MMT – Free lunch or road to perdition?

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The following article is authored by two investment luminaries from Epoch Investment Partners: William W. Priest, CFA — Executive Chairman, Co-CIO and Portfolio Manager Kevin Hebner, PhD — Managing Director,... Read more continue reading

Podcast 11: The RBA finally unleashes the bazooka

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If the RBA cutting rates is the entrée for markets this week, then the outcome of the US election is the main course and dessert rolled into one. Tune in... Read more continue reading

Podcast 10: Has the RBA gone too far by not going far enough?

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Despite some industry heavyweights predicting a rate cut, the RBA kept rates on hold for October. What three reasons do Darren Langer and Chris Rands give that could explain the... Read more continue reading

2020 Australian Federal Budget – Infrastructure spending company

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In the 2020 Federal Budget, the Commonwealth Treasurer announced an additional A$10bn in funding for infrastructure projects over the next four years, increasing the post COVID-19 infrastructure commitment to A$14... Read more continue reading

Podcast 9: Talk is cheap

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Over the past few weeks, the RBA has started to change its narrative, suggesting that while negative rates are extremely unlikely, they’re not off the table. They’ve also hinted that... Read more continue reading

Podcast 8: Is Australia ready for more monetary stimulus?

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With Aussie bonds in high demand across the world, a growing demand for a more aggressive fiscal response from the Australian government, and a rise in COVID-19 cases in Victoria... Read more continue reading

Podcast 7: Sting in the tale

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Is the RBA too concerned with front end rates that are aimed at helping the banking sector at the expense of the taxpayer who, ultimately, will be picking up the... Read more continue reading

Podcast 6: Out of step

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Despite the RBA’s recent monetary and fiscal intervention, a recession still seems to be on the cards. Why is the RBA so unwilling to follow along with more unconventional policy... Read more continue reading

Economic freeze sends US oil price sub-zero

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While reviewing the overnight market on the 21st of April 2020, no doubt we were not alone in taking a moment or two to comprehend the number we saw. West... Read more continue reading

Fed to go negative? Any idea can seem ‘crazy’ until it becomes fact

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The market is becoming focused on whether the Federal Reserve (Fed) will take rates negative. Admittedly, Powell has thrown a bit of cold water on it by saying that they... Read more continue reading