by Max Pacella | Jul 23, 2021 | Macro & Markets
The story so far In response to the crisis and subsequent financial market crash, global central banks engaged in policies aimed at increasing liquidity within markets and attempting to promote economic growth and stability. Accommodative monetary policies included...
by Mike Young | May 21, 2021 | Macro & Markets
In 1991, the total value of Japanese real estate was estimated to be USD $20 trillion, 5 times that of the entire US, despite having only a fraction of their land size. The value of Metropolitan Tokyo alone was equal to the total value of the US, with the land just in...
by Jesse Imer | Apr 7, 2021 | Macro & Markets
If there is anything that the central banks have learned – especially our RBA – since the 2007/2008 Global Financial Crisis (GFC), it is that monetary policy is more effective when it is transparent and understood by financial markets. Gone are the days where a...
by Max Pacella | Apr 6, 2021 | Macro & Markets
As we close out the first quarter for CY2021 and a flurry of economic updates enter our inboxes, now seems like an appropriate time to take a closer look at the business cycle and its relationship to markets and the economy. Whilst the business cycle is closely linked...
by Jesse Imer | Mar 8, 2021 | Fixed Income
There has been a lot of hype over the last few weeks regarding the sell-off in sovereign bond yields, most of it fixated on longer-duration government issued fixed-rate bonds of maturities 7+ years from now (2028 or later). Due to the sheer overwhelming demand for...
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