Summary:
Exhibit 1: Australian 10-yr minus 3-yr Spread
Exhibit 2: US 10-yr minus 2-yr Spread
To learn more about yield curves and their predictive power, visit this article or this one.
21 July – 25 July 2025
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- RBA Keeps Cash Rate Steady as Inflation Rears its Head
- Is the Global AI Capex Cycle Sustainable?
- RBA Assessment of the Economic Crosswinds
- Japanese Reboot – Market Reaction and Policy Blueprint
- US Government Shutdown: What does it mean for Investors?
- RBA Holds Rates Steady: Amid Signs of Recovery and Inflation Caution
- Inflation is not dead: Australian CPI Higher than Expected
- Structural Tailwinds Behind Gold Demand
- US Labour Market Indicators
News
- U.S. Earnings Season – What’s Keeping Corporate America Awake at Night?
- US Q4 GDP misses expectations on lack of inventory building
- Sideways trend continues for Conf. Board sentiment index in January
- “Stable but sluggish”; business conditions, confidence improve in December
- Fewer headwinds ahead for US economy; leading index declines in December
- December Westpac-MI leading index “a clear improvement”
- Utilities, end of Boeing strike, boost US industrial output
- US Dec retail sales points to strong demand during fourth quarter
- Fuel prices drive US CPI up 0.4% in December
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Exclusive Insights
- RBA Keeps Cash Rate Steady as Inflation Rears its Head
- Is the Global AI Capex Cycle Sustainable?
- RBA Assessment of the Economic Crosswinds
- Japanese Reboot – Market Reaction and Policy Blueprint
- US Government Shutdown: What does it mean for Investors?
- RBA Holds Rates Steady: Amid Signs of Recovery and Inflation Caution
- Inflation is not dead: Australian CPI Higher than Expected
- Structural Tailwinds Behind Gold Demand
- US Labour Market Indicators
News
- U.S. Earnings Season – What’s Keeping Corporate America Awake at Night?
- US Q4 GDP misses expectations on lack of inventory building
- Sideways trend continues for Conf. Board sentiment index in January
- “Stable but sluggish”; business conditions, confidence improve in December
- Fewer headwinds ahead for US economy; leading index declines in December
- December Westpac-MI leading index “a clear improvement”
- Utilities, end of Boeing strike, boost US industrial output
- US Dec retail sales points to strong demand during fourth quarter
- Fuel prices drive US CPI up 0.4% in December