rba

Latest news and analysis on rba

Macro

The RBA strongly signals a pause in April

The RBA will consider pausing in raising rates at its April board meeting.
Kieran Davies
Coolabah Capital
Investment Theme

How does the current financial chaos impact the Australian market?

I wrote my last wire just before the current proverbial hit the fan. The US 2-year bond yield was trading just over 5%. The good old days… But the point of the article...
Greg Canavan
Fat Tail Investment Research
Property

Property affordability has fallen 39% in a year. But are the seeds for the next rally being sown right now?

Analysis conducted for Livewire suggests the great Australian dream is now even more out of reach than previously thought.
Hans Lee
Livewire Markets
Education

The RBA’s mistake was cutting the Cash Rate

By cutting too far, the RBA helped create high inflation. Normalising interest rates is the economically prudent response.
Jonathan Rochford
Narrow Road Capital
Macro

The RBA has forgotten its job

And Alan Kohler believes the economy is headed for recession because of it.
David Thornton
Livewire Markets
The Rules of Investing

Alan Kohler: We're in for a recession we didn't need to have

The RBA could've paused, but it didn't. And this will be the consequence.
The Rules of Investing
Livewire Markets
Equities

The equity market is ignoring history

Greg Canavan from Fat Tail says rate cutting cycles are actually bad news for equity investors, not good. Why? Find out here.
Greg Canavan
Fat Tail Investment Research
Macro

It's time to start talking about rate cuts

Recent comments by the RBA combined with softer economic data likely signal that we are in the final stages of the RBA’s hiking cycle
Andrew Canobi
Franklin Templeton
Macro

The coming global recession and monster default cycle

In this new, punchy episode of the Complexity Premia podcast, we discuss a range of important developments including: The coming global recession and monster default...
Christopher Joye
Coolabah Capital
Fixed Income

If you can’t earn 9pc, you’re better off in cash

The “new normal” of low rates for long is being replaced by a return to the “old normal” of cash offering a return above expected inflation 
Christopher Joye
Coolabah Capital