2023 was meant to be the comeback year for bonds. When will it start?
The annual fixed income show of Signal or Noise comes straight from downtown Melbourne.
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The annual fixed income show of Signal or Noise comes straight from downtown Melbourne.
Investors are urging more aggressive interest rate increases as the economy navigates a possible hard landing.
Don’t be seduced by the eerie calm on the ASX 200. The surge in interest rates in the past year will create pockets of stress and force investors to get picky.
Many economists expect RBA governor Philip Lowe to leave in September, but urged the government to preserve the bank’s sovereignty when it appoints a new chief.
The Australian Financial Review’s survey of 36 economists puts the first post-pandemic rate cut in play by February 2024, a quarter tip it could happen this year.