PLACEHOLDER WARNING: DUMMY NOTIFICATION FOR SECURITY EVENT
This week SQM Research upgraded Coolabah’s Floating-Rate High Yield Fund to a ‘Superior’ 4.25 Star investment rating.
SQM upgrades Coolabah’s Floating-Rate High Yield Fund to 4.25 stars Read More »
Governments have made progress in measuring the economic impact of climate change to date, but there are still large gaps in coverage…
Estimating the impact of climate change on GDP Read More »
An Assessment of Public Policy Implications of Decisions in relation to the NSW Generations Fund and NSW Government Debt.
Report by Dr Stephen Bartos Read More »
With the Reserve Bank of Australia (RBA) committed to reaching its legislated “full employment” objective in order to finally return inflation to its 2-3% target band, full employment…
Navigating By The Stars, Part 1: Estimating Australia’s NAIRU Read More »
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.
Forecasting the housing boom Read More »
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
Authored by Kieran Davies, Coolabah Capital Investments. In this new report, we review our real-time tracking of the Commonwealth budget. Treasurer Frydenberg is expected to publish a budget update this week, with the Mid-year Economic and Fiscal Outlook (MYEFO) reportedly due on Thursday. Treasury’s strong preference would be to publish no change to the outlook
In a new report published today we argue that this year has seen a sea change in the operation of monetary policy in Australia with the Reserve Bank adopting several unconventional measures that have been part and parcel of its peers’ policy toolkits since the global financial crisis. With the cash rate now at the Reserve
QE, the collapse of the money multiplier, and the bond multiplier Read More »
Authored by Dr James Yang, Senior Data Scientist, Christopher Joye, Chief Investment Officer, Matthew Coleman, Senior Consultant, Coolabah Capital Investments. This brief note seeks to provide some evidence on how tight state government (semi) bond spreads in Australia could go in an environment in which the RBA is seeking to drive the jobless rate back
How tight can semi-spreads go post QE? Read More »
Authored by Kieran Davies; Coolabah Capital Investments. For a number of months now Coolabah Capital Investments (CCI) has forecast that the RBA would embark on another round of policy easing, which is a view that markets have gradually come to embrace. This note summarises our current expectations regarding the precise policy mix the RBA will
Aggressive RBA Policy Easing in November Read More »
