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RBA to APRA – we’ve set house prices on fire, you fix it

March 13, 2021 by Jonathan Rochford

RBA to APRA

The RBA admits that rising house prices are creating financial stability issues, but it expects APRA to clean up its mess

Filed Under: Australia Tagged With: House Prices

Credit lessons from the Greensill downfall

March 6, 2021 by Jonathan Rochford

Greensill logo

For credit veterans Greensill’s downfall isn’t a surprise with many common red flags long associated with this business

Filed Under: Credit Tagged With: Greensill

It’s (almost) all about the yield

February 13, 2021 by Jonathan Rochford

It’s (almost) all about the yield

If central banks take away the metaphorical punch bowl, the party would quickly become a riot with asset prices trashed

Filed Under: Banks Tagged With: Central Banks, Punch Bowl, Yield

Neoliberalism is greatly misunderstood

January 21, 2021 by Jonathan Rochford

Neoliberalism is greatly misunderstood

Neoliberalism has lost the marketing battle, but the evidence points to its key tenets producing the best outcome for both rich and poor members of society.

Filed Under: Economics Tagged With: Neoliberalism

MMT’s key claim is true but simplistic

December 26, 2020 by Jonathan Rochford

2020-12-26 MMT's key claim

MMT’s claim that governments can print money is true, but there’s substantial negative consequences which are neither immediate nor blatantly evident to the untrained observer

Filed Under: Money Tagged With: MMT

Too much cash can create a crisis

December 5, 2020 by Jonathan Rochford

Too Much Money

Financial markets are delirious with stimulus and won’t stop partying until there’s a crash so big that central banks can’t effect a bail out

Filed Under: Credit Tagged With: Excessive Liquidity, Liquidity, Too Much

More cracks are appearing in Chinese credit

November 21, 2020 by Jonathan Rochford

cracks in chinese credit

The misplaced confidence of Chinese credit investors has been shaken by the default of three state owned entities including one rated “AAA”

Filed Under: China Tagged With: Chinese Credit

What’s the endgame for government and central bank stimulus?

November 14, 2020 by Jonathan Rochford

Government stimulus end game

Governments and central banks have embarked on a journey with no clear idea of where they are going, here’s five ways it could end

Filed Under: Government Tagged With: Government, Government Stimulus, Stimulus

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