Central Banks - Money Morning Australia

25/09/2020

More Debts Won’t Save the Big Banks — No More Responsible Lending

Josh Frydenberg seems to think that debt is the solution. And he’s going to make that happen by scrapping ‘responsible lending’ laws. In my opinion though, this lending reform won’t save the banks...

Lachlann Tierney

07/09/2020

RBA Interest Rate May as Well Be Zero — The Impact of Negative Rates

It’s not quite negative yet. But it’s getting mighty close. More money printing hijinks are afoot and a cash rate of .1% may as well be zero. What can we learn from countries that went negative though?

Ryan Clarkson-Ledward

28/08/2020

Jerome Powell, the Inflator — The US Fed’s Policy on Inflation

Jerome Powell has abandoned any care about inflation... The US Federal Reserve Chair confirmed this at this year’s (virtual) Jackson Hole summit. Stating that the Fed would no longer be strictly targeting an average 2% inflation rate for the US economy...

Murray Dawes

18/08/2020

What the Hell Is Going on? — Looking at Inflation and the US Bond Market

We’ve all been amazed by the path of markets since the COVID crisis hit. A mind-bending crash and then a relentless rally after the US Fed rode to the rescue once again. What is going on!?!

Lachlann Tierney

14/08/2020

Think ASX Bank Stocks Are Cheap? Only if Nothing Changes

Whether it's by directly holding Big Four bank shares or part of your super — a significant portion of Australians have a piece of the banking oligopoly pie. Today I discuss bank stocks relative to resources and the risk that CBDCs pose to traditional banking...

Lachlann Tierney

12/08/2020

Is Gold an Exponential Trend? — Rooting for the Apocalypse

Rooting for gold is like rooting for the apocalypse! I see it as more an inexorable trend than anything. Exponential means the gold price would need to go truly ballistic...

Ryan Dinse

03/08/2020

Are the Boomers Too Big to Fail? — Why Central Banks Prop Up Markets

Today, I want to take a step back from the here and now and instead take a look at the big picture. Because in a strange way the stock market reaction to the turbulent times of 2020 makes sense, when seen through the prism of one huge, overarching trend...

Ryan Clarkson-Ledward

17/07/2020

How the Next Banking Crisis Will Likely Unfold: Bank Bailouts or ‘Bain-Ins’

Too big to fail. It was the mantra that defined the GFC. Leading to extraordinary taxpayer-funded bailouts of banks across the world. Whenever the next banking crisis arrives, be it in a matter of weeks or years, bailouts won’t be on the table. Instead, we are likely to see ‘bail-ins’...

Ryan Dinse

14/07/2020

The Coinbase IPO and ‘Digital Gold’ — Your Best Chance at ‘FU’ Money

Coinbase wants to list on the stock market by the end of the year. In my opinion, this could be the most important IPO of the decade. What makes Coinbase very interesting is, it’s a tech company that trades in ‘digital gold’...

Ryan Clarkson-Ledward

10/07/2020

Watch Out: Weaponised Currencies Are Coming — Currency Wars

Money has become important not only as a tool for transactions, but as a means to exert influence and control. Make no mistake about it: money is a weapon. The US knows it, China knows it — and you need to know it too...