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Australian interest rates
Where next for the taper tantrum?
I have been musing on the likelihood of a new taper tantrum for months.
David Llewellyn-Smith
4 years ago
4
No macroprudential to hose off property this year
As we know, the RBA is on record saying that it won’t raise interest rates before 2024 and that it is quite happy for house prices to rise for the economy to enjoy the economic spillovers.
David Llewellyn-Smith
4 years ago
38
RBA holds cash rate at record low 0.10%
As expected, the Reserve Bank of Australia (RBA) held the cash rate steady at 0.10% today and reaffirmed the parameters of the Term Funding Facility (TFF) and bond purchase program.
Leith van Onselen
4 years ago
48
800-pound RBA gorilla doubles QE pace
A fash note from Kieran Davies at Coolabah Capital: After defending its 3-year bond yield target last week, this morning the RBA doubled its QE purchases of Commonwealth bonds.
David Llewellyn-Smith
4 years ago
20
What will the RBA do about yields?
The RBA meets tomorrow amid some serious bond market and yield turbulence.
David Llewellyn-Smith
4 years ago
19
What next for bond and stock market crashes?
What next for bond and stock market crashes?
David Llewellyn-Smith
4 years ago
3
Liberty warns APRA property prices overheating
We noted this week that mortgage applications are now so hot that banks are unable to keep up and approval times are blowing out spectacularly.
David Llewellyn-Smith
4 years ago
9
Taper tantrum 2.0 begins as markets catch hysteria virus
What a business cycle this is.
David Llewellyn-Smith
4 years ago
36
Goldman on how to hedge inflation
More interesting ruminations from a slightly less bullish Goldman Sachs on how to hedge inflation.
David Llewellyn-Smith
4 years ago
6
Why the RBA will NOT hike rates before 2024
Markets are today busily repricing the prospects for interest rate rises around the world.
David Llewellyn-Smith
4 years ago
15
Beware the illuson of wages growth
Via the FOMC: Despite a sharp spike in unemployment since March 2020, aggregate wage growth has accelerated.
David Llewellyn-Smith
4 years ago
1
How far will yields blow out and stocks fall?
I noted earlier that the US inflation panic is likely to drive yields higher yet.
David Llewellyn-Smith
4 years ago
1
UBS: RBA to adopt “Operation Twist” next
From the always worthwhile George Tharenou at UBS: We expect the RBA to tweak its QE operations At their meeting in February, the RBA extended QE and told markets they will continue to buy $5bn/week of bonds until September.
David Llewellyn-Smith
4 years ago
6
RBA: Aussie bank offshore borrowing has collapsed
Fresh from the central bank: Christopher Kent, Assistant Governor (Financial Markets) Introduction Today I will discuss some recent developments in the foreign exchange market, and provide some views on the role of the Reserve Bank’s various policy measures.
David Llewellyn-Smith
4 years ago
5
Bonds head for vaccine bust
David Llewellyn-Smith
4 years ago
7
The RBA will deliver MOAR QE
Will the RBA upsize QE at ay time?
David Llewellyn-Smith
4 years ago
23
Will K-shaped inflation crash markets?
As we know, the world enjoyed an unprecedented K-shaped recovery last year as goods boomed via stimulus and work from home.
David Llewellyn-Smith
4 years ago
7
RBA boffin: Ain’t no asset price bubbles here!
The RBA has never directly acknowledged a single asset bubble that I can recall.
David Llewellyn-Smith
4 years ago
42
Mortgage rates hit record low
Via Banking Day: Greater Bank has set a new benchmark in the mortgage market, cutting its one-year fixed rate by 20 basis points to 1.69 per cent.
David Llewellyn-Smith
4 years ago
3
If inflation rises, cash value falls
As real interest rates fall and fall, at first via central bank interest rate cuts then via rising inflation meeting central bank’s refusing to hike, cash gets less and less attractive.
David Llewellyn-Smith
4 years ago
30
Dr Leigh smashes RBA QE timidity
For many years Australia has dragged the chin on unconventional monetary policy.
David Llewellyn-Smith
4 years ago
10
When will bonds be attractive again?
With a short term inflation spike about to land on markets BofA takes a look at the critical bond yield levels that would upset stocks: No more TINA The long-standing bullish mantra for stocks has been “There is no alternative” or TINA.
David Llewellyn-Smith
4 years ago
2
Is QE blowing Australian bubbles?
David Llewellyn-Smith
4 years ago
62
Captain Lowe greenlights house prices to the moon!
Via the good Captain today in Parliament: The RBA does not – and should not – target housing prices.
David Llewellyn-Smith
4 years ago
34
Australian dollar sucked down as RBA pulls the plug
Risk is on but not for the Australian dollar which is retesting the lows again: There is only one reason for this today.
David Llewellyn-Smith
4 years ago
12
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