Australian housing

In this column I submit 10 big ideas for the next decade, which is bound to be a dangerous one, including: the coming of self-aware artificial intelligence; fusion...

With the recent surge in the Australian housing market, we thought of nobody more fitting than property and finance expert Martin North to inform us of what he sees in...

With Australia facing housing problems at both end of the demographic scale, alternative providers are eyeing the opportunities.At the more youthful end, hordes of...

I’ve written a few times recently about the imbalances in the Australian economy and how messed up the Australian housing cycle is. It looks as if the Australian...

The Australian Bureau of Statistics informs that the weighted average residential property price in the 8 capital cities has fallen for the sixth...

First, I need to set the scene. I wrote recently about how messed up the Australian economic cycle is, noting that housing booms come in several different flavours....

After the latest wave of central bank rate reductions my clients and contacts have been consistently asking whether central banks know what they are doing. Given rate...

Last week, we asked three experts whether the Australian housing market had found a bottom in recent months. While the contributors opinions differed on the overall...

Australian house prices and the economy stand at an important crossroads. On the one hand, we have the return of the Liberal-National coalition, the softening of APRA...

A few weeks ago I wrote about how the Australian housing market has diverged wildly from the typical boom/bust cycle. Today I want to address the elephant in the room...

Australian housing prices have fallen 8.2% nationally from their peak in 2017, with declines of 10%-15% in the two largest cities, Sydney and Melbourne, according to...

First regulators capped how much banks can lend to homeowners. Now, it appears it will be up to the banks to set the limit. Bankers being bankers, they will likely up...

Today I argue that Australia is behaving like the indulgent and entitled child of a billionaire, quote my own 8 year old's analysis of what the two political parties...

The latest episode of our very popular Complexity Premia podcast is now live where we discuss: the coming of Aussie quantitative easing (QE); the eruption of...

This week I argue that while RBA governor Phil Lowe passed with flying colours the controversial intelligence test we pitched him last week (by not cutting the cash...

A big thanks for the incredible interest in our Complexity Premia podcast! Please note that this is nerdy investment content, and not for retail punters. In this...

In the AFR today I reveal that very senior industry participants believe the RBA and APRA are considering a targeted alternative to a cut to the official cash rate,...

Today I write that if the RBA cuts the cash rate by 50bps or more, the housing bust will be over very quickly. We were by far the most accurate house price forecasters...

The Australian Bureau of Statistics has released its latest Construction Work Done figures for the December quarter. Not surprising, residential housing activity looks...

RBA Governor, Phillip Lowe, opened his speech at the AFR Business Summit this morning by saying “Australians watch housing markets intensely, perhaps more so than...