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Jonathan Rochford

Submission to the National Housing and Homelessness Plan

September 21, 2023 by Jonathan Rochford

Submission to the National Housing and Homelessness Plan

Australia’s construction industry cannot supply the housing and infrastructure necessitated by extraordinarily high levels of migration.

Filed Under: Government Submissions Tagged With: National Housing and Homelessness Plan, Submission

Reflections ahead of Philip Lowe’s last speech

September 5, 2023 by Jonathan Rochford

Reflections ahead of Philip Lowe’s last speech

Arguably the most significant lesson is that future Governors should intervene with monetary policy far less than he did

Filed Under: Banks Tagged With: Philip Lowe, RBA

The RBA’s mistake was cutting the Cash Rate

March 23, 2023 by Jonathan Rochford

The RBA’s mistake was cutting the Cash Rate

By cutting too far the RBA helped create high inflation. Normalising interest rates is the economically prudent response.

Filed Under: Banks Tagged With: Cash Rate, Cash Rate Cut, RBA, RBA Mistake

Submission to the review of the Reserve Bank of Australia

November 22, 2022 by Jonathan Rochford

Submission to the review of the Reserve Bank of Australia

The RBA’s errors stem from a lack of diversity in economic analysis, with its often contradictory aims setting it up to fail.

Filed Under: Australia Tagged With: Reserve Bank of Australia, Submission

The rent is too darn high

April 30, 2022 by Jonathan Rochford

The rent is too darn high

The rapid decline in residential properties available for rent points to a greater proportion of low income Australians becoming homeless

Filed Under: Money Tagged With: House Prices, Housing, Rent, Rental Affordability

Do rate rises cause recessions?

March 26, 2022 by Jonathan Rochford

Do rate rises cause recessions?

Governments and economists might finally be realising that excessive stimulus creates and exacerbates recessions

Filed Under: Government Tagged With: Excessive Stimulus, Rate Rises, Recessions

The cyclicality of capital allocation

February 26, 2022 by Jonathan Rochford

Cyclicality of capital allocation

With long term bond yields rising, investors are likely to allocate their capital very differently than they did in the last few years

Filed Under: Investment Tagged With: Bond Yields, Capital Allocation, Capital Investment, Investment

A bear market without a recession?

January 29, 2022 by Jonathan Rochford

Bear market without a recession

The prospect of a recession normally accompanies a slump in asset prices, but the current starting point and trigger are somewhat different from historical examples

Filed Under: Australia Tagged With: Bear Market, Recession

An outlook for 2022

December 24, 2021 by Jonathan Rochford

Outlook for 2022

Higher interest rates, dumb politics and euphoric markets are key risks for asset prices in 2022

Filed Under: Investment Outlook Tagged With: 2022, Investment Outlook

The stupidity of rent controls

November 20, 2021 by Jonathan Rochford

stupidity of rent controls

Rent controls are an example of government intervention in order to fix the problems caused by previous government interventions

Filed Under: Government Tagged With: Housing, Rent Controls

The credit story of the year

November 13, 2021 by Jonathan Rochford

The credit story of the year

The demise of Chinese property developers and the wider impacts are likely to be the credit story of the year

Filed Under: Credit Tagged With: China, Chinese Property Developers, Evergrande

A Nobel prize for debunked research?

October 16, 2021 by Jonathan Rochford

Nobel Prize

The claim that increasing the minimum wage doesn’t lead to reduced employment goes against the vast majority of studies

Filed Under: America Tagged With: Nobel Prize

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