coolabahcap

Should we worry about a spike in US inflation?

This is an article published by Kieran Davies, Chief Macro Strategist, on Livewire recently. Key former policy-makers and academics have raised concerns about US inflation risks stemming from an unprecedented peacetime stimulus delivered as the economy is recovering rapidly. However, overheating seems unlikely in the short term, with Fed forecasts suggesting it will take until …

Should we worry about a spike in US inflation? Read More »

Video: Lessons from 30 years in credit markets

This is an interview with Jason Lindeman, Head of Credit Research, published on Livewire recently. Jason Lindeman, Head of Credit Research at Coolabah Capital Investments, has seen some unusual things in his three decades managing credit. From Argentinian gaming companies operating from river boats, European and UK poultry farms when bird flu first hit, an …

Video: Lessons from 30 years in credit markets Read More »

Forecasting the housing boom

Coolabah’s Chief Macro Strategist, Kieran Davies replicates one of the RBA’s internal models on the Australian housing market and finds that house prices are expected to appreciate by about 25% over the next few years. Read the overview enclosed below.

RBA QE is being outpaced by rest of the world, putting upward pressure on A$ and implying more QE is needed…

This is an article published by Kieran Davies, Chief Macro Strategist, on Livewire recently. In a world of near-zero interest rates, the stance of monetary policy is now better measured by the size and composition of a central bank’s balance sheet. In Australia’s case, the RBA’s adoption of unconventional monetary policy has seen its balance …

RBA QE is being outpaced by rest of the world, putting upward pressure on A$ and implying more QE is needed… Read More »

Forecasting QE3 Program

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 …

Forecasting QE3 Program Read More »

Scroll to Top