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Market Wraps
matt kean
Latest news and analysis on matt kean
Macro
June 25, 2022 05:10
Perrottet lumbers NSW taxpayers with $106 billion in extra debt
In the AFR I write that after 12 years of Liberal leadership, encompassing four premiers and four treasurers, NSW is sadly degenerating into one of the worst run...
Christopher Joye
Coolabah Capital
June 25, 2022 05:10
Macro
November 03, 2021 08:20
Why Aussie house prices will fall circa 20% when the RBA hikes interest rates
After Christopher Joye from Coolabah Capital recently wrote that house prices were expected to fall, some readers were shocked, having painted him as the archetypal...
Christopher Joye
Coolabah Capital
November 03, 2021 08:20
Fixed Income
November 01, 2021 08:05
NSW announces unprecedented $11 billion bond buy-back
Following Premier Dominic Perrottet's sensational announcement in late September that NSW would use the $26 billion that had accumulated in his Debt Retirement Fund to...
Christopher Joye
Coolabah Capital
November 01, 2021 08:05
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Fixed Income
October 25, 2021 07:57
NSW shocks bond markets by slashing $22 billion in debt
In the AFR today, John Kehoe reports on another huge shock for bond markets with the NSW government sensationally announcing late Friday afternoon that it will be...
Christopher Joye
Coolabah Capital
October 25, 2021 07:57
Macro
October 23, 2021 05:48
Bond market tries to bully RBA
In the AFR I write that two big dramas playing out this week are the bond market trying to bully Martin Place into tightening monetary policy and allegations that NSW...
Christopher Joye
Coolabah Capital
October 23, 2021 05:48
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