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Australian interest rates
Australian dollar and bonds fade Lunatic RBA optimism
David Llewellyn-Smith
4 years ago
2
Bill Evans: Weak growth trashes RBA and Budget outlook
Via Bill Evans of Westpac: The Australian economy grew by a disappointing 0.4% in the September quarter for annual growth of 1.7%.
David Llewellyn-Smith
4 years ago
17
Joye rides to Recessionberg’s rescue
Via Chris Joye today: As this column feared, the government is losing control of its otherwise impressive fiscal policy legacy as the Reserve Bank of Australia seeks to deflect blame for its failure to hit its legislated inflation and employment targets.
David Llewellyn-Smith
4 years ago
37
RBNZ drops $20bn capital requirement on Aussie banks
Bravo RBNZ again: The Reserve Bank of New Zealand today released its final decisions following its comprehensive review of its capital framework for banks, known as the Capital Review.
David Llewellyn-Smith
4 years ago
14
Lunatic RBA botches start to unconventional policy
In his recent speech describing unconventional policy options, Governor Phil Lowe noted that: The fourth policy response was forward guidance.
David Llewellyn-Smith
4 years ago
3
Mwahaha: Citi hikes mortgage rates
Via Banking Day: Citibank is facing a backlash from politicians and consumer groups this morning after moving to claw back recent home loan rate cuts from new borrowers.
David Llewellyn-Smith
4 years ago
35
RBA & APRA thrilled with low mortgage property bubble
Those looking for imminent macroprudential will be disappointed I fear.
David Llewellyn-Smith
4 years ago
10
Bill Evans: RBA overconfident of rebound
Via Bill Evans at Westpac: As expected, the Reserve Bank Board decided to leave the cash rate unchanged at 0.75%.
David Llewellyn-Smith
4 years ago
7
RBA holds, retains easing bias
The RBA decision is out and holds no great surprises with no move but a strong easing bias: At its meeting today, the Board decided to leave the cash rate unchanged at 0.75 per cent.
David Llewellyn-Smith
4 years ago
21
Grenville: Ignore ratings agencies and spend!
At the AFR, monetary curmudgeon Stephen Grneville is making sense: Rating agency Standard and Poors has just issued its usual finger-wagging warning to Australia about the dangers of budget deficits.
David Llewellyn-Smith
4 years ago
5
Shadow RBA turns more dovish
Having missed every signal under the Sun for as far back as I can remember: Rates Should Stay on Hold Into the New Year The unemployment rate ticked up to 5.3% in October, while real wage growth fell further, to 0.5%.
David Llewellyn-Smith
4 years ago
Bill Evans: Australian dollar to keep falling as RBA cuts
Via Bill Evans of Westpac on the RBA and the Australian dollar: The Reserve Bank Board meets next week on December 3.
David Llewellyn-Smith
4 years ago
6
Budget and RBA confront “material downside” in capex
David Llewellyn-Smith
4 years ago
11
Bonds launch as Westpac declares QE a go in 2020
Bill Evans of Westpac: Westpac now expects two rate cuts next year from the RBA with the cash rate cut to 0.25% in June 2020.
David Llewellyn-Smith
4 years ago
27
More on RBA QE
Via the excellent Damien Boey at Credit Suisse: Overnight, RBA Governor delivered a speech about unconventional monetary policy, as it might apply in Australia.
David Llewellyn-Smith
4 years ago
10
Lunatic RBA to slash rates to 0.25% then do QE
From the Lunatic RBA last night: Unconventional Monetary Policy: Some Lessons From Overseas Philip Lowe, Governor Thank you for the invitation to address this year’s Annual Dinner of the Australian Business Economists.
David Llewellyn-Smith
4 years ago
14
Quantitative peopling is destroying Australia
David Llewellyn-Smith
4 years ago
85
Disgraceful Debelle pretends to care about wages
From the Lunatic RBA: Employment and Wages Guy Debelle Over much of the past three years, employment has grown at a healthy annual pace of 2½ per cent.
David Llewellyn-Smith
4 years ago
36
Nomura: The bond bull is back
A week old but worth listening to.
David Llewellyn-Smith
4 years ago
2
Bill Evans on how the RBA should do QE
Via Bill Evans at Westpac: The minutes of the November monetary policy meeting of the Reserve Bank Board give us no significant reason to change our view that the next rate cut will occur in February.
David Llewellyn-Smith
4 years ago
28
Why you should ignore Goldman on Aussie interest rates
David Llewellyn-Smith
4 years ago
3
OECD slays Budget, RBA growth outlooks
Via the OECD today: Trade conflict, weak business investment and persistent political uncertainty are weighing on the world economy and raising the risk of long-term stagnation, according to the OECD’s latest Economic Outlook.
David Llewellyn-Smith
4 years ago
8
Sockpuppet: RBA no “lock” for more cuts
From the RBA sockpuppet, Terry McCrann, today: The Reserve Bank did not “seriously ponder” a “shock” Cup Day rate cut — as some have interpreted, or rather misinterpreted, the minutes of that meeting.
David Llewellyn-Smith
4 years ago
2
Bill Evans: RBA to stick with February cut
Via Bill Evans at Westpac: The minutes of the November monetary policy meeting of the Reserve Bank Board give us no significant reason to change our view that the next rate cut will occur in February.
David Llewellyn-Smith
4 years ago
5
Uber-dovish RBA minutes sink Australian dollar
David Llewellyn-Smith
4 years ago
9
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