November Rain – Implications of RBA QE for Investors
In November, the RBA took monetary policy to new extremes by cutting the cash rate to near zero and embarking on a massive new Quantitative Easing program.
The forecasting crowd creates great opportunities for others
Sometimes opportunities arise because market participants cause pricing in a particular segment of the market to become highly skewed in one direction.
Commsec Executive Series
Tom Piotrowski speaks with Ardea IM’s Gopi Karunakaran regarding rising US interest rates, the outlook for Australian interest rates and the ActiveX Ardea Real Outcome Bond Fund (Managed Fund) (XARO).
Australian Rate Hike Expectations Collapse
The RBA has been signalling for some time now that the next move in rates, when it eventually comes, will be up rather than down.
Markets wake up to China risk
We’ve been noticing early warning indicators of China risk flaring up and those risks have now become real.
Wages, Wages, Wages
Despite strong domestic job creation, wage growth in Australia remains subdued and is part of the reason we believe the RBA’s policy tightening cycle will lag the US.
Incoming RBA Governor Philip Lowe’s speech
Tamar Hamlyn discusses recent comments from incoming RBA Governor Philip Lowe on 8 September 2016 on research conducted within the RBA and other monetary policy bodies.