house prices

Have a listen to the latest punchy episode of our Complexity Premia podcast....

Higher long-term risk-free cash rates are going to create a protracted pain trade for risky assets.

The RBA has a fight on its hand to convince the public it will crush this inflation crisis

House prices have fallen so many investors might be wondering if it's time to find a bargain. I asked three experts for their insights.

Given unchanged productivity and higher wages, the RBA will be projecting even higher inflation, meaning more rate rises.

The RBA has canvassed the possibility of lifting its cash rate to 4.8% to tackle its inflation problem

A punchy interview that covers pretty much everything that is currently topical in financial markets...

We've repeatedly warned investors of the risks of a second hiking cycle and the fact there is little chance the RBA will cut this year

Are rising asset prices at a time when the global economy is heading for recession too good to be true?

Listen to Chris' latest thoughts in this new episode of the Complexity Premia podcast

Although Martin Place has paused its tightening cycle, the risk of further rate increases has not completely disappeared.

Analysis conducted for Livewire suggests the great Australian dream is now even more out of reach than previously thought.

In this new, punchy episode of the Complexity Premia podcast, we discuss a range of important developments including: The coming global recession and monster default...

The “new normal” of low rates for long is being replaced by a return to the “old normal” of cash offering a return above expected inflation 

The great Aussie housing crash is about to best a 43 year record, almost certainly in the next month...

We forecast Aussie house price declines would breach the 10% threshold by Q1 2023, and that looks like it is playing out right now...

The early data suggests the housing market correction continues with gusto in 2023...

Aussie house prices fell in 2022 by their largest margin since records began in 1980...

This inflation crisis has changed the world and asset prices forever, and will lead to a fundamental shift in the way things work.

The latest data from CoreLogic underscores the point that Australia's record housing crash is not slowing right now. The first chart below shows the 3 month annualised...