monetary policy

The Reserve Bank of Australia recently guided the cash rate to 0.13% and expects it to remain around that level but there’s a reason why it has no plans to reduce the...

Investing across the cycle requires a firm grasp of the fundamentals, and perhaps nothing is more fundamental than the flow of money and credit.Indeed, the current...

Easing geo-political tensions and better growth momentum as we entered 2020 are but a distant memory. The month of March delivered rolling shocks—from the spread of...

By Sophia RodriguesA landmark moment in the Reserve Bank of Australia’s monetary policy went largely unnoticed last month – the use of two instruments to pursue...

The purpose of this blog post is to take an objective and balanced account of what may well end up becoming a generational buying opportunity in global equities. To...

The last seven days have been historic times in markets. The eleven-year bull market that started on 9 March 2009 finally ended eleven years and two days later, amidst...

Everything going on is nuts. Greek bonds are yielding less that Australian bonds, QE is on the cards from the RBA and the S&P500 is trading on a lofty 18 times forward...

We've spoken at length about lack of growth, demand and inflation in the global economy, and see government spending as one of the key ways inflation may see an...

In the latest episode of Coolabah Capital Investments' popular Complexity Premia podcast we discuss: a summary of the bond market’s performance in 2019; the...

The passing of Paul Volcker this week has seen an outpouring of tributes to “the giant who slayed inflation”. Whilst he is most well known for leading the Federal...