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Latest
Buy Hold Sell
Livewire Live
Series
Alternatives in Focus
Buy Hold Sell
Expert Insights
Fund in Focus
Income Series
Listed Series
Livewire Live
Meet The Investor
Outlook Series
Rapid Fire
Reporting Season
Signal or Noise
Success and More Interesting Stuff
The Rules of Investing
Undiscovered Funds
Categories
Asset Allocation
Commodities
Daily Report
Education
Equities
Fixed Income
Funds
Investment Theme
Macro
Private Assets
Property
Find funds
monetary policy
Latest news and analysis on monetary policy
Education
September 05, 2023 15:34
Reflections ahead of Philip Lowe’s last speech
Arguably the most significant lesson is that future Governors should intervene with monetary policy far less than he did.
Jonathan Rochford
Narrow Road Capital
September 05, 2023 15:34
Fixed Income
August 22, 2023 07:35
Chart of the Week - Higher for Longer?
This week Central Bankers head to Jackson Hole to discuss structural shifts, long-term bond yields are going to be a key topic of interest..
Callum Thomas
Topdown Charts
August 22, 2023 07:35
Macro
August 01, 2023 15:05
Why the RBA's August pause doesn't rule out another hike in September
Will Governor Phil Lowe go out with a bang with just one meeting left in his tenure?
Hans Lee
Livewire Markets
August 01, 2023 15:05
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Macro
July 20, 2023 15:30
What’s driving inflation and what does it mean for monetary policy?
There has been an argument in recent months suggesting corporate profits are driving inflation. In this wire, I'll argue why that's wrong.
Jonathan Kearns
Challenger
July 20, 2023 15:30
Macro
June 23, 2023 18:45
History points to the risk of tight monetary policy
Past rate hike cycles have seen tight monetary policy to control inflation.
Kieran Davies
Coolabah Capital
June 23, 2023 18:45
Macro
June 06, 2023 16:03
The RBA hikes again & signals the risk of more to come
The RBA is worried by high inflation and wants to anchor expectations.
Kieran Davies
Coolabah Capital
June 06, 2023 16:03
Macro
May 19, 2023 15:30
Bank competition, the incomplete pass-through of the cash rate & loan payments
Mortgage rates have risen by less than the cash rate, although there has still been a substantial increase in loan payments.
Kieran Davies
Coolabah Capital
May 19, 2023 15:30
Macro
March 21, 2023 12:29
The RBA strongly signals a pause in April
The RBA will consider pausing in raising rates at its April board meeting.
Kieran Davies
Coolabah Capital
March 21, 2023 12:29
Macro
March 20, 2023 09:50
Cost-push or demand-pull inflation?
The RBA is fighting inflation with higher rates but how effective will it be without suitable fiscal policy support?
John Abernethy
Clime Asset Management
March 20, 2023 09:50
The Rules of Investing
March 10, 2023 10:03
Alan Kohler: We're in for a recession we didn't need to
have
The RBA could've paused, but it didn't. And this will be the consequence.
The Rules of Investing
Livewire Markets
March 10, 2023 10:03
Macro
February 21, 2023 12:29
Why the demolition job on the RBA should be considered carefully
Recent calls for an overhaul of the RBA need to be considered carefully as maintaining the RBA’s independence is critical.
Mark Gardner
MPC Markets
February 21, 2023 12:29
Fixed Income
February 08, 2023 13:17
Is the RBA setting monetary policy in the rear-view
mirror?
A lively discussion from the champions of fixed income
Chris Rands
Yarra Capital Management
February 08, 2023 13:17
Fixed Income
November 08, 2022 11:42
Chart of the Week - CRE Credit Crunch
Commercial Real Estate Outlook: I just had a look at the latest Fed Loan Officer survey, and things are not looking good for what is a heavily credit-driven sector…...
Callum Thomas
Topdown Charts
November 08, 2022 11:42
Macro
November 02, 2022 09:43
Chart of the Week - A small (monetary policy) pivot
Small Central Bank Interest Rate Decision Tracker: Back again onto one of my favorite charts — this one tracks monetary policy interest rate moves across the...
Callum Thomas
Topdown Charts
November 02, 2022 09:43
Macro
October 06, 2022 06:46
Chart of the Week - Inflation Expectations and the Fed
(dis)Inflation Expectations: Declining inflation expectations will be well received by the Fed and markets with respect to the prospects of a pivot or at least a...
Callum Thomas
Topdown Charts
October 06, 2022 06:46
Macro
September 23, 2022 10:24
China is not Australia's biggest uncertainty: RBA's
Bullock
The term "free money" has been everywhere in financial markets for most of the last two years. Its genesis comes from the fact that central banks pumped enormous...
Hans Lee
Livewire Markets
September 23, 2022 10:24
Macro
September 14, 2022 07:20
Chart of the Week - Disinflation desire
Pricing Pressures Peaked (Piqued?): The global PMI pricing pressure indicator peaked earlier this year, and if past correlations hold we should expect further...
Callum Thomas
Topdown Charts
September 14, 2022 07:20
Fixed Income
September 01, 2022 05:38
Australian credit spreads provide great opportunities but maintain quality
The patience of investors in more credit oriented fixed income funds has been sorely tested over the last 12 months. For such investors returns have been challenged...
Clive Smith
Russell Investments
September 01, 2022 05:38
Education
August 15, 2022 08:04
Why inflation is and will remain high
Everybody knows that consumer prices in Australia, Britain, the U.S. and other countries have risen rapidly over the past year, and most investors know that they’re...
Chris Leithner
Leithner & Company Ltd
August 15, 2022 08:04
Fixed Income
July 01, 2022 06:52
The recent change in the Australian credit cycle may only be temporary
One of the interrelationships often utilised by investors in more credit heavy portfolios is that interest rates will provide a level of protection against ‘risk off...
Clive Smith
Russell Investments
July 01, 2022 06:52
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most
popular
Equities
Paul Moore's stock to buy and hold for the next 25 years
Hans Lee,
Livewire Markets
Equities
A contrarian assessment of Macquarie Group
Chris Leithner,
Leithner & Company Ltd
Equities
It won't get any better from here for Aussie
banks
David Thornton,
Livewire Markets
Equities
Buy Hold Sell: 3 all-weather businesses (and 2 that no longer make the
grade)
Buy Hold Sell,
Livewire Markets
view all
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