Tim Hext: Australian business remains resilient as we enter spring
Businesses believe the economy remains on a decent footing, which indicates a soft landing looks on track for now, writes Pendal’s head of bond strategies TIM HEXT Why bonds, why…
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The good news? We’re avoiding recession. The bad news? Living standards are going backwards
Australia is in a ‘per-capita recession’, which means economic growth is not keeping pace with population growth. TIM HEXT explains the problem and what’s likely to happen next Why bonds,…
Steve Campbell: Expect rates to stay unchanged til 2024
The RBA has again left the cash rate unchanged at 4.1% — which is where it’s likely to remain for the rest of the year, argues Pendal’s head of cash…
Tim Hext: It’s ‘so far, so good’ on rates and the economy. But what’s next?
You can also listen to this podcast on Apple or Spotify An excerpt from this interview with Pendal’s head of government bond strategies Tim Hext: After the latest inflation numbers, you’re probably thinking…
Inflation back below 5pc – but getting to 2-3pc remains a challenge
Pendal’s head of government bond strategies TIM HEXT explains the latest inflation data and what it means for the economic outlook Why bonds, why now? Pendal’s income and fixed interest…
Tim Hext: Wage growth remains under control – for now
Pendal’s head of government bond strategies TIM HEXT explains the latest wage data and what it means for rates and bonds Why bonds, why now? Pendal’s income and fixed interest…
Tim Hext: What to pay attention to in the RBA’s latest monetary policy statement
Here Pendal’s head of government bond strategies TIM HEXT points out what to pay attention to in the RBA’s latest monetary policy statement Why bonds, why now? Pendal’s income and…
Tim Hext: Soft landing more likely but don’t hold your breath on rate cuts
The RBA seems happy that inflation is heading in the right direction, but it’s a difficult path from here to the 2-3% band, notes Pendal’s head of bond strategies TIM…
Steve Campbell: Rates still on hold but no victory declaration yet
If services inflation remain stickier than the RBA expects, further policy tightening can’t be ruled out, argues Pendal’s head of cash strategies, STEVE CAMPBELL Why bonds, why now? Hear more…
Tim Hext: Australian inflation is heading back to 4pc
Despite higher-than-expected monthly data, the outlook for inflation should be mildly friendly over the next few months, says Pendal’s TIM HEXT Why bonds, why now? Pendal’s income and fixed interest…