Lowe speech to Economic Society today following Tuesday RBA Board meeting. Pushing back against market pricing?   

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RBA Governor Lowe spoke yesterday to the Australian Economic Society yesterday on The Labour Market and Monetary Policy. Following in the wake of Tuesday’s RBA decision I expect the Governor... Read more continue reading

Inflation: transitory or persistent?

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“The big talking point in the market at the moment is inflation. Over the last 40 years inflation has been generally contained within or below the targets we have seen... Read more continue reading

A tale of two hemispheres: Economic recovery from COVID-19

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While much of the developed world appears to be on the road to recovery, aided by the rapid roll-out of vaccines, the outlook for many poorer countries is far less... Read more continue reading

Podcast 17: Could an increase in interest rates derail the housing market?

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The market has seen a small increase in fixed-rate mortgages from some of the banks. Is this the beginning of a tightening cycle and has the Australian consumer seen the... Read more continue reading

Podcast 16: Are we heading for a debt trap?

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The government’s policies have been focused on spending and encouraging Australians to borrow more, driving strong credit growth. The impact of this approach is that the more indebted Australian’s are,... Read more continue reading

Six reasons to not worry about inflation

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It’s that time in the cycle again. US bond markets and commentors are worried about inflation. But with US unemployment at 6.2%, should this be a concern? Before we begin,... Read more continue reading

Podcast 15: Is the free ride over?

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The RBA’s stimulus policies have boosted the economy post COVID-19 driving increases in house prices, retail sales, and employment but is this a double-edged sword? Darren Langer and Chris Rands... Read more continue reading

Podcast 14: What’s driving interest rates higher?

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Bonds experienced their fastest sell off since 2009, resulting in the largest one month rise in 10-year yields. Given the economic outlook is looking more positive globally, is the rise... Read more continue reading

Podcast 13: Could housing be the good news story for 2021?

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Everyone loves a good housing story and it’s looking like 2021 could become a best seller. But at what cost? According to the numbers, we’re still in an economic hole,... Read more continue reading

Credit market valuations imply improved fundamentals in 2021

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High-yield corporate bond and floating-rate loan markets ended 2020 on the up, with a strong rally following news of vaccine efficacy in November. The loan market closed the year with... Read more continue reading