debt

We have now received the big five state budgets and can assess proposed debt issuance relative to what they projected for this coming FY23. The short story is the...

Last night NSW released its budget data for the month of April, which reaffirmed that the state's general government cash deficit for 2021-22 (FY22) will end up...

WA has downgraded its debt issuance in 2022-23 (ie, FY23) by a large $1.3bn (or 20%) from its September 2021 budget estimate of $6.4bn and by $0.6bn from its...

Following the four major banks reporting their half-year and quarterly results as at the March 2022 balance date, we have updated our estimates of the amount of...

While media reporting on Victoria's budget has been confusing, it has surprised the market, investors and analysts with material downward revisions to the size of...

A new report projects that the deficits across the key States will be up to $11 billion smaller in FY22 and up to $18 billion smaller in FY23. Coolabah Capital's...

We share three high-conviction franchised business models to navigate current macro uncertainty amid rising rates: EWCW, FXLV and MCDAbout us: GORA is an...

Following APRA's release of its October Monthly Authorised Deposit-taking Institution Statistics, we have updated our estimates of the four major banks' debt funding...

Following in the footsteps of Evergrande, our credit analysts have provided the following update on two other Chinese real estate companies that are failing to repay...

There are several recent developments in this important story, which I originally covered here. On Friday I wrote in the AFR that the NSW Treasurer, Dominic Perrottet,...