Coolabah Expands Investment Team
Coolabah Capital Investments (CCI) is excited to announce some new additions to our investment team. With 24 years experience in fixed-income markets, Roger Douglas…
The global factor driving Aussie swap spreads
Our fundamental model of Australian swap spreads that we released in December 2021 started the new year well, predicting…
War Lab Revealed by ASPI’s The Strategist
Writing for the Australian Strategic Policy Institute’s The Strategist today, Coolabah Capital Investments’ Chief Investment Officer Christopher Joye unveils Coolabah’s new War Lab…
Report by Dr Stephen Bartos
An Assessment of Public Policy Implications of Decisions in relation to the NSW Generations Fund and NSW Government Debt.
Forecasting Australian herd immunity and opening up our borders: early to mid 2022
Coolabah has attempted to forecast both the advent of “herd immunity” in Australia and when governments will be comfortable opening-up our borders to both inflows and outflows of vaccinated human capital, subject to…
Navigating By The Stars, Part 1: Estimating Australia’s NAIRU
With the Reserve Bank of Australia (RBA) committed to reaching its legislated “full employment” objective in order to finally return inflation to its 2-3% target band, full employment…
Video: Using artificial intelligence in bond markets and trying to short Virgin senior bonds
Enclosed is a new Livewire video interview with Jason Lindeman, Coolabah’s highly experienced Head of Credit Research, which covers: Why Coolabah…
Should we worry about a spike in US inflation?
This is an article published by Kieran Davies, Chief Macro Strategist, on Livewire recently. Key former policy-makers and academics have raised concerns about US inflation risks stemming from an unprecedented peacetime stimulus delivered as the economy is recovering rapidly. However, overheating seems unlikely in the short term, with Fed forecasts suggesting it will take until …
Video: Lessons from 30 years in credit markets
This is an interview with Jason Lindeman, Head of Credit Research, published on Livewire recently. Jason Lindeman, Head of Credit Research at Coolabah Capital Investments, has seen some unusual things in his three decades managing credit. From Argentinian gaming companies operating from river boats, European and UK poultry farms when bird flu first hit, an …
Forecasting the housing boom
Coolabah’s Chief Macro Strategist, Kieran Davies replicates one of the RBA’s internal models on the Australian housing market and finds that house prices are expected to appreciate by about 25% over the next few years. Read the overview enclosed below.
