What is Australia’s secret weapon against China, I ask? Iron ore! I hear you scream. Wrong. Sure, iron ore’s good to have. It makes steel. That’s...
An interesting development is happening across Australia’s real estate agencies. Despite Australia experiencing its strongest synchronised property boom in decades, real estate agencies are duking it...
Runaway inflation is the theme du jour. Protect your portfolio from hyperinflation scream headlines from investment newsletters. I have an alternative scenario for you. Current inflation...
The RBA is nowhere near tightening monetary policy. The major reason is that unemployment is still far too high and wages plus inflation far too low....
Following the Great Pandemic of 2020, the global economy is entering a robust recovery. This new business cycle is not like those that have come after...
Domain continues its laudable series bashing the RBA today. It has good sources, especially our favourite, Gareth Aird at CBA, but, alas, I have to disagree...
The RBA yesterday gave a quiet warning on house prices when it noted that it said it “will be monitoring trends in housing borrowing carefully and...
As regular readers know, I consider the growth rate in new mortgage commitments to be the number one short-term indicator for Australian property prices. This is...
It is not often that you get to name the pain of a nation. But that dubious privilege fell to me a few years ago when...
APRA chairman Wayne Byers today in parliament: Its not our job to solve house prices and its nor our job to solve house pricing affordability. The...