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What does today’s jump in monthly unemployment data mean for investors? Pendal’s head of government bond strategies TIM HEXT explains THE RESERVE BANK has a dual mandate: keep inflation under…
Where to next after the Reserve Bank kept rates on hold at its September meeting? Pendal’s head of cash strategies STEVE CAMPBELL explains THE Reserve Bank left the cash rate…
What does today’s jump in inflation mean for investors? Pendal’s head of government bond strategies TIM HEXT explains THE narrative driving the Reserve Bank and markets this year is that…
Conditions look good for both bonds and equities right now, but one asset class should come out ahead. AMY XIE PATRICK explains US two-year bond yields have slipped from 3.95%…
The latest GDP data shows Aussies are spending again. Pendal’s head of government bond strategies TIM HEXT explains what it means for interest rates AUSSIE consumers are spending again –…
A shift in focus from inflation to employment hints at a likely rate cut in September. Pendal’s head of income strategies AMY XIE PATRICK explains SINCE December 2018, we’ve known…
Where to next after today’s Reserve Bank cash rate cut? Pendal’s head of cash strategies STEVE CAMPBELL explains IN a unanimous decision at its meeting today, the Reserve Bank eased…
Tariffs will show up either in inflation or corporate earnings — but the implications are starkly different for portfolio decisions, argues Pendal’s head of income strategies AMY XIE PATRICK TARIFFS…
June’s unemployment rise should all but seal a June rate cut. Only a massive quarterly inflation surprise at the end of July would stop it, writes Pendal’s head of government…
What can investors expect following the Reserve Bank’s cash rate surprise? Pendal’s head of cash strategies STEVE CAMPBELL explains THE Reserve Bank of Australia (RBA) surprised the market today by leaving the cash…
