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Barker Private Wealth Advisers Strategic wealth advice for high-net-worth individuals. Find out more:
https://shor.by/BarkerWealth

The AI trade doubted its own spending this week, and the bond market noticed.The US 10 year Treasury yield fell about 19...
24/10/2026

The AI trade doubted its own spending this week, and the bond market noticed.

The US 10 year Treasury yield fell about 19 basis points in a single session, its largest one day fall since March 2023. Investors sold AI and semiconductor stocks and bought bonds. The Nasdaq fell 0.7%, and Brent crude traded above US$116, its highest since April.

The ASX 200 finished at 8,795.2, down 0.1%. Cleanaway and Challenger rose more than 20% on takeover proposals. NEXTDC fell 38.9% on a guidance cut.

At home, an Australian lender suspended a real estate credit fund. Liquidity promised monthly is only as good as the loans underneath it. Know what your fund lends against, and how quickly it can be repaid.

Subscribers get the full update before the market opens on Monday: the best and worst ASX 200 movers of the week, what moved in bonds, private credit, new listings and private equity, and the investment we are watching. Subscribe at barkerwealth.com.au, link in bio.

General information only. Not personal financial advice. Past performance is not a reliable indicator of future performance.

Plenty happening in the Private Credit landscape right now, as with everything; knowledge is essential - especially at t...
18/10/2026

Plenty happening in the Private Credit landscape right now, as with everything; knowledge is essential - especially at times like this. Given the lack of regulation on the sector, understanding the underlying risks is crucial. Plenty more updates on Private Credit to come! Stay tuned, and as always, stay informed!

The AI trade split this week, and the line ran through the balance sheet.US consumer prices rose 3.7% over the year and ...
17/10/2026

The AI trade split this week, and the line ran through the balance sheet.

US consumer prices rose 3.7% over the year and producer prices 6.3%. The cost of insuring CoreWeave's debt against default hit a record. Investors sold the companies borrowing to build AI and bought banks, health care and consumer names instead.

The Nasdaq fell 4.5%, its worst week since June. Europe rose 2.1%. The ASX 200 finished at 8,806.7, up 1.0%, carried by the banks.

At home, employment fell 39,300 in September and unemployment rose to 4.7%. The chance of a November rate rise fell to about 15%.

A business that borrows at 9% to earn 5% is not growing; it is consuming capital. Favour balance sheets that fund themselves.

Subscribers get the full update before the market opens on Monday: the best and worst ASX 200 movers of the week, what moved in bonds, private credit, new listings, property and private equity, and the investment we are watching. Subscribe at barkerwealth.com.au, link in bio.

General information only. Not personal financial advice. Past performance is not a reliable indicator of future performance.

The biggest float in 30 years was pulled on Friday. Firmus withdrew its $7 billion ASX listing after investors balked at...
11/10/2026

The biggest float in 30 years was pulled on Friday. Firmus withdrew its $7 billion ASX listing after investors balked at a $43.7 billion valuation.

It was not the only place capital said no this week.

The US 10 year Treasury yield touched 5.36% on Wednesday, its highest since April 2002. When a government bond pays more than 5%, every other asset has to clear a higher bar.

In private credit, Metrics closed its underlying funds to redemptions and ASIC issued more stop orders. In the US, commercial mortgage delinquencies reached 8.02%, the highest since late 2020.

Shares held up. The S&P 500 rose 1.1% and the ASX 200 finished at 8,716.6, up 0.4%, led by real estate.

Know what you own, how it is valued and how you would exit. If an investment cannot answer those clearly, the yield needs to be well above 5%.

Subscribers get the full update before the market opens on Monday, including the best and worst ASX 200 movers, a new section on bonds, private credit, listings, property and private equity, and the investment we are watching. Subscribe at barkerwealth.com.au, link in bio.

General information only. Not personal financial advice. Past performance is not a reliable indicator of future performance.

The Reserve Bank raised the cash rate to 4.60% on Tuesday, a 15 year high and the fourth rise of 2026. By Friday the pol...
04/10/2026

The Reserve Bank raised the cash rate to 4.60% on Tuesday, a 15 year high and the fourth rise of 2026. By Friday the policy sensitive three year yield had fallen to its lowest since 10 September.

The bond market has decided this cycle is close to finished. Here is why it is reading the right data.

On Wednesday the August CPI printed 4.0%, up from 3.5% and a three month high. The trimmed mean did not move. It has now been 3.6% for three months running. Almost the entire gap is automotive fuel, up 14.8% in the month as the last of the excise relief unwound, plus electricity. Both sit outside the trim.

Four rate rises have not shifted underlying inflation. A fifth will not shift the price of crude.

What four rises have shifted is anything funded with debt. Apartment and townhouse approvals fell 21.2% in a single month while detached house approvals rose 3.7%. Real estate closed the week at its lowest level since January 2024.

The ASX 200 finished at 8,682.1, up 0.2%, a first weekly gain in five.

Subscribers get this before the market opens on Monday, with the full best and worst movers table, the sector breakdown and the sourcing behind every figure. Subscribe at barkerwealth.com.au, link in bio.

General information only. Not personal financial advice.

Bonds are paying again.This week the US 10-year Treasury yield touched 5.27%, its highest in nearly two decades, and the...
30/09/2026

Bonds are paying again.

This week the US 10-year Treasury yield touched 5.27%, its highest in nearly two decades, and the 30-year reached 5.61%. On Tuesday the RBA lifted the cash rate to 4.60%, a 15-year high, and this morning's CPI showed annual inflation at 4.0%.

For income investors, that changes the arithmetic. A little up the curve, carefully selected corporate bonds are now offering indicative yields of around 7% to 8% p.a. A term deposit pays today's rate until the cycle turns. A fixed-rate bond locks in its yield for the full term, provided the issuer meets its obligations.

Indicative yields are not guaranteed. Yields may still rise, and corporate bonds carry credit risk, so issuer selection and timing matter.

Barker Wealth gives wholesale investors access to corporate bonds, new issues and bond-led portfolio construction. Book a strategy call at barkerwealth.com.au, link in bio.

General information only. Not personal financial advice. Wholesale clients only. Past performance is not a reliable indicator of future performance.

No central bank we watch closely met last week, and rates moved anyway.The US 30 year Treasury yield reached 5.50%, its ...
27/09/2026

No central bank we watch closely met last week, and rates moved anyway.

The US 30 year Treasury yield reached 5.50%, its highest since 2004. Japan's 10 year touched a level last seen in 1996. Our own 10 year finished at 5.39%.

Wall Street shrugged. The S&P 500 rose 1.2%, the Nasdaq 2.1%, and Europe had its best week in four.

The ASX did not. A fourth straight weekly loss, the lowest close since 12 June, with utilities down 4.7% and telcos down 3.0%. That is not a market repricing growth. It is a market repricing everything whose value depends on the discount rate, three days out from a Reserve Bank meeting it has every reason to act at.

The Board announces on Tuesday.

Subscribers get the full weekly note: the verified best and worst three in the index, why we excluded two names other tables still had in it, and the ex-dividend run landing on the morning of the decision.

Subscribe at barkerwealth.com.au, link in bio.

General information only. Not personal financial advice. Past performance is not a reliable indicator of future performance.

Come visit us at the St. James Trust Building just across from Hype Park in the Sydney C*D. Pop in for a meeting, a coff...
27/09/2026

Come visit us at the St. James Trust Building just across from Hype Park in the Sydney C*D. Pop in for a meeting, a coffee or even just to meet us before considering working together. Fun fact: this building is where Joshua Barker started his career so the full circle location is somewhere we intend to put some roots down as we grow, we invite you on the journey!

Three central banks moved in five days. Ours meets in ten.The Federal Reserve raised 25 basis points to 3.75% to 4.00% o...
19/09/2026

Three central banks moved in five days. Ours meets in ten.

The Federal Reserve raised 25 basis points to 3.75% to 4.00% on Wednesday, its first increase since 2023, on a unanimous vote. The Bank of England held at 3.75% with three of nine voting to move. The Bank of Japan went to around 1.25% on Friday, its highest in 31 years. The US 10 year Treasury yield touched 5.04%, a level last seen in 2007.

Equities shrugged. The S&P 500 finished the week 0.1% lower. The ASX 200 closed at 8,731.2, down 0.1%.

That flat number is the least interesting thing that happened. Health care rose 3.8% and real estate fell 1.9%, and the index now sits 6.1% below its August record. The damage is not in the headline. It is in everything that was priced for cheaper money.

Governor Bullock told a parliamentary committee on Friday that upside inflation risks flagged in August now appear to be materialising. Market pricing for a rise on 29 September moved to roughly 90%.

Subscribers get the full weekly note on Monday morning: the complete index and movers tables, the sector detail behind these numbers, and where we are actually positioning against a rising rate path. None of that goes on this feed.

Subscribe at barkerwealth.com.au, link in bio.

General information only. Not personal financial advice. Barker Wealth Management Pty Ltd ABN 46 695 875 962, trading as Barker Wealth, holds AFSL 700297 and advises wholesale clients only.

Sub-regional shopping centres are among the most defensive real assets in the Australian market, and the reason is ungla...
18/09/2026

Sub-regional shopping centres are among the most defensive real assets in the Australian market, and the reason is unglamorous.

The anchors are supermarkets and discount department stores. The specialty mix runs to pharmacy, food and everyday services. People shop for these things in every part of the cycle, which means the rent roll is not a bet on consumer confidence holding up.

The second reason matters more over time. Established metropolitan centres sit on landholdings that cannot realistically be assembled again. You cannot buy that land in an established suburb today, and you cannot rebuild the centre for what the existing one is worth. Scarcity of that kind never shows up in a yield calculation, but it is what sits underneath the value when sentiment turns against the sector.

We have written the full analysis on our site: why we think the asset class is mispriced, the four metrics that actually matter when assessing one of these centres, and the single lease that usually decides whether it sells well or sells at a discount.

Read it at barkerwealth.com.au, link in bio.

General information only. Not personal financial advice. This does not consider your objectives, financial situation or needs. Barker Wealth Management Pty Ltd ABN 46 695 875 962, trading as Barker Wealth, holds AFSL 700297 and advises wholesale clients only.

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