Categories
Australian interest rates
The tragedy of Glenn Stevens
RBA head Glenn Stevens was at the height of his powers late yesterday in a new speech that is worth a full read: Remarks to ASIC Annual Forum 2016 I’m pleased to be here to take part in ASIC’s annual forum.
David Llewellyn-Smith
8 years ago
51
Australian bank funding costs relaunch
Perhaps it was Captain Glenn’s soothing words backfiring or John McGrath buying more of his own stock but whatever it was yesterday the CBA CDS price did not like it, relaunching 12% to 117bps.
David Llewellyn-Smith
8 years ago
4
RBA is jawboning alright, bank funding costs!
Never mind the dollar.
David Llewellyn-Smith
8 years ago
13
Australian bank funding cost rocket flames out
Some more relief for Australian bank funding costs Friday, as expected.
David Llewellyn-Smith
8 years ago
Australian Ponzi Index eases back
The CBA CDS price is finally demonstrating the easing I’ve been expecting for some weeks down four points from my last update to 110bps.
David Llewellyn-Smith
8 years ago
2
Pepper flogs home loans as securitisation freezes
David Llewellyn-Smith
8 years ago
22
Still defenseless in the global currency war
Are we really going to ride through this global currency war completely defenseless?
David Llewellyn-Smith
8 years ago
57
Introducing the Australian Ponzi Index
A little relief today in funding costs for Australian banks with markets oddly deciding that the day the global commodity bear market rally went belly up was the right one to ease up on CBA CDS as it fell seven points to 114bps.
David Llewellyn-Smith
8 years ago
14
Bill Evans on RBA minutes
From our Bill at Westpac: The minutes of the March monetary policy meeting of the Board of the RBA provided no real surprises.
David Llewellyn-Smith
8 years ago
6
Australian bank funding cost rocket continues to lead global stress
The Australian bank funding cost rocket is still refusing to cool off.
David Llewellyn-Smith
8 years ago
10
Bank funding cost rocket fires again as ANZ gives RBNZ the bird
The Australia bank funding cost rocket is back after just one day’s relief.
David Llewellyn-Smith
8 years ago
5
From Bernanke “put” to Yellen “call”
From the WSJ: For some investors, the Fed’s caution might bring to mind the late 1990s.
David Llewellyn-Smith
8 years ago
7
Would Graeme Wheeler shift for a million dollars?
Reserve Bank Governor of New Zealand Graeme Wheeler earns $600k per annum.
David Llewellyn-Smith
8 years ago
37
Some bank funding cost relief at last
David Llewellyn-Smith
8 years ago
3
Australian banks lead the global funding squeeze
David Llewellyn-Smith
8 years ago
22
Australian bank funding cost rocket rises
It’s the fly in the ointment that just won’t go away.
David Llewellyn-Smith
8 years ago
15
Rampant Kouk goes all-in on rate hikes
From a now rampant Kouk: Could the next move in interest rates be up and could it happen relatively soon?
David Llewellyn-Smith
8 years ago
43
More deposit rate hikes coming…
From Deutsche some good news for savers before the RBA snuffs it out again: Average term deposit spreads for the majors (on “best rates” within the broadly defined short term and medium term categories) improved slightly during the last month.
David Llewellyn-Smith
8 years ago
4
Bank funding cost rocket fires again
Amid the now wild bear market rally in everything commodities, one price is proving to be surprisingly resilient to the downside.
David Llewellyn-Smith
8 years ago
3
PIMCO: Avoid Aussie property
From Robert Mead of PIMCO: While travelling this week to Newport Beach for PIMCO’s upcoming Cyclical Forum, I was pleasantly surprised to see “The Big Short” was one of the movie options on the plane.
David Llewellyn-Smith
8 years ago
31
Australian bank shorts rocket with funding costs
From the AFR: Short positions in the banks have skyrocketed over the past 12-months – and are now worth more than $8 billion.
David Llewellyn-Smith
8 years ago
5
More banks hike mortgage rates on funding cost rocket
From Banking Day: According to comparison site Mozo, 13 lenders increased their owner occupier variable rates last month and five reduced them.
David Llewellyn-Smith
8 years ago
9
More evidence of the dodgy mortgage broker channel
Cross-posted from Martin North.
David Llewellyn-Smith
8 years ago
26
Australian ABS, RMBS delinquencies rise
From Moody’s today comes an update on securitisation delinquencies. Auto asset-backed securities (ABS) are deteriorating in a rising trend: That trend looks likely to trouble GFC highs pretty soon.
David Llewellyn-Smith
8 years ago
11
Bill Evans sees RBA doves
From our Bill: As expected, the RBA Board decided to leave the cash rate unchanged at 2.0%.
David Llewellyn-Smith
8 years ago
11
Newer Articles
Older Articles
Page
112
of
142
Newer Articles
Older Articles
Advertisement