reserve bank of australia

We’re in a place we could never have foreseen just 18 months ago, and in more ways than one. COVID, of course, blindsided everyone. But looking back a little over a...

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...

When Treasurer Josh Frydenberg unveiled his “Securing Australia’s Recovery” budget, he delivered his address to Parliament without uttering the words “quantitative...

By now most investors are tiring of their inboxes being filled by sell-side economists and strategists talking about reflation, how much more optimistic they are...

The local market started positive and faded to flat, before global buying after lunch in the large caps drove the market into a positive low turnover day. We continue...

To say that government debt levels are high is nothing new. Even before COVID hit, despite years of austerity, debt levels were already extremely elevated. But after...

The stock market tends to be driven by narrative. For much of last year, the narrative was that bad news was good news. Bad economic news meant bond yields fell and...

Most of the time, financial markets ebb and flow like the tide. All boats are lifted or fall together. But sometimes, different assets part company, responding to the...

For investors at least, central banks have arguably become as important as the economies they oversee, as markets fixate on the ebb and flow of government bond-buying...

Australian and global economies in 2021 will grow about 1.3% faster than forecast in December, according to the OECD. Research from the international policy body...