A new narrative for the Australian dollar (update)
Two months ago, Evidente published a report which suggested that contrary to the RBA's view that the currency remained over-valued, the Australian...
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Australia's Banks are Not Properly Understood
So often, we hear of the indebted consumer and the impending bad loan crisis in Australia. Or the story is about the mining sector and a slowing...
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Rate cut today, but what of tomorrow?
More policy easing appears to be imminent. Interbank futures suggest there is a 70% probability of a 25 basis point rate cut at today's RBA...
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Beware of bubble talk, for now (Part II)
In last week’s post, I discussed a speech delivered by the RBA Governor in New York on April 21st (The world economy and Australia), in which he...
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Beware of bubble talk, for now
In a wide ranging speech delivered overnight in New York, Glenn Stevens, provided more colour on his prior communications in which he has bemoaned...
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