house prices

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...

Contrary to the “hopeium” out there, there is currently zero evidence that the great Aussie housing crash is bottoming out. The most constructive thing we can say is...

In the first 28 days of November, Aussie home values have lost another 1% plus based on CoreLogic's 5 capital city index, bringing the cumulative draw-down to 7.7%...

The Reserve Bank of Australia has a massive trick up its sleeve. The potency of this gambit is still very much underappreciated. In its latest financial stability...

So there is good news and bad news. The bad news is that national house prices are falling at a record 14% annual rate based on the last three months of data from...

Aussie home values have now lost 7.1% from their May peak (at the time of the first RBA hike), and have been falling at a 14.6% annual pace over the last three...

In a fascinating RBA freedom of information disclosure dumped on Friday, which references Coolabah's house price analysis/forecasts (including work published here on...

In the AFR I write: Let’s start with the shocker that was the latest US inflation report for September, which initially triggered a savage 3.5 per cent drop in US...

The great Aussie housing crash continues to unfold as the charts below highlight, which are updated to 13 October 2021. In Sydney, home values have now lost more...

The good news is that there is evidence that the great Aussie housing crash is stabilising in the vanguard cities of Sydney and Melbourne. As the first chart below...

Australian home values are now shrinking at an annualised rate that exceeds 15% based on the three months of CoreLogic compositionally-adjusted index data to 10...

CoreLogic have just released their official housing data for the entire month of August 2022, which confirms what we feared: both the 5 capital city and 8 capital...

The great Aussie housing collapse continues to break new records with CoreLogic's 5 capital city index losing more than 1.44% in the first 29 days of August, which...

Sydney prices are on track for another, truly massive, circa 2% per month decline according to CoreLogic data. They fell 2.2% in July, the worst outcome in around 40...