News

TARIFFS will show up either in inflation or corporate earnings — but the implications are starkly different for portfolio decisions. Despite higher input costs from new tariffs, US consumer inflation…

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…

Here’s what the latest CPI data and state budgets say about the Australian economy, according to head of government bonds TIM HEXT THE May year-on-year CPI series was released today….

In a new podcast, Pendal’s head of income strategies AMY XIE PATRICK explains the outlook for the world’s two biggest economies and what it means for investors You can also…

Here’s what the latest employment data means for the market, according to Pendal’s head of government bond strategies TIM HEXT THE latest employment data was released today. Headline employment was…

Cash rates finishing the year at 3.1% seems like a good bet, writes Pendal’s head of government bonds TIM HEXT. Here’s why THE GDP numbers for Q1 2025 were released today….

Here’s what the latest inflation data means for markets, according to Pendal’s head of government bonds TIM HEXT HAS a two-year disinflation trend in Australia finally come to a halt?…

Here’s what the latest monetary policy adjustments mean for investors, according to Pendal’s head of cash strategies STEVE CAMPBELL THE Reserve Bank of Australia eased monetary policy for a second time this year, cutting…

While it’s all systems go for a rate cut next week, caution will be the RBA’s message, writes Pendal’s head of government bond strategies TIM HEXT THE final pieces of…