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Weekly Market Update: Growth Slows as Oil Prices Rise (23 October 2026)
“There’s a fine line between fishing and just standing on the shore like an idiot.” -Steven Wright Cartoon of the Week Source: www.hedgeye.com Funds Snapshot Movers & Shakers (week ending 16 October): Stocks (ASX 200 ↓ 0.13%, S&P 500 ↓ 0.47%, NASDAQ ↓ 0.71%) Bond Yields (ACGB3Y 4.84%, ↓ 1 bp / ACGB10Y 5.16%, ↓ 7 bps) Bond Curves (A$ 3s10s +32 bps, ↓ 7 bps) Credit Spreads (Major Bank 5Y Senior +71 bps, ↔ / Tier 2 +134 bps, ↑ 1 bp) Policy (RBA Cash 4.60%, ↔ / US Fed Funds 3.75–
Mutual Limited
10 min read
Weekly Market Update: AI Sell-Off Sparks Bond Rally as Growth Concerns Mount (19 October 2026)
“All people are born alike - except Republicans and Democrats.” - Groucho Marx Cartoon of the Week Source: www.hedgeye.com Funds Snapshot Movers & Shakers (week ending 16 October): Stocks (ASX 200 ↑ 1.03%, S&P 500 ↓ 1.95%, NASDAQ ↓ 4.48%) Bond Yields (ACGB3Y 4.84%, ↓ 5 bps / ACGB10Y 5.23%, ↓ 10 bps) Bond Curves (A$ 3s10s +39 bps, ↓ 5 bps) Credit Spreads (Major Bank 5Y Senior +70 bps, ↑ 1 bp / Tier 2 +134 bps, ↑ 1 bp) Policy (RBA Cash 4.60%, ↔ / US Fed Funds 3.75–4.00%, ↔) Oil
Mutual Limited
9 min read
Weekly Market Update: Inflation Expectations Rise as Household Confidence Falls (13 October 2026)
“The four most dangerous words in investing are: ‘this time it’s different’.” - Sir John Templeton Cartoon of the Week Source: www.hedgeye.com Funds Snapshot Movers & Shakers (week ending 2 October): Stocks (ASX 200 ↑ 0.40%, S&P 500 ↑ 1.15%, NASDAQ ↑ 0.64%) Bond Yields (ACGB3Y 4.90%, ↑ 1 bp / ACGB10Y 5.34%, ↔) Bond Curves (A$ 3s10s +44 bps, ↓ 1 bp) Credit Spreads (Major Bank 5Y Senior +69 bps, ↔ / Tier 2 +133 bps, ↑ 3 bps) Policy (RBA Cash 4.60%, ↔ / US Fed Funds 3.75–4.00%,
Mutual Limited
8 min read
Weekly Market Update: The RBA Hikes, But Markets Start Pricing the Peak (05 October 2026)
“It takes only one drink to get me drunk. The trouble is, I can't remember if it's the thirteenth or the fourteenth.” - George Burns Cartoon of the Week Source: www.heraldsun.com.au Funds Snapshot Movers & Shakers (week ending 2 October): Stocks (ASX 200 ↑ 0.20%, S&P 500 ↓ 0.27%, NASDAQ ↑ 0.45%) Bond Yields (ACGB3Y 4.89%, ↓ 12 bps / ACGB10Y 5.34%, ↓ 3 bps) Bond Curves (A$ 3s10s +45 bps, ↑ 9 bps) Credit Spreads (Major Bank 5Y Senior +69 bps, ↓ 1 bp / Tier 2 +130 bps, ↔) Policy
Mutual Limited
8 min read
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