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Jonathan Rochford

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

5 recommendations to make housing affordable

October 4, 2021 by Jonathan Rochford

Housing Affordability Submission

This is Narrow Road Capital’s submission to the Federal Government’s inquiry into housing affordability

Filed Under: Government Submissions Tagged With: Housing Affordability

Bank capital matters more than liquidity

September 11, 2021 by Jonathan Rochford

Capital versus liquidity

APRA’s changes to liquidity requirements will improvement bank liquidity but won’t stop the need for government assistance during crises

Filed Under: Banks Tagged With: Capital, Capital vs Liquidity, Liquidity

Closed borders have highlighted Australia’s population Ponzi scheme

August 28, 2021 by Jonathan Rochford

Closed borders

The Covid border restrictions are an opportunity to reset migration, increase wages and employment, make housing affordable and address productivity problems.

Filed Under: Australia Tagged With: Closed Borders, Ponzi Scheme

End Lockdowns Faster With Basic Economics

July 24, 2021 by Jonathan Rochford

Basic economics for lockdowns

With better incentives and information, Australians would get vaccinated and get back to normal faster.

Filed Under: Economics Tagged With: End Lockdowns Faster, lockdowns

Governments Are Running an Anti-Productivity Agenda

July 10, 2021 by Jonathan Rochford

Governments are anti-productivity

Using debt-fuelled spending to drag forward consumption is counterproductive in the long term, it leads to stagnation, not innovation.

Filed Under: Government Tagged With: Anti-Productivity, Government

Evidence of excess liquidity is everywhere

June 14, 2021 by Jonathan Rochford

Evidence of excess liquidity is everywhere

Central banks are repeatedly replenishing the punch bowl when the guests are already trashing the venue

Filed Under: Banks Tagged With: Excess Liquidity

Does adding leverage reduce returns?

June 5, 2021 by Jonathan Rochford

Does adding leverage reduce returns?

A new study says yes and there are plenty of historical examples of how leverage can go wrong

Filed Under: Business Tagged With: Leverage, Returns

The most dangerous words in finance and economics

May 27, 2021 by Jonathan Rochford

The most dangerous words in finance and economics

The MMT experiment is just a sugar hit, we need productivity reforms to promote sustainable prosperity

Filed Under: Economics Tagged With: Dangerous Words, This Time Is Different

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