Aussie Macro Moments

A friend kindly pointed out that I had said on 25 January 2012 that "If the RBA cuts again in February , and further thereafter , as some analysts believe they will, expect to see the return of r...

http://christopherjoye.blogspot.com/2013/02/what-has-happened-to-aussie-house.html

This is an exception, but you can read my long feature story on David Irvine, ASIO, ASIS, DSD, Stuxnet, Flame, MiniFlame, Gauss, Duqu, the NSA and cyber-warfare over at the AFR for FREE now here ...

http://christopherjoye.blogspot.com/2013/01/afr-article-on-asio-and-cyber-war-now.html

As per my comments below, all my posts are going to my AFR blog now. You can access it for free here . RSS URL: http://www.afr.com/rss/blog/christopher_joye RSS FEED NAME: christopher_joye

http://christopherjoye.blogspot.com/2012/12/all-posts-going-to-afr-blog-now.html

G'day, I will be migrating most of this blog over to my AFR blog , which is also free. You can subscribe to the AFR blog through the following RSS feed details: RSS URL: http://www.afr.com/rss/b...

http://christopherjoye.blogspot.com/2012/12/this-blog-is-going-to-sleep-soon.html

I have some ideas on the future of super, and how to go about selecting fund managers. You can read them over at the AFR here .

http://christopherjoye.blogspot.com/2012/12/consumer-confidence-to-revolutionise.html

Actually, I flagged this weeks ago after the soft wages data. But you can read my AFR column on the RBA's December board meeting over at the AFR here .

http://christopherjoye.blogspot.com/2012/11/why-december-rate-cut-is-now-likely.html

Yep, it was truly a love fest. The banks' gushing praise for APRA and John Laker was a little over the top---especially when they responded to questions about whether they had enough capital with...

http://christopherjoye.blogspot.com/2012/11/the-banks-love-affair-with-apra.html

I have two AFR stories--one print and one online--today. The first in print is called the "price of bank safety ". You can read it here . It opens as follows: Investors expect a trade-off betwee...

http://christopherjoye.blogspot.com/2012/11/1-price-of-bank-safety-and-2-who-will.html

In the Weekend AFR I have a page one, exclusive news story entitled, “RBA GOVERNOR MULLING RETIREMENT”. You can read it here .  I also have my standard Saturday column, “HOUSING GAIN, ...

http://christopherjoye.blogspot.com/2012/11/saturday-afr-news-exclusive-and-column.html

I love this column , which echoes my views on the subject (see here ). Excerpt below... IF the value of your total assets fell by 6 per cent would you be insolvent? If you are sensible, prob...

http://christopherjoye.blogspot.com/2012/11/fantastic-column-from-ozs-adam.html

Read all about the big news for banks, non-banks, and FX traders outside the AFR's pay-wall here . Amazingly, this was completely missed by the media aside from the AFR's reporters (and online me...

http://christopherjoye.blogspot.com/2012/11/shorten-and-stevens-throw-knuckle-balls.html

From the usually very dovish Westpac: The annualised growth rate of the Westpac–Melbourne Institute Leading Index, which indicates the likely pace of economic activity three to nine months int...

http://christopherjoye.blogspot.com/2012/11/no-surprise-aussie-growth-expected-to.html

Read my AFR column in reaction to the IMF news on the Aussie dollar today here  (free).

http://christopherjoye.blogspot.com/2012/11/afr-column-aussie-dollar-joins-big-boys.html

Read it here .

http://christopherjoye.blogspot.com/2012/11/what-i-said-about-aussie-dollar-bc.html

Hmmm, I have warned about this for too long to recall: Banking Day : HSBC has confirmed it is in talks to sell its US$9.3 billion (A$9.0 billion) stake in China's Ping An Insurance, as it conti...

http://christopherjoye.blogspot.com/2012/11/ironic-hsbc-gets-out-of-non-core.html

Re-advocating my Son of Wallis idea too. Read it here .

http://christopherjoye.blogspot.com/2012/11/another-good-afr-op-ed-on-big-banks.html

You can read my AFR column today on the IMF's reform ideas for Australia's banking system here . I open up like this: "The International Monetary Fund has recommended a raft of fundamental polic...

http://christopherjoye.blogspot.com/2012/11/imf-rebukes-apra-and-rba-on-too-big-to.html

Read it here for free .

http://christopherjoye.blogspot.com/2012/11/weekend-afr-column-why-westpac-has-best.html

You can read about this fascinating new analysis over at the AFR here .

http://christopherjoye.blogspot.com/2012/11/cba-analyst-why-westpac-is-australias.html

Read about it over at the AFR here  (outside of the paywall).

http://christopherjoye.blogspot.com/2012/11/cba-comes-up-with-new-tool-for.html

This is a terrific effort .

http://christopherjoye.blogspot.com/2012/11/great-greg-sheridan-column-on-defence.html

Peter Reith argues the case over at the ABC : It was a mistake not to be prepared to consider every option for the subs. Until last weekend, any signs of another back flip (a la India) have been...

http://christopherjoye.blogspot.com/2012/11/peter-reith-joins-joel-fitzgibbon-put.html

A good op-ed from former DFAT boss Michael L'Estrange here : In the future, MORE RATHER THAN LESS DEFENCE SPENDING WILL BE REQUIRED, partly to fulfil our responsibilities in terms of self-relian...

http://christopherjoye.blogspot.com/2012/11/michael-lestrange-calls-for-more.html

Pretty amazing correspondence from Koukoulas to McCrann, and McCrann to Gerard Henderson... An open letter to Terry McCrann (full letter can be found here  and also see here ) CC: mccrannt@h...

http://christopherjoye.blogspot.com/2012/11/koukoulas-goes-to-war-with.html

Watch this...

http://christopherjoye.blogspot.com/2012/11/new-interview-with-sky-business-tv.html