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Anthony Doyle

The executive series: Inflation and interest rates

Cross Asset Investment Specialist, Anthony Doyle speaks with CBA's Tom Piotrowski about the outlook for inflation and interest rates. They also discuss some of the factors investors need to be aware of when investing during a bull market.

13 July 2021 | Anthony Doyle
Lower interest rates, house prices and super: The keys to Australia's household wealth

Lower interest rates, house prices and super: The keys to Australia's household wealth

One of the most important channels that lower interest rates works through is via higher asset prices, leading to increased levels of household wealth. Theoretically, households should consume more as wealth rises. Changes in the ‘wealth effect’ are a key factor in assessing the outlook for the Australian economy, because a large share of the economy is household consumption.

22 June 2021 | Anthony Doyle
Chart of the week | Oil and breakevens

Chart of the week | Oil and breakevens

Whilst last year’s favourite word amongst investors was “unprecedented”, this year “reflation” appears to be the word on everyone’s lips. For central bankers and investors, breakeven rates are an important measure of inflation expectations. Simply put, the breakeven rate is the difference between the yield of a nominal bond and an inflation-linked bond of the same maturity.

18 February 2021 | Anthony Doyle
Emerging markets and the reopening trade

Emerging markets and the reopening trade

So far, the global economic recovery from the Covid-19 fallout has been led by developed markets and emerging Asia, spearheaded by China. Looking ahead, we think the catchup trade could ripple out across other emerging markets, driven by the availability of vaccines, the reflationary impulse from China and developed markets, and the lagged impact of monetary easing.

12 February 2021 | Anthony Doyle, Alex Duffy
A new year, a new RBA announcement

A new year, a new RBA announcement

The first RBA meeting of 2021 kicked off this week with one big surprise - further easing measures to the tune of $100 billion worth of government bonds. What does this mean for investors, and what headwinds can we expect? Find out with Anthony Doyle in the first episode of the Doyle Download for 2021.

03 February 2021 | Anthony Doyle
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