qe

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...