ABE Weekly – Central Banks remain determined to fight inflation.
Australian Bond Exchange Weekly Newsletter 8 July 2022 “To get rich, you have to be making money while you’re asleep.” David Bailey ABEWeekly 08-07-22 Key Points Australian RBA lifts rates aggressively Commodity prices across the board are falling strongly Strikes in Europe in key energy industries Euro Dollar falls to multi-decade low Australia As expected, […]
ABE Weekly – Retail sales exceed expectations
Australian Bond Exchange Weekly Newsletter 1 July 2022 “Focus on what you can act, the rest is negative noise.” Marcus Aurelius ABEWeekly 01-07-22 Key Points May Australian retail sales still strong Very solid credit growth Term Deposits – make sure you do your credit risk assessment despite the government guarantee Waiting for the next increase […]
ABE Weekly – New Rolls-Royce 5.5% 3year Australian Dollar Note
Australian Bond Exchange Weekly Newsletter 17 June 2022 “Strive for perfection in everything you do.” Henry Royce ABEWeekly 17-06-22 Key Points New Rolls-Royce 5.5% 3year Australian Dollar Note Consumer confidence is falling Backlog in processing working visas Fed increase by 75bps Surprised 50bps move by the Swiss National Bank Australia We are pleased to announce […]
ABE Weekly – Dr. Lowe surprises economists
Australian Bond Exchange Weekly Newsletter 9 June 2022 “Each individual should be able to make good decisions without peer pressure.” Ana Monnar ABEWeekly 09-06-22 Key Points RBA surprising 0.50% increase Housing market continues to cool off Australian Farmers going from strength to strength Amazing admission by US Treasury Secretary Janet Yellen OPEC+ agreed on increased […]
ABE Weekly – The Australian economy continues to recover from the pandemic
Australian Bond Exchange Weekly Newsletter 3 June 2022 “If you are not aggressive, you are not going to make money, and if you are not defensive, you are not going to keep money.” Ray Dalio ABEWeekly 03-06-22 Key Points Australian economy doing well European leaders agree on partial Russian oil ban China lock-down eases President […]
ABE Weekly – Labour is celebrating the win of the Australian federal election.
Australian Bond Exchange Weekly Newsletter 27 May 2022 “It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki ABEWeekly 27-05-22 Key Points Labour is celebrating it’s election victory Inflation of food prices continues to be […]
ABE Weekly – 20/05/2022
Australian Bond Exchange Weekly Newsletter 20 May 2022 “It is not the man who has too little, but the man who craves more, that is poor.” –Seneca ABEWeekly 20-05-22 Key Points Australian unemployment rate continues to fall Consumer confidence falling APRA Chair, Wayne Byres keeping close eye on rising credit risks to banking sector Fed […]
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 […]