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Market Wraps
reserve bank of australia
Latest news and analysis on reserve bank of australia
Macro
April 03, 2023 11:23
Cash flow, excess savings & the risks to consumer spending
Consumer spending could hold up for longer than commonly thought if households change their saving behaviour.
Kieran Davies
Coolabah Capital
April 03, 2023 11:23
Macro
March 24, 2023 15:53
Lessons from past financial crises for the RBA’s monetary policy
A central bank will prioritise financial stability over dealing with high inflation if the instability evolves into a financial crisis.
Kieran Davies
Coolabah Capital
March 24, 2023 15:53
Macro
March 20, 2023 07:43
The Risk of Higher Rates the RBA’s Overlooking
Its policy rate is well below the Fed’s. That can’t last: the RBA can’t indefinitely fight and must ultimately follow the Fed.
Chris Leithner
Leithner & Company Ltd
March 20, 2023 07:43
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The Rules of Investing
March 10, 2023 10:03
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
March 10, 2023 10:03
Macro
March 09, 2023 14:02
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
March 09, 2023 14:02
Macro
February 21, 2023 12:29
Why the demolition job on the RBA should be considered carefully
Recent calls for an overhaul of the RBA need to be considered carefully as maintaining the RBA’s independence is critical.
Mark Gardner
MPC Markets
February 21, 2023 12:29
Asset Allocation
February 17, 2023 11:45
Schroders: What the 2023 reset means for multi-asset and credit investors
A better environment lies ahead for investors in the next 18 months or more, explain Schroders' Simon Doyle and Mihkel Kase.
GROW
Schroder Real Return Active ETF
ASX:GROW
Followed by
14
people
GROW
Schroder Real Return Active ETF
ASX:GROW
Followed by
14
people
Glenn Freeman
Livewire Markets
February 17, 2023 11:45
Macro
February 09, 2023 15:51
Investment opportunity exists despite a likely tough year
ahead
We're less convinced of a soft landing for global markets but expect this year will be better than the last, with some big bright spots.
Leon de Wet
Elston Asset Management
February 09, 2023 15:51
Macro
December 22, 2022 14:23
“The RBA talks a big game but has the walk of the lame,” says GSFM
A keen eye on the inflationary threat, rather than its own communication errors, is what the RBA (and the economy) needs right now, says Stephen Miller
Glenn Freeman
Livewire Markets
December 22, 2022 14:23
Investment Theme
October 06, 2022 12:56
Aussie home price speculation is a "mug's game" but the sector's still hard to beat
The Reserve Bank of Australia’s shock decision to start slowing the pace of interest rate rises this week has spurred yet more speculation on the implications for...
Glenn Freeman
Livewire Markets
October 06, 2022 12:56
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