monetary policy

As central banks around the world have cut interest rates to historically low levels, the potential impact on asset prices has become a major topic of discussion....

The purpose of this blog post is to provide a progress check and update on that controversial (at the time) "Global Equities: A Generational Buying Opportunity...

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...

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...

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...

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...

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....

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,...

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...

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...