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ASX Live Blog
Market Wraps
monetary policy
Latest news and analysis on monetary policy
Macro
February 05, 2021 16:39
Heading for “QE: Infinity” -- reactions to the RBA this week
This week the RBA Governor Philip Lowe has delivered his outlook for the year and an additional $100 billion in QE, bringing the total expanded balance sheet to over...
Mia Kwok
Livewire Markets
February 05, 2021 16:39
Macro
November 28, 2020 10:05
RBA’s monetary and fiscal fusion
In the AFR today I write that Reserve Bank of Australia governor Phil Lowe’s greatest legacy will be the fusion he has forged between fiscal and monetary policy since...
Christopher Joye
Coolabah Capital
November 28, 2020 10:05
Macro
November 14, 2020 21:18
What’s the endgame for government and central bank stimulus?
The tsunami of monetary and fiscal stimulus this year is a continuation of the policies implemented when the Financial Crisis began. When these first started the few...
Jonathan Rochford
Narrow Road Capital
November 14, 2020 21:18
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Education
November 04, 2020 17:05
The rate that starts a nation
In case you missed it, there was another event on yesterday - one that featured bonds and bankers rather than whips and jockeys. The RBA had their November meeting...
Dan Miles
Innova Asset Management
November 04, 2020 17:05
Equities
November 04, 2020 13:57
An opportunity like no other for small caps
As the country pulls itself out of a global crisis we see both monetary and fiscal stimulus working overtime, presenting an opportunity like no other for small caps....
Sinclair Currie
NovaPort Capital
November 04, 2020 13:57
Macro
October 01, 2020 05:24
Why the RBA is delaying much-needed stimulus
In the AFR I write (twitter link here) that the Reserve Bank of Australia’s deputy governor Guy Debelle has delivered one of the most dovish speeches of his career,...
Christopher Joye
Coolabah Capital
October 01, 2020 05:24
Macro
September 16, 2020 11:31
The price of doing more fiscal policy
I was recently asked whether it is really true that the AA and AAA rated state governments are having to pay materially more to raise capital to fund their budget...
Christopher Joye
Coolabah Capital
September 16, 2020 11:31
Macro
July 24, 2020 17:30
The Road to Economic Hell is Paved with Good Intentions | Webinar &
Podcast
Today we look at a rough roadmap of what would need to happen on the road to suspending capitalism and markets being artificially held up indefinitely. Whilst we've...
Damien Klassen
Nucleus Wealth
July 24, 2020 17:30
Fixed Income
July 21, 2020 18:40
Insight: RBA Open to Lowering 3-Yr Yield Target to 0.10%
By Sophia Rodrigues For the first time since announcing the package of measures on March 19, the Reserve Bank of Australia has opened up the possibility of lowering...
Sophia Rodrigues
Central Bank Intel
July 21, 2020 18:40
Macro
July 16, 2020 11:04
Stimulus Fuels Breakdown Between Markets and Economic Reality
The global economy has only just commenced its recovery from the depths of the largest economic setback in modern history, yet stock markets have bounced strongly from...
Andrew Clifford
Platinum Asset Management
July 16, 2020 11:04
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