We look at the latest trends on Australian Bonds, Credit Markets and the recent IMF paper on negative interest rates - which they link to the need to restrict cash. This will not end well.
https://www.imf.org/external/pubs/ft/fandd/2020/03/what-are-negative-interest-rates-basics.htm
The narrative has turned quite negative recently despite the first rate cut in years, thanks to cash flow pressures, the overhang of poor housing...
Edwin’s Monday Rant won’t happen tonight, as he is the middle of client settlements. Hopefully tomorrow. But it gives me the chance to reflect...
Our latest Friday Afternoon chat with journalist Tarric Brooker as we look at the current data, which questions potential rate cuts, and housing trends,...