• Skip to main content

Narrow Road Capital

Australian Credit Management - Higher Returns · Lower Fees

  • Memos
  • Contact
  • Subscribe

Economics

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

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

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

Welcome to the zombie global economy

October 24, 2020 by Jonathan Rochford

zombie global economy

The number of zombie companies is growing and current policy settings point to this trend worsening in the years ahead

Filed Under: Economics Tagged With: Zombie Economy

Eviction Moratoriums Are Terrible Economic Policy

July 18, 2020 by Jonathan Rochford

Eviction Moratoriums

Eviction moratoriums are supposed to help poorer citizens, but in the long term they result in rental accommodation being more expensive.

Filed Under: Economics Tagged With: Broken Window, Economic Policy, Eviction Moratoriums, Property Rights, Tenants

Home Loan Data Shows the Economic Cost of Lockdowns

May 9, 2020 by Jonathan Rochford

Home Load Pain

The lockdown has resulted in a surge in payment problems, with one in eight home loan borrowers now unable to keep up with their scheduled repayments.

Filed Under: Economics Tagged With: Arrears, Hardship Status, Home Loans

More Write-downs and Forced Sales are Likely

March 14, 2020 by Jonathan Rochford

Writedowns & Forced Sales

As asset valuations are gradually updated, more forced sales and fund lock-ups are likely.

Filed Under: Economics Tagged With: Forced Sales, Write-downs

Narrow Road Capital’s Greatest Hits

January 2, 2019 by Jonathan Rochford

Looking through a crystal ball

Here’s my top 20 articles from the last 5 years; a mixture of credit commentary and policy pieces. The market ructions of 2018 have made my articles on Deutsche Bank, emerging market debt, cryptocurrencies, aggressive asset valuations and US high yield debt look pretty good.

Filed Under: Economics Tagged With: Greatest Hits

The Economics of Population Growth

April 1, 2018 by Jonathan Rochford

Graph showing population growth

This article discusses both the obvious and the unseen implications of population growth, with the aim of allowing all Australians and particularly our leaders to consider whether a bigger Australia is better.

Filed Under: Economics Tagged With: Economic Growth, Employment, Housing Affordability, Population Growth

  • Privacy Statement
  • Contact Us

© 2025 Narrow Road Capital Pty Ltd. ACN 156 210 696. · Privacy Statement · Contact Us