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ASX Live Blog
Market Wraps
qe
Latest news and analysis on qe
Macro
May 28, 2021 13:32
Avoiding the taper tantrum
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...
Christopher Joye
Coolabah Capital
May 28, 2021 13:32
Macro
May 26, 2021 09:33
Surging Canadian dollar a warning for RBA vis-a-vis tapering policy...
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...
Kieran Davies
Coolabah Capital
May 26, 2021 09:33
Macro
May 22, 2021 09:51
RBA unlikely to taper stimulus given fragile forecasts
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...
Christopher Joye
Coolabah Capital
May 22, 2021 09:51
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Macro
April 03, 2021 08:09
RBA delivers stealthy QE increase
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...
Christopher Joye
Coolabah Capital
April 03, 2021 08:09
Macro
March 11, 2021 09:17
RBA opens door to jobless rate in the 3s
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...
Kieran Davies
Coolabah Capital
March 11, 2021 09:17
Macro
February 12, 2021 13:37
The RBA could increase its QE program at any time...
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...
Christopher Joye
Coolabah Capital
February 12, 2021 13:37
Macro
February 09, 2021 07:03
Reddit Rambo’s retail revolution is positive, not negative, for
equities
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...
Christopher Joye
Coolabah Capital
February 09, 2021 07:03
Macro
February 08, 2021 06:58
A rare thing: the RBA snookered in public debate
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...
Christopher Joye
Coolabah Capital
February 08, 2021 06:58
Macro
February 07, 2021 15:06
Aussie QE will not fuel asset price bubbles
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...
Christopher Joye
Coolabah Capital
February 07, 2021 15:06
Macro
February 05, 2021 11:37
QE3 and QE4 are coming...
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...
Kieran Davies
Coolabah Capital
February 05, 2021 11:37
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