Low Rates, No Rates – Speculate More And Hold Cash!
What happens in a low interest rate setting and why banks won’t lend, but speculate.
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Black Swans Squared – The Property Imperative Weekly 1st February 2020 [Podcast]
The latest edition of our weekly finance and property news digest with a distinctively Australian flavour. Contents: 00:20 Introduction 00:40 US Markets 02:00 Coronavirus 06:00 Federal Reserve 10:08 China 13:40 Japan 14:20 UK 15:30 Brexit 16:20 Euro Zone 17:20 Germany 17:45 Deutsche Bank 20:15 Australian Segment 20:15 Growth outlook and the virus 23:30 Economics 24:30 … Continue reading “Black Swans Squared – The Property Imperative Weekly 1st February 2020 [Podcast]”
Black Swans Squared – The Property Imperative Weekly 1st February 2020
The latest edition of our weekly finance and property news digest with a distinctively Australian flavour. Contents: 00:20 Introduction 00:40 US Markets 02:00 Coronavirus 06:00 Federal Reserve 10:08 China 13:40 Japan 14:20 UK 15:30 Brexit 16:20 Euro Zone 17:20 Germany 17:45 Deutsche Bank 20:15 Australian Segment 20:15 Growth outlook and the virus 23:30 Economics 24:30 … Continue reading “Black Swans Squared – The Property Imperative Weekly 1st February 2020”
Credit Growth Stirs – Perhaps! [Podcast]
We look at the latest from the RBA and APRA. Credit growth is still in the doldrums. https://www.rba.gov.au/statistics/frequency/fin-agg/2019/fin-agg-1219.html https://www.apra.gov.au/news-and-publications/apra-releases-monthly-authorised-deposit-taking-institution-statistics-for-1
Credit Growth Stirs, Perhaps…
Its the last day of January, so the RBA has released their credit aggregates to the end of December 2019 and APRA released their latest modified Monthly Authorised Deposit-taking Institution Statistics. Looking at the RBA data first, over the past month housing credit stock (the net of new loans, repaid loans and existing loans) rose … Continue reading “Credit Growth Stirs, Perhaps…”
Yield Curve Inverts, Briefly
The fears relating to the coronavirus and weakish consumer sentiment from the US, plus the Feds hold decision turned the tables on the US yield curve overnight, with the 3-month rate 2 basis points higher than the 10-year at one point. Its slightly positive now… but this is a sign of uncertainty. Plus a measure … Continue reading “Yield Curve Inverts, Briefly”
Will The Coronavirus Hit Growth?
We look at what the economists are saying about the potential impact. Tourism and exports are likely to be hit – and these are significant to the Australian economy. More broadly, will global growth be hit?
MMT: coming to a politician near you! With Dr. Steven Hail | Nucleus Investment Insights
Nucleus Wealth’s Head of Investment Damien Klassen, Tim Fuller, and Dr. Steven Hail discuss cover “MMT: coming to a politician near you!” Dr. Hail holds a PhD in Economics and is a lecturer in the topic at the University of Adelaide, where he uses a modern monetary frame to understand macroeconomic issues. Topics on the … Continue reading “MMT: coming to a politician near you! With Dr. Steven Hail | Nucleus Investment Insights”
Coronavirus will hurt spending in China, with spillover to global companies
On 29 January, the World Health Organization said that China’s coronavirus has infected nearly 6,000 people domestically so far, with an additional 68 confirmed cases in 15 other countries. The primary impact is on human health. However, the risk of contagion is affecting economic activity and financial markets. The immediate and most significant economic impact … Continue reading “Coronavirus will hurt spending in China, with spillover to global companies”
John Adams Hits A Home Run In The Senate Cash Inquiry
The Senate held a hearing in Sydney today relating to the Cash Restrictions Bill. There were a good number of Australians in the audience. Economist John Adams made a powerful presentation, linking the proposed cash ban with civil liberties, monetary policy and negative interest rates.