ABE Weekly: Macquarie Backs Bonds as Equities Lose Appeal
Australian Bond Exchange Weekly Update Friday 6th June 2023 Key Points New Australian CPI data shows inflation is still pernicious, driven by rising rents and lack of housing, prompting some analysts to predict another cash rate hike as early as next week. SIAA Conference insights suggest investors are moving away from highly volatile investments like […]
Superannuation taxes set to double, making fixed income an attractive alternative
Big changes are on the horizon for superannuation tax, which could see investors flock to lower-risk investment markets like fixed income. From 1 July 2025, some superannuation account holders will have their headline tax rate doubled from 15% to 30%. Although this is still below the top marginal tax rate of 45%, the significant increase […]
CBDC vs Cryptocurrency, what’s the difference?
If you’ve been reading the financial news headlines over the past six months, it’s likely you’ve encountered the acronym CBDC. When it comes to dissecting the official explanations of financial concepts and their accompanying acronyms, it can take time to wade through the reams of academic information, intertwined with complex concepts and industry jargon, delivered […]
ABE Weekly: $1 trillion predicted to flow into fixed income, as market shifts
Australian Bond Exchange Weekly Update Friday 26th May Key Points Westpac’s Leading Index of Economic Activity forecasts slow economic growth (1%) in 2023, reporting a 20% drop in housing approvals in the first quarter of the year Sticky inflation across major economies, including the higher than forecasted figure of 8.7% inflation for the UK, is […]
Real-time CBDC bond settlements closer than you think
Australian Bond Exchange Holdings Limited (ASX:ABE) (“Australian Bond Exchange” or “the company”) are excited to announce the successful test of the first near real-time Central bank Digital Currency (CBDC) bond settlement in Australia. Key Points First near real-time CBDC bond settlements executed using Australian Bond Exchange’s technology Australian Bond Exchange one of 15 use cases […]
ABE Weekly: Wage Growth Outpacing RBA’s Cash Rate
Australian Bond Exchange Weekly Update Friday 19th May Key Points RBA minutes released this week explain the 25bps rate rise that shocked the markets. Wages increasing at a rate higher than the RBA cash rate, signaling stickier inflation. Low unemployment and increasing wages could be favourable for bond investors. The US debt-ceiling is self-imposed and […]
ABE Weekly: A war on inflation, or a conflict of interest?
Australian Bond Exchange Weekly Newsletter Friday 12th May 2023 Key Points The 2023-2024 Federal Budget released on Tuesday has provided Australia with a surprising surplus, albeit short-lived with large, forecasted deficits for 2023-2024. The Budget has heralded mixed reviews from economists and market commentators on whether the injection of billions of dollars into the economy […]
ABE Weekly: RBA makes waves, leaving some investors in deep water
Australian Bond Exchange Weekly Newsletter Friday 5th May 2023 Key Points Market economists left shocked as the Reserve Bank of Australia (RBA) hikes cash rate to 3.85%, with mixed rhetoric causing confusion. US and EU central banks increase cash rates by 25bps, and although some analysts forecast US cuts as early as December, the EU […]
ABE Weekly: CPI Index Shows Inflation Easing
Australian Bond Exchange Weekly Newsletter Friday 28th April 2023 Key Points Latest CPI Index shows inflation is easing, down 80 basis points to 7% Price pressures in housing could see the cash rate increase next week Why another interest rate hike could benefit fixed income investors ABE’s Monthly Webinar shares benefits of Centuria’s “Early Call” […]
ABE Weekly – New Dual Board a Possibility for the RBA
Australian Bond Exchange Weekly Newsletter Friday 21st April 2023 The Weekly PDF Version Key Points BOE & RBA note rising inflation is increasing corporate and government bond yields Reserve Bank of Australia review proposes restructure, with two new boards Australian consumer confidence recovers despite inflation The inverse yield curve in US treasury bonds continues Data […]