Category Archives: Uncategorized

Federal ALP wipes itself out

I am a big fan of Mark the graph’s blogs (both his election blog and his currently ‘paused’ economics blog). I have been watching his work to gauge the impact of the ALP’s odd leadership non-contest. There is probably enough … Continue reading

Posted in Uncategorized | Tagged | 12 Comments

March RBA – watch the tone

The March RBA meeting has the feel of a ‘dead rubber’, with only 3.5bps of easing priced (a 14% chance) and a sense that there needs to be a big shift in either direction for the RBA to move from … Continue reading

Posted in AUD, monetary policy, RBA, Uncategorized | Tagged | 23 Comments

Jon-fish-Bernanke

The WSJ’s Jon Hilsenrath has an amusing note in which he plays Bernanke’s Babel-fish. You can read Jon’s note, or the speech for what Bernanke said. I’ve only left in what Jon says Bernanke meant – for that’s the message … Continue reading

Posted in Uncategorized | Tagged | Leave a comment

Fed exit outlines – slower buying, no selling

The WSJ’s Hilsenrath just published a review of the debates being had about how the Fed steps back from its current policy stance (85bn per month of bond buying). The two topics for debate are the pace of purchases — … Continue reading

Posted in Uncategorized | Tagged | 7 Comments

Does fiscal dominance menace the fed?

A friend who attended a conference in the USA reported back that he was surprised by how uncomfortable many monetary policy heavy-hitters were with the current fiscal-monetary policy regime. Given this, i guess it is not all that surprising that … Continue reading

Posted in FOMC, monetary policy, Uncategorized, USD | Tagged | 2 Comments

2012 in review

The WordPress.com stats helper monkeys prepared a 2012 annual report for this blog. Here’s an excerpt: 4,329 films were submitted to the 2012 Cannes Film Festival. This blog had 33,000 views in 2012. If each view were a film, this … Continue reading

Posted in Uncategorized | 2 Comments

Concerning if true

A recent poll suggested that just over half of China’s citizens thought the next few years would see a “military dispute” with Japan. From today’s Australian Financial Review.

Posted in Uncategorized | Leave a comment

Otherwise occupied?

Presumably they are all at Monsanto…

Posted in Uncategorized | Tagged | Leave a comment

US deflation risk rises

The release of the July PCE report received very little attention last week – mostly due to the fact that Bernake’s Jackson Hole speech loomed so large. With Bernanke having made a case for further easing, it is now time … Continue reading

Posted in Uncategorized | 15 Comments

Smarter than your average bear

A few bearish Aussie articles have been doing the rounds of late… This one made it to FTalphaville. For an antidote, see this post: Countries that have a rising currency and outperforming asset prices do so because they are viewed … Continue reading

Posted in Uncategorized | 3 Comments