Estimating the impact of climate change on GDP
Governments have made progress in measuring the economic impact of climate change to date, but there are still large gaps in coverage…
Governments have made progress in measuring the economic impact of climate change to date, but there are still large gaps in coverage…
Our fundamental model of Australian swap spreads that we released in December 2021 started the new year well, predicting…
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…
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…
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…
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 …
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.
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 …
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 …