by Eleonor Klopsch | Sep 16, 2026 | Insights
Key points The Fed is likely to start raising interest rates to combat sticky inflation and affirm its credibility. First Fed rate hikes in a tightening cycle don’t normally signal the end of the bull market in shares but are consistent with volatility and the risk of...
by Eleonor Klopsch | Sep 9, 2026 | Insights
Key points Bond yields are being pushed higher by concerns about inflation, high public debt, rising corporate borrowing, rising Japanese bond yields and increasing economic uncertainty. This is part of a super cycle rise in bond yields that started in 2020, partly...
by Eleonor Klopsch | Sep 2, 2026 | Insights
Key points The slump in national average home prices continued in August with prices down 0.9% according to Cotality, their fifth monthly fall. The fall in July was revised down to -1.2%. Further falls are likely as we continue to expect another RBA rate hike by...
by Eleonor Klopsch | Aug 19, 2026 | Insights
Key points The increasing noise around investing – associated with a messier economic and geopolitical backdrop along with an explosion in information flow and the rise of social media – is arguably accentuating a desire for investment experts (or “influencers”) to...
by Eleonor Klopsch | Aug 13, 2026 | Insights
Key points The RBA left the cash rate on hold at 4.35% for the second meeting in a row. Some softer than expected readings for underlying inflation, jobs and home prices allowed it to remain in wait and see mode as it “assesses” the impact of the three rate hikes...
by Eleonor Klopsch | Jul 17, 2026 | Insights
Key points Falling real wages and a surge in tax and interest payments over the last five years have led to a slump in Australians’ living standards. But a broader driver of the malaise in living standards has been a slump in productivity growth from over 2% pa in the...
