central bank

Outlook 2018: Volatility coming as central bank support winds back

Colonial First State Global Asset Management

After a favorable “risk on” year that brought numerous new highs to many stock market indices worldwide without significant drawdowns, investors have perhaps become lulled into a state of complacency and security around their investment portfolio allocations. Show More

Reserve Bank is upbeat on the business sector

CommSec

The Reserve Bank has left the cash rate at a record low of 1.50 per cent for the 10th straight month (ninth meeting). The Reserve Bank has maintained its “neutral stance” – meaning that rate hikes are as likely as rate cuts in the period ahead. In practice though no... Show More

Economic Insights - RBA leaves cash rate on hold as expected

CommSec

The Reserve Bank has left the cash rate on hold at a record low 1.5% as widely expected. The Central Bank has maintained its neutral stance, and forecasts for inflation Show More

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Economic Insights - Cash rate on hold in December as expected

CommSec

The central bank has left the cash rate on hold in December at a record low of 1.5%, maintaining its ‘wait and see’ approach For more economic insights, visit https://www.commsec.com.au/market-news/the-markets.html Show More

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October Review: Do You See What I See?

Jonathan Rochford

October was a mixed month for risk assets and a bad month for safe haven assets. The main equity indices fell in the US (-1.9%) and Australia (-2.2%), but rose in Japan (5.9%), China (2.6%) and Europe (1.8%). Commodities were also mixed with US oil (-3.2%) and gold (-2.9%) down,... Show More

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It is always dangerous to fight the Fed

Crispin Odey

It is always dangerous to fight the Fed and that is what we have been doing this year. World economic growth continues to disappoint despite the benefit of lower energy costs. Corporate earnings in most parts of the world have continued to fall and now the US is experiencing falling... Show More

OMFIF, Sticky Inflation, and the table to end all tables

Jordan Eliseo

The Official Monetary and Financial Institutions Forum (OMFIF) recently released a research report titled “The Seven Ages of Gold”, which looked at central bank activity in the gold market, over the last two centuries. It noted that net purchasing/selling patterns fell into seven distinct periods, each lasting an average of... Show More

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How central bank policies hurt savers and investors

BT Investment Management

Since 2011, the constant descent into deflation has benefitted assets that have interest rate exposure or directly benefit from falling inflation. This includes such assets as government bonds, credit securities, shares in industrial companies, property, and infrastructure. Assets that benefit from rising inflation include inflation-linked bonds, shares in resources companies,... Show More

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Why China may play the devaluation card

Saxo Capital Markets Australia

The Chinese economy is not only in decline mode, but is “possibly in worse shape than most officials perceived”, says Kay Van-Petersen, Asia macro strategist with Saxo Capital Markets. The strategist believes so because of the timing of the official rate cut. It happened bit too soon after the People’s... Show More

Chris Joye does a good job summarising three important and unanswered questions around the RBA scandal: (1) Has the RBA misled Parliament and the federal...

Livewire News

Chris Joye does a good job summarising three important and unanswered questions around the RBA scandal: (1) Has the RBA misled Parliament and the federal Treasury about what it really knew in 2007, as the key whistle-blower claimed on ABC Four Corners on Monday night? (2) Should the RBA have... Show More

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