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…
Corona Virus
War Lab Revealed by ASPI’s The Strategist
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…
Forecasting Australian herd immunity and opening up our borders: early to mid 2022
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…
Global Empirical Forecasts of COVID-19 Trajectories Under Limited Information on the Efficacy of Intervention Strategies
Authored by Kai Lin, Christopher Joye, Nathan Giang, and Dr Adam Richardson; Coolabah Capital Investments. As the novel coronavirus and its associated disease COVID-19 started to rapidly transmit around the world in early 2020, the financial, social and health impacts represented a 1-in-100 year shock, the likes of which had not been observed since the …
Peak Virus: Forecasting the Peak in COVID-19 Infections in the US and Australia
Authored by Kai Lin and Christopher Joye, Coolabah Capital Investments. As we move through “peak virus”, our team has spent time reflecting on significant trigger points that might precipitate fundamental changes in future market sentiment. In this note, we publish preliminary internal forecasts for the distribution of COVID-19 infections in the US and Australia focussing …
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