The global factor driving Aussie swap spreads
Our fundamental model of Australian swap spreads that we released in December 2021 started the new year well, predicting…
The global factor driving Aussie swap spreads Read More »
Our fundamental model of Australian swap spreads that we released in December 2021 started the new year well, predicting…
The global factor driving Aussie swap spreads Read More »
Writing for the Australian Strategic Policy Institute’s The Strategist today, Coolabah Capital Investments’ Chief Investment Officer Christopher Joye unveils Coolabah’s new War Lab…
War Lab Revealed by ASPI’s The Strategist Read More »
Coolabah has attempted to forecast both the advent of “herd immunity” in Australia and when governments will be comfortable opening-up our borders to both inflows and outflows of vaccinated human capital, subject to…
Forecasting Australian herd immunity and opening up our borders: early to mid 2022 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
Forecasting QE3 Program Read More »