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Buy Hold Sell
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Buy Hold Sell
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Success and More Interesting Stuff
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Categories
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monetary policy
Latest news and analysis on monetary policy
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
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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
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
July 01, 2022 06:52
Macro
June 17, 2022 08:42
RBA model points to a house price slump of around 30%
A key finding from the RBA’s Saunders-Tulip model of the housing market that we have emphasised in judging the outlook for house prices is the extreme sensitivity of...
Kieran Davies
Coolabah Capital
June 17, 2022 08:42
Macro
June 14, 2022 13:24
Record high inflation could trigger a fresh financial crisis
Italy’s 66th post-war government collapsed in January 2021 when a coalition led by Prime Minister Giuseppe Conte crumbled. President Sergio Mattarella encouraged the...
Michael Collins
Magellan
June 14, 2022 13:24
Macro
May 03, 2022 15:40
Game, set and match: The RBA delivers its first election rate hike since 2007
For the first time since November 2010, the cash rate target has been lifted in Australia and for the first time since the reign of Glenn Stevens, the monetary...
Hans Lee
Livewire Markets
May 03, 2022 15:40
Macro
April 07, 2022 09:46
Chart of the Week - Global Policy Pivot
Monetary Policy from Tailwind to Headwind: Last year I counted 123 rate hikes across 41 central banks… meanwhile already so far this year I’ve counted 67 interest...
Callum Thomas
Topdown Charts
April 07, 2022 09:46
Macro
March 03, 2022 11:05
Inflation risks could trigger tight Fed policy
A risk-management approach to unexpectedly high US inflation suggests that a fast return to neutral funds rate – 2½% on the Fed’s calculation or about 2% on market...
Kieran Davies
Coolabah Capital
March 03, 2022 11:05
Macro
March 02, 2022 07:54
Chart of the Week - China property market
China Property Prices: The Chinese property market downturn extended through January, with the majority of cities seeing prices fall vs December, and close to 50% of...
Callum Thomas
Topdown Charts
March 02, 2022 07:54
Macro
February 16, 2022 08:58
Chart of the week - The Fed vs the stockmarket
Fed sweet spot indicator: Rate hikes, all else equal, tend to be bad for risk assets in that it incrementally removes monetary tailwinds, raises the discount rate...
Callum Thomas
Topdown Charts
February 16, 2022 08:58
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