qe

In the AFR this weekend I write that for all the inflation hype, the Reserve Bank of Australia’s challenge has been a persistent paucity of price pressures, and...

The Reserve Bank of Australia (RBA) will decide in July whether to extend the 3-year bond yield target and undertake further quantitative easing (QE) when the current...

In the AFR this weekend I write that if the RBA’s powerful board was considering the possibility of pre-emptively tapering its monetary policy stimulus, recent...

In the AFR I write that one of the most interesting developments in local financial markets this week has been ANZ breaking the drought of senior bank bond supply with...

RBA Governor Lowe delivered a very important speech yesterday on “The recovery, investment and monetary policy” at the AFR's business review conference. Arguably the...

In the AFR today I write that financial markets overlooked a potentially profound exchange last Friday that pierced the Reserve Bank of Australia’s impenetrable...

In this punchy, 31min episode of Coolabah's Complexity Premia podcast, Ying Yi Ann Cheng and I discuss a range of important developments, including: Coolabah's...

It's not often the boffins at the RBA are snookered in a public debate. But so it was on Friday, when the very bright Governor of the RBA, Dr Phil Lowe, and his...

In the AFR this weekend I write that the Reserve Bank of Australia has launched a new and entirely necessary monetary policy regime that will involve sustained...

In this flash note, we forecast a very high probability of a $100 billion QE3 program succeeding the $100 billion QE2 commitment the RBA sensationally announced this...

The market adage of January being the barometer for equity market performance for the year will always get tossed around as investors outline their roadmap for the...

As we predicted last week with our detailed QE 2.0 paper (see here), the RBA today surprised the market by announcing another $100 billion of Commonwealth and State...

In the AFR today I write that while we are very bullish on Antipodean growth over the next 12 months, there is certainly a lot to be anxious about at present. We have...

In this new paper, Coolabah's Chief Macro Strategist, Kieran Davies, and its Chief Investment Officer, Christopher Joye, examine the case for the RBA launching QE 2.0...

In the AFR today I write that markets are focused on what the Reserve Bank of Australia’s Governor Phil Lowe and Deputy Governor Guy Debelle decide regarding how they...

The RBA's dilemma is very neatly explained by these charts, which are screen-shots from our internal systems (see below). They show that the interest rates on both...

I write in the AFR this weekend that Standard & Poor’s has confirmed that Australia’s AAA rating is rock-solid despite downgrading both NSW and Victoria...

November delivered a lot of reasons to be optimistic for the future ahead, with multiple vaccines announced, a settled US election and a democratic-republican spit...

In the AFR today I write that I am delighted to deliver big news: despite Melbourne's horrifically long lockdown, home values are increasing again alongside the price...

In October, the Reserve Bank of Australia (RBA) communicated that it would consider lowering 10-year Australian government bonds yields and would not be surprised if...