house prices

In the AFR I write that this column been much more constructive on risk since late May when we determined that interest rate markets were finally pricing in the...

There has been an interesting development in the month of August vis-a-vis the burgeoning Aussie house price collapse. We have carefully demonstrated how the...

The worst is already over for large parts of the equity market, despite many investors remaining paralysed by recessionary fears, says Yarra Capital’s Dion Hershan....

I constantly hear real estate agents tell me how resilient the top-end of the housing market is. There are numerous narratives bandied around, but the essential...

The final July 2022 house price index results are now available for analysis from CoreLogic, and they confirm Australia is experiencing what will likely become a...

Using the latest CoreLogic data to 26 July, we can reveal some new insights. First, Sydney's house price losses since their peak in February have now officially...

It is fascinating watching a record asset price correction in real-time. Enclosed is the latest data from CoreLogic's daily hedonic indices. Dwelling values in...

Home values in Brisbane are slowly rolling over and following in the footsteps of house prices in Sydney and Melbourne, where the losses continue to accelerate. With...

As a result of the RBA's extraordinary decision to hammer unsuspecting households with a staggering 125 basis points of mortgage rate hikes in the space of just two...

Sadly, the RBA is a little unhinged right now. It is mindlessly repeating mistakes it made both before and after the pandemic, the essence of which is predicating...

In what should come as no surprise to regular readers of this column, Australian house prices have declined for the second month in a row in June--and the pace of...

In the AFR I write that Aussie house prices could fall by more than 30 per cent if the Reserve Bank of Australia’s fulfils uber-aggressive market expectations for an...

A key finding from the RBA’s Saunders-Tulip model of the housing market that we have emphasised in judging the outlook for house prices is the extreme sensitivity of...

In the AFR I write that back in early 2020, this column dusted off its double-barrel “shottie” and went hunting housing bears, which were confidently roaming...

After a 25% national price rise from the 2020 COVID dip, Australian house prices are finally beginning to soften. The national average home price fell 0.1% in May....

The RBA will hike by 25 basis points tomorrow, according to the Australian Financial Review's economics editor, John Kehoe, bringing the target overnight cash rate...

The great Aussie house price correction has begun: the all-regions (ie, metro plus non-metro areas) national dwelling value index published by CoreLogic declined by...

House prices always incite a lot of interest in Australia. Until recently it was all about surging prices and ever-worsening affordability as prices boomed. But the...

Aussie home values have started melting in concert with both the RBA and banks lifting both variable and fixed-rate borrowing costs, as we expected. According to the...

In the AFR I write today about The Big Short (brief except only enclosed). Specifically, since late last year, we’ve had several contrarian views. First, US markets...