settings unchanged at its final meeting of the year, pointing to lacklustre progress towards other targets such as wages growth. In his post-meeting statement, RBA (Reserve […]
ABE Weekly – 01/12/2021
ABEWeekly 01-12-2021 1 December 2021 Market Update “If opportunity doesn’t knock, build a door?” – Milton Berle It seems COVID is the virus that keeps on giving. With the latest strain named Omicron, the world has once again been put on notice. It’s no surprise people have developed a certain amount of PTSD to the news of any […]
ABE Weekly – 24/11/2021
ABEWeekly 24-11-2021 24th November 2021 Market Update “We’re here to put a dent in the universe. Otherwise, why else even be here?” – Steve Jobs The RBNZ demonstrated today that interest rates can in fact go up. The RBNZ increased its cash rate by 25bps to 75bps on the back of inflationary concerns relating to a potentially overheating economy. Whilst the situation […]
ABE Weekly – 11/11/2021
ABEWeekly 11-11-2021 Market Update “Treat employees like they make a difference” – Jim Goodsight, CEO, SAS As anticipated, at their November meeting, the RBA (Reserve Bank of Australia) decided to end Yield Curve Control and remove specific date guidance on the timing of the first rate-hike. The Bank’s revised forecasts now point to a potential first increase in […]