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Liquidity Insights

Discover our vast array of liquidity insights covering global investment news and trends that may impact your cash portfolios

LATEST LIQUIDITY COMMENTARY

Reserve Bank of Australia: Able but not willing

The recent Melbourne lockdown and uneven global recovery have increased market speculation that the RBA will intervene further to support the recovery – with significant implications for the AUD and short-term interest rates.

Interbank Offered Rate (IBOR) Transition: The impact on Asia-Pacific Markets

Majority of Asia-Pacific markets administer and maintain their own IBORs, and are responding to IBOR transition differently.

Market & Portfolio Commentary

Read the latest review of Global Liquidity market and portfolio commentary across the Americas, Asia Pacific, as well as Europe and UK.

China’s interest rate pivot

Chinese monetary policy is rapidly evolving and there was some changes today following the recent virus outbreak in Beijing. So I though it prudent to reword the final two paragraphs to better account for this. The rest of the blog and the graphs are unchanged.

Understanding zero interest rates

We examine how ZIRP works, its impacts, likely timeframe, whether we expect rates to go negative (spoiler: we don’t) and options available to liquidity investors.

Navigating through liquidity events and market volatility

Our investment team navigated through the recent market volatility and, with the help of our clients, weathered through the market storm.

A letter from our CEO John Donohue

Hear how Global Liquidity stayed steadfast in our commitment to clients over the past two months.

A look into Libor reform and current elevated spreads

Libor spreads are elevated, indicating cheapness in the funding markets, but we expect them to normalize in the near to medium term.

The Hong Kong Monetary Authority has stepped up

Learn from Global Liquidity Portfolio Manager, Aidan Shevlin, about latest monetary policies in Hong Kong and how that impacts HKD interest rates and investors.

At a pivotal moment, taking a deep dive into our USD government funds

Surging demand for U.S. Treasury bills (Tbills), in a “flight to quality” sparked by the coronavirus pandemic, created unusual market conditions.

Have money market funds lost their taste for buying?

Without support from central banks in the offshore space, Money Market Funds will likely be slow to get back up to full speed in purchases and duration, writes Olivia Maguire, Global Liquidity Portfolio Manager.

A Federal Reserve announcement provides temporary relief to banks on leverage and capital adequacy

A new rule on calculating the supplementary leverage ratio—a capital adequacy measure—allows expanded balance sheets and potentially greater expansion of quantitative easing.

What have the European Central Bank and the Bank of England done so far?

Olivia Maguire and Joe McConnell evaluate central bank reactions to COVID-19 in the UK and Europe.

Will the COVID-19 pandemic be worse for markets and the economy than the 2008 global financial crisis?

Learn from Global Liquidity Portfolio Manager, Kyongsoo Noh, about key differences between the market environment today and 2008.

The Federal Reserve keeps at it: New supportive actions this week

The Federal Reserve announced new programs on March 23, 2020. Learn from Global Liquidity Portfolio Manager, Kyongsoo Noh, on the latest facilities from the Fed.

If Only There Were a Federal Reserve App

Comments on the recent volatility and pace of monetary policy.

Making monetary policy: The Federal Reserve moves in the right direction

COVID-19 has the world on edge: What does this mean for short term fixed income?

COVID-19 has the world on edge: What does this mean for short term fixed income, volatility and cash investing, cash policy.

Markets' transition away from Libor

Libor, the world’s most widely used benchmark for floating rate instruments, is transitioning SOFR.

Resiliency statement: a message from our CEO John Donohue

We have extensive resiliency procedures in place to protect our employees, clients and businesses, ensuring we can continue to operate efficiently in times of stress.

Singapore Dollar – no longer defying gravity: Implications for cash investors

The Covid-19 outbreak has accentuated the negative implications for international trade, as well as domestic productivity and tourism in Singapore.

Implications of COVID-19 outbreak for short term interest rates

The recent coronavirus (2019-nCoV) outbreak in China has increased investors’ trepidation and financial market uncertainty.

Defining cash for Australian investors

After a prolonged record low, forwards market now see a 50/50 chance of a cut in the overnight cash rate during 2019. However, a weaker housing market and softer consumer demand lower the probability of a RBA’s rate hike.