reserve bank of australia

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...

In February, Australia had the worst performing government bond market in the developed world. The Australian 10-year government bond posted a -7% total return, while...

In November, Australia entered uncharted territory as the RBA announced the introduction of Quantitative Easing (QE) via $100 billion of purchases of 5- to 10-year...

An even-bet chance of a “hot war” with China poses a grave threat to Australian investors and the economy overall, warns Coolabah Capital’s Christopher Joye. “We’ve...

When I opened my last letter to investors in June, I said that recovery was certain. The extraordinary fiscal response, and a likely vaccine, would help end the sharp...

Yesterday's drastic action by the Reserve Bank of Australia suggests it is embarking on a last-ditch effort to demonstrate its inflation targeting commitment, even at...

Many of us are now familiar with the impact of low interest rates on our savings. For those unhappy with the meagre return on cash and term deposits, spare a thought...

There are five reasons why this downturn and the subsequent recovery will be different to anything that has gone before. This economic downturn and recovery differs...

The Reserve Bank of Australia has signalled its intention to more meaningfully utilise the unconventional and controversial monetary policy tool known as quantitative...

After the latest wave of central bank rate reductions my clients and contacts have been consistently asking whether central banks know what they are doing. Given rate...

The Reserve Bank of Australia opted to leave interest rates on hold. But with key parts of the economy in decline, it may be just a matter of time before it has to cut...

After 27 years, the Australian economy is finally facing a recession. Neither monetary nor fiscal policy look set to save it and yet again we appear highly dependent...

Since 2014 Australia’s private sector has been on a borrowing binge which has seen private sector debt rise to levels last seen prior to the GFC in 2008. But to what...