monetary policy

Neo-Fisherism is both interesting and amazingly counterintuitive at the same time. Whilst Neo-Fisherism has launched an attack on the Taylor Rule applied by central...

RBA Governor Lowe has detailed his preference for a possible RBA Quantitative Easing (QE) program after further possible RBA rates cuts. Lowe suggests ‘’if’’ the RBA...

In January 2014, over five years ago, we wrote in our Half Year Report: “As a nervous January in the markets comes to an end, we still believe the ending of active...

Opinion has been extremely divided about the recent Fed rate cut. Some say it was necessary and prudent, others say it wasn't needed, and there are even those who say...

It is a sign of the times when investors are asking these kinds of questions. How do you go bankrupt in Europe (or the US) when the central bank is your underwriter?...

Global debt today is as high as it ever has been. Driven by loose monetary and fiscal policies, leverage is enormous and market dislocations numerous. We are in...

The RBA cut official interest rates for the second consecutive month last week. The objective is to reduce excess capacity in the labour market and generate inflation....

The RBA’s description of its monetary policy mandate states that it “has a duty to maintain price stability, full employment, and the economic prosperity and welfare...

Last month, there was probably no one more surprised than Australian Prime Minister, Scott Morrison – or “ScoMo” – to which he is commonly referred. ScoMo had just won...

The Reserve Bank has been doing some stargazing lately. Not the kind that sit high in the sky but rather the kind that help it determine how tight or how loose...