Although the Commonwealth Government can borrow for 10 years at the lowest rate on record, the burden of policy support has continued to fall on the Reserve Bank of Australia.

The move caused China’s entire yield curve to drop 15 basis points and raised interesting questions about the PBOC’s policy intent.

Prime Minister Shinzo Abe’s election victory augurs well for political stability and policy continuity, which are supportive for risk markets.

We think that the Reserve Bank of Australia will, like the Fed, take a very gradual path in raising interest rates.

If President Xi Jinping’s power is strongly reinforced, the 19th Party Congress could be a defining moment for the next decade.

It took less than a day for China’s financial markets to recover from the credit rating downgrade by Moody’s Investors Service on 24 May. However, the downgrade is far from a non-event.

By focusing so intensely on U.S. political developments, investors risk missing a silent shift in what has arguably been the strongest driver of global reflation in the last five years: Chinese credit.

The People’s Bank of China is adopting a new approach to raising rates. What are the broader implications for China’s economy and global markets?

Does air quality in Beijing have anything to do with the property market in Australia? The answer is probably yes.

There remain parts of the world where banks continue to enjoy decent net interest margin, and Asia offers several cases in point.

The policy changes the bank made were not exactly what the market was expecting.