We examine the potential economic scenarios as the virus continues to claim more victims. How might this play out? Some are seeing some potential upside!
Tag: Economics
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.
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
CPI Is Still In The Gutter! [Podcast]
We look at the latest from the ABS. The drought and lower dollar is not helping.
What will the RBA do?
https://www.abs.gov.au/AUSSTATS/abs@.nsf/DetailsPage/6401.0Dec%202019?OpenDocument
Trend Unemployment Ends 2019 At 5.1% [Podcast]
We review the latest ABS data.
https://www.abs.gov.au/AUSSTATS/abs@.nsf/DetailsPage/6202.0Dec%202019?OpenDocument
How Bushfires May Impact Tourism [Podcast]
We look at the tourism data to assess the impact on GDP, regional visits and the education sector. How much of the $60 billion contribution to GDP (fourth largest) could be impacted, and will a marketing campaign make any difference?
The Real Costs Of The Bushfires… [Podcast]
We look at the latest estimates for the costs of the bushfires, especially as they relate to tourism, and consider the problem of smoke pollution, which is something which Australia has been battling for years, but which appears to be at a new level now. How quickly will we be able to bounce back?
https://aqicn.org/city/wollongong/
How Global Banks Hold All The Cards [Podcast]
We look at an IMF working paper which maps the footprint of the top 30 banks (GSIBs) globally. They control up to 75% of business lines.
https://www.imf.org/en/Publications/WP/Issues/2019/12/27/Post-Crisis-Changes-in-Global-Bank-Business-Models-A-New-Taxonomy-48877
All Hands On Deck To Calm The Repo Market! [Podcast]
It’s crunch time for the FED as we approach the end of the year.
Drowning In Debt! [Podcast]
The World Bank issued a report on Global Waves of Debt.
They warn that the global build-up in debt is unsustainable and the risks are rising. The debt bomb is still ticking….