scott morrison

Macro
Christopher Joye

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 increasingly intense debate on the subject has since been unleashed with CBA publishing no less than 3 reports on QE within about... Show More

Macro
Christopher Joye

In my column today I reveal that there are some tentative signs that the Aussie housing market may be already turning with a recovery assured by: an RBA rate cut in June; APRA's decision to slash the minimum interest serviceability rate from circa 7.25% to 6.0%, which we estimate will... Show More

Politics
Christopher Joye

In my column today I analyse why ScoMo really won, noting that "during the week I advised my investors, media colleagues and friends that it would not be surprising if Scott Morrison won the election comfortably". Click on that link to read the column or AFR subs can click here.... Show More

Fixed Income
Christopher Joye

Today I argue that Australia is behaving like the indulgent and entitled child of a billionaire, quote my own 8 year old's analysis of what the two political parties have to offer (even I was surprised), and explain why we are not residential-mortgage-backed securities (RMBS) haters and arguably one of... Show More

Fixed Income
Christopher Joye

In my column today I argue that May presents an intelligence test for RBA governor Phil Lowe; explain why the banks are already doing the heavy-lifting for it by slashing home loan rates on the back of the free-fall in both long-term risk-free rates and funding costs; further discuss the... Show More

Fixed Income
Christopher Joye

Today I argue that while Labor have given ScoMo a shot of winning the election with its shocking recent mis-steps and its bizarre tax-everything-that-moves-platform, the media coverage and political analysis has never been more biased in all likelihood because those inside the beltway fervently believe that ScoMo does not have... Show More

Christopher Joye

Today I question whether ScoMo and APRA "boned" NAB's Henry and Thorburn - it was somewhat coincidental timing given ScoMo had called for their heads 24hrs earlier - and reveal that Labor will be giving the banks an incredible $2.6 billion annual profitability gift by forcing consumers, rather than banks,... Show More

Christopher Joye

Today I write that in 1992 Paul Keating created forced public saving via superannuation yet, in an unusual oversight for an otherwise inspired policy, offered no public super solution (click on that link to read the full column or AFR subs can click here). Excerpt only: Show More