Podcast 5: Credit crunch or crisis?

From

With an expected 10% contraction in GDP, rising unemployment, and inflation at the lowest level we’ve seen in decades, how has COVID-19 impacted credit markets and what’s next for interest... Read more continue reading

Podcast 4: The RBA’s buying spree

From

The RBA has been buying up big, purchasing around $36bn in government and semi-government bonds throughout March. But when is enough, enough and can these efforts really help stave off... Read more continue reading

Podcast 3: The Rate Debate Special Edition

From

In response to the coronavirus epidemic, the RBA cut the cash rate on 19 March to 0.25% and announced a number of QE measures. In the long run, will the... Read more continue reading

Podcast 2: Down, but not out

From

On 3 March 2020, the RBA cut rates by 25 basis points to 0.50% in response to the coronavirus. But have they cut too early? And what happens if markets... Read more continue reading

Podcast 1: The Rate Debate

From

What do you get when you throw a 32-year-fixed-income veteran into the room with a 32-year-old fixed income millennial? The Rate Debate. Amidst the outbreak of the coronavirus, ongoing bushfires... Read more continue reading

NSW: The first trillion-dollar economy in Australia

From

NSW Chief Economist Stephen Walters yesterday launched the landmark NSW 2040 Economic Blueprint: Investing in the State’s Future. The Blueprint presents a 20-year economic vision for the State, with strategies... Read more continue reading

Battling deflation

From

Policymakers are looking at the deflation endgame. In the last decade, we have been treated to a real-life demonstration of the possibilities of macro-economic policy that our parents’ generation would... Read more continue reading

The great unwind of the Federal Reserve’s balance sheet, and whether it actually matters

From

Gyrations in equity markets over the past three months have been significant. After a -4.2% decline in December and -11% fall for the final quarter of 2018, global equities have... Read more continue reading

Brexit and its contagion

From

Bill Priest, CEO and co-CIO at New York-based Epoch Investment Partners, manager of the Grant Samuel Epoch Global Equity Shareholder Yield Funds, provides an update with two subjects — Epoch’s... Read more continue reading

King, Keynes and Knight: Insights into an uncertain economy

From

One small footnote to the Brexit controversy: It has invigorated my interest in Lord Mervyn King’s concept of radical uncertainty. As the former governor of the Bank of England laid... Read more continue reading