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Christopher Joye

RBA blowing financial stability bubble

Whereas household leverage has declined in the US and Europe in response to relatively tight monetary policy, the lax approach of Australia’s central bank has fuelled a record increase in household debt.

Christopher JoyeColumnist

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Well, life is, unsurprisingly, starting to get interesting again after a brief period of relative calm.

First, there is the spectre of a prolonged conflict between Iran and Israel. The risk is that this escalates into a forever war (if it was not one already), sucking in allied democracies and autocracies, while simultaneously disrupting supply chains in a manner that forces oil prices much higher.

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Christopher Joye is a portfolio manager with Coolabah Capital, which invests in securities, including those discussed in his column. Connect with Christopher on Twitter.

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    Original URL: https://www.afr.com/markets/debt-markets/rba-blowing-financial-stability-bubble-20241011-p5khlo