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Buy Hold Sell
Expert Insights
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qe
Latest news and analysis on qe
Macro
Quantitative Tightening
Some "inside-baseball" monetary policy machinations were revealed by the RBA yesterday, which banks and other expert RBA watchers summarise as the central bank...
Christopher Joye
Coolabah Capital
Macro
It was clear the RBA needed to raise rates this year before the inflation data...
The RBA should continue to wind back the policy stimulus delivered during the pandemic when it meets next month. The RBA will stop buying government bonds and there is...
Kieran Davies
Coolabah Capital
Macro
The little known, $317bn to $430bn QE4 wave that will swamp QE3...
Folks are starting to turn their minds to what life looks like after the end of the RBA's bond purchase program. There's a fairly robust consensus that Martin Place...
Christopher Joye
Coolabah Capital
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Fixed Income
Time to taper all the taper talk
The market has become obsessed with the word ‘taper’, as it does with jargon from time to time, overusing a word from the Queen’s good English. As my writer wife...
Andrew Canobi
Franklin Templeton
Macro
RBA increases QE3 stimulus by 40 per cent
In the AFR I write that after months of debate about whether the Reserve Bank of Australia would increase or decrease its stimulus in recognition of the COVID-induced...
Christopher Joye
Coolabah Capital
Fixed Income
Big news for government and bank bond markets: APRA shuts down $139 billion Committed Liquidity Facility, forcing banks to buy government bonds
There has been very big news today for both the government and bank bond markets in what would have come as a significant shock to the banking system and almost all...
Christopher Joye
Coolabah Capital
Macro
RBA gets third time lucky with dovish taper implying $147bn of QE buying
After two consecutive months of surprises provoked by the RBA trying (unsuccessfully) to shift from its prior posture of data-dependent "nowcasting" to boldly...
Christopher Joye
Coolabah Capital
Macro
Is the RBA taper vs non-taper decision a non-event for September?
The RBA "taper vs non-taper" decision for its bond purchase, or quantitative easing (QE), program will be resolved in September with many banks (eg, UBS, DB, CBA,...
Christopher Joye
Coolabah Capital
Macro
RBA taper, non-taper options
I don't want to get back into the speculation game of what the RBA does or does not do in September. I've covered this territory before --- with the surprising move...
Christopher Joye
Coolabah Capital
Macro
Economists again calling on RBA to adjust QE taper in light of recession
Interesting thoughts here from UBS on the RBA's QE program (see below), which reflects the emerging consensus, although I would personally like to secure some more...
Christopher Joye
Coolabah Capital
Macro
Four signals from the Fed you don't want to miss
COVID-19 has changed the world and the repercussions will be felt in the bond market for several years. But the message from markets is murky, at best. We're at the...
Mia Kwok
Livewire Markets
Macro
Sophia Rodrigues gets the wobbles on QE3
There is one little-known RBA watcher who has got things more-or-less right of late: Central Bank Intel's Sophia Rodrigues. About one month before the RBA announced...
Christopher Joye
Coolabah Capital
Macro
Resilience and elasticity in the face of extreme adversity
My heart goes out to the many millions of individuals, families, and businesses staring down the barrel of extreme, lockdown-induced adversity across the country right...
Christopher Joye
Coolabah Capital
Macro
Lowe’s monetary policy revolution
In the AFR I write that in an important new speech on Thursday, RBA governor Phil Lowe confirmed that the central bank is grappling with the big macro questions that...
Christopher Joye
Coolabah Capital
Macro
Phil Lowe provides more detail on the length of QE program
In the Q&A following his excellent speech today highlighting a 3 point something NAIRU, RBA Governor Phil Lowe provided further nuance and detail around his QE...
Christopher Joye
Coolabah Capital
Macro
RBA's third bond buying program arrives and will likely be more than $100bn in size...
After months of anticipation, the RBA finally delivered on its third quantitative easing (QE) program. Way back on 5 February 2021, when Coolabah first forecast a $100...
Christopher Joye
Coolabah Capital
Macro
Open borders are the next big regime change
In the AFR today I write that a crucial new development in the COVID-19 debate has been State governments declaring their hands on when Australia should resist...
Christopher Joye
Coolabah Capital
Macro
Frydenberg’s miracle, saving AAA rating
In the AFR this weekend, I write that make no mistake, Treasurer Josh Frydenberg has pulled off a minor miracle saving Australia’s prized AAA credit rating, which has...
Christopher Joye
Coolabah Capital
Macro
AFR's John Kehoe confirms RBA's QE3 will likely be $135bn or more
In line with our analysis earlier in the week, the AFR's Economics Editor, John Kehoe, far and away the most accurate and precise RBA media conduit, has today...
Christopher Joye
Coolabah Capital
Macro
RBA sets up July to move to open-ended QE, likely exceeding $100 billion
The RBA has provided clear signalling that in July it will move to a new form of open-ended quantitative easing (QE) at the current run-rate of $5 billion of bond...
Christopher Joye
Coolabah Capital
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most
popular
Equities
2 stocks fundies would bet the house on (and the biggest risks to Value investing over the next 12
months)
Buy Hold Sell,
Livewire Markets
Equities
Buy Hold Sell: 5 stocks for your radar right
now
Buy Hold Sell,
Livewire Markets
Equities
It's been 11 months since this portfolio manager invested in Pilbara Minerals and Lynas. This is what’s
next.
Ally Selby,
Livewire Markets
Fixed Income
Why Coolabah Capital's Christopher Joye thinks the "mother of all default cycles" has
started
Hans Lee,
Livewire Markets
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