qe

Today I argue that since we blindsided participants by first putting the likelihood of the Reserve Bank of Australia launching quantitative easing (QE) back in May,...

We remain positive for the outlook for Australia and expect its economic growth to exceed that of most other developed economies. This view is informed by observations...

The very special Quantitative Easing (QE) episode from our top-rating Complexity Premia podcast is now live---go and listen at Apple or Podbean below. In this episode...

Today I write that the ASX hybrid market has had a huge rally as a result of the election, with a market-capitalisation weighted index of bank hybrids returning a...

We were the first to publicly canvass the near-term possibility of Aussie QE (actually, it was one our investors who encouraged us to dig into this), and an...

Today I explain why ANZ was nuts not to fully cut its lending rates in May; why it will be even harder for all banks to pass along the next RBA cut, which could come...

Someone (maybe it was Albert Einstein) once opined that: “Insanity Is Doing the Same Thing Over and Over Again and Expecting Different Results” It is our view that...

A good chart distils terabytes of data into a small image that delivers a big message. And to cherry-pick the messages investors need to hear most right now, we asked...

In December last year, I wrote an article entitled “Nothing Terribly Wrong” talking about the market fears being overdone. At the time the ASX 200 was down 12% from...

Who said “Let them eat cake”? Most will answer Marie Antoinette. The Storming of the Bastille on the 14th July, 1789 marked the beginning of a French Revolution that...