PLACEHOLDER WARNING: DUMMY NOTIFICATION FOR SECURITY EVENT
Exciting new episode of Coolabah’s Complexity Premia Podcast out now!
In this new paper, Coolabah’s Chief Macro Strategist, Kieran Davies, and its Chief Investment Officer, Christopher Joye, examine the case for the RBA launching QE 2.0 after the current $100 billion QE program, which has helped slow the ascent of both long-term interest rates and Australia’s trade-weighted exchange rate, expires. They focus, in particular, on …
Our portfolio performance in 2020; Our forecasts for 2021, including housing, unemployment, QE and macro markets generally; The burgeoning conflict between democracy and autocracy; and Our thoughts on the big left- and right-tail risks, including the prospect of major power conflict.
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