April 2021 - AU | Coolabah Capital Investments

Complexity Premia Podcast, Episode 24

A special episode of the Complexity Premia podcast is an audible version of a new research paper from Kieran Davies…

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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

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Video: Lessons from 30 years in credit markets

Livewire, Video / coolabahcap

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

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Forecasting the housing boom

Research / coolabahcap

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.

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Complexity Premia Podcast, Episode 23

Podcast / Complexity Premia

Housing Affordability Non-Crisis; Bond Market Rebound; March Performance; Bank Liquidity Issues; RBA’s QE3 Program; Credit Markets; & Budget Deficits…

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