Insights

The Kapstream team share their market insights in these short video interviews with Ausbiz. To view, click on the links below and subscribe to the Ausbiz channel (subscriptions are free of charge).

• 6 February 2025 (Mark Bayley): Where to now for bond markets?
• 23 January 2025 (Mark Bayley): Trump tariffs & market maturity
• 9 January 2025 (Mark Bayley): Bond selloff fuelled by slower Fed cut expectations
• 12 December 2024 (Mark Bayley): December a done deal, then what for the Fed?
• 28 November 2024 (Mark Bayley): Fed still in a cutting mood
• 14 November 2024 (Mark Bayley): Risks and opportunities in the credit market
• 3 October 2024 (Dylan Bourke): Bonds! But which ones?
• 19 September 2024 (Dylan Bourke): Hallmarks of the shift towards alternative assets
• 22 August 2024 (Mark Bayley): What to consider before investing in private credit
• 25 July 2024 (Mark Bayley): Is private credit in need of transparency?
• 27 June 2024 (Dylan Bourke): Boomers: get paid to be a lender (not an owner)
• 30 May 2024 (Mark Bayley): Is the "lacklustre demand" in bond auctions short-term?
• 2 May 2024 (Mark Bayley): Australian credit market looking attractive
• 18 April 2024 (Mark Bayley): Positioning your portfolio amidst the changing macro landscape
• 4 April 2024 (Mark Bayley): Kapstream’s world view & fixed-income playbook
• 21 March 2024 (Mark Bayley): Why a dovish Fed is positive for fixed income
• 8 February 2024 (Mark Bayley): A Fed March cut is 'off the table'
• 25 January 2024 (Mark Bayley: The two “red seas” that matter for rates
• 11 January 2024 (Mark Bayley): Could fixed income offer better returns than equities in 2024?
• 14 December 2023 (Mark Bayley): "Fed up? No, Fed down!"
• 7 December 2023 (Mark Bayley): Are rates likely to stay higher for longer than the market anticipates?
• 16 November 2023 (Daniel Siluk): Reading inflation signals and rate forecasts
• 2 November 2023 (Mark Bayley): Don't expect US rate cuts until end-2024
• 19 October 2023 (Daniel Siluk): US economic data continues to surprise with upsides
• 5 October 2023 (Mark Bayley): Credit markets resilient to rising yields
• 21 September 2023 (Mark Bayley): The Fed is trying to crash the economy...
• 24 August 2023 (Mark Bayley): Jackson Hole outlook: longer-term pause from the Fed likely
• 10 August 2023 (Daniel Siluk): Is the Fed's hawkish narrative here to stay?
• 27 July 2023 (Mark Bayley):  US Fed rate hike: the dance between restraint and progress
• 13 July 2023 (Daniel Siluk): Global money shift: bank rates & inflation forecast end of tightening
• 29 June 2023 (Daniel Siluk): One way down, ten ways up: central banks opposing approaches to crisis recovery
• 15 June 2023 (Daniel Siluk): Why this was a Powell-pause (not the Fed's)
• 1 June 2023 (Mark Bayley): Phil Lowe goes "Janet Yellen" on us: Kapstream
• 18 May 2023 (Mark Bayley): What a debt default will mean for markets
• 4 May 2023 (Daniel Siluk): What's to come for the FOMC and RBA
• 20 April 2023 (Mark Bayley): What's next for central banks?
• 6 April 2023 (Daniel Siluk): RBNZ vs. RBA: a clash of monetary policy approaches
• 23 March 2023 (Mark Bayley): "Tin hats on!" Why this investor is growing increasingly nervous
• 9 March 2023 (Daniel Siluk): A fixed income strategy as Fed rates continue to rise
• 9 February 2023 (Mark Bayley): Why fixed income should be part of investors’ portfolios
• 1 December 2022 (Daniel Siluk): Investors hear what they want to hear
• 17 November 2022 (Mark Bayley): The bulls are on parade - but should they be?
• 7 November 2022 (Daniel Siluk): Cboe Australia Investor Day 2022 - Part Two
• 3 November 2022 (Daniel Siluk): Powell pummels pivot pushers
• 6 October 2022 (Mark Bayley): Central banks on centre stage
• 23 September 2022 (Daniel Siluk): Move over, TINA. CINDY has arrived
• 8 September 2022 (Mark Bayley): Hiking fast and slow
• 11 August 2022 (Mark Bayley): Why the 'Fed pivot' is bollocks
• 28 July 2022 (Daniel Siluk): Stocks rise on signs of Fed flexibility
• 5 May 2022 (Daniel Siluk): Your no nonsense guide on what the Fed just did
• 7 April 2023 (Daniel Siluk): We haven’t reached peak Fed hawkishness yet
• 10 February 2022 (Daniel Siluk): Why Kapstream Capital believes we haven't hit "peak inflation" yet