Unintended Consequences of a Greek Default
Credit spreads for Deutsche Bank and BNP are rising vertically. This is mostly in anticipation of a Greek default.BIS statistics show that Germany,...
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Expect no change from the RBA today
The overwhelming consensus from interbank futures and most - if not all - market economists is that the RBA will keep policy on hold at this...
335 Views
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...
2.3k Views
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...
347 Views
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...
375 Views