house prices

“When you look at our portfolio globally, we have quite a lot of residential – mainly in the United States, but also in Europe. We like residential because it’s a...

After a massive 20% rally last year - one of the largest on record - Kieran Davies from Coolabah Capital doesn't see a repeat this year. In fact, with a potential 100...

House prices in Australia rallied more than 22% in 2021, and many countries saw similar rises. With rate rises expected around the world this year, will that be enough...

Gareth Aird from CBA, “arguably one of the most accurate economic forecasters in recent times,” just published some new research projecting the course of interest...

National dwelling values have risen 34% since the RBA started lowering its cash rate from 1.5% in June 2019 to 0.1% today. But what cheap money giveth, expensive money...

In the AFR this weekend, I write that financial markets are probably not focussed enough on the fact that Aussie banks unilaterally lifting mortgage rates has huge...

After Christopher Joye from Coolabah Capital recently wrote that house prices were expected to fall, some readers were shocked, having painted him as the archetypal...

[See a much more detailed update and extension to this analysis here.]In the AFR today I write that the normalisation of Australian inflation, and the Reserve Bank of...

This is Narrow Road Capital's submission to the Federal Government’s inquiry into housing affordability. Dear Committee Members, I have noted the enthusiasm that...

The Australian housing market is a source of endless barbeque conversation and media pontification. Potential first home buyers complain that they are perpetually...

In the AFR I write that while some of the record heat is coming out of Aussie housing, which should be reinforced by out-of-cycle rate hikes from lenders and...

House prices have been one of the unexpected beneficiaries of the pandemic. Lockdowns and the working-from-home revolution have spurred demand for more space, a larger...

Philip Lowe’s recent comments on the impacts of migration were basic economic analysis but hit a raw nerve for those invested in Australia’s population Ponzi scheme....

Australians are amongst the richest in the world, helped in large part by the value of dwellings and our compulsory Superannuation system. Today, Australia's household...

In the AFR I write that while our contrarian macro forecasts have been widely documented, what is not as well understood is the many complex inputs into these...

In a new research paper (download here), Coolabah’s Chief Macro Strategist, Kieran Davies replicates one of the RBA’s internal models on the Australian housing market...

Today in the AFR I argue that contrary to popular myth, there is no housing affordability crisis (click on that link to read the full column). Quite the opposite, in...

As central banks around the world have cut interest rates to historically low levels, the potential impact on asset prices has become a major topic of discussion....

Two recent presentations by senior RBA staff have acknowledged that cutting interest rates has put a rocket under house prices. This is a refreshing change, as for...

Faced with an overheating housing market, the RBNZ is tightening lending standards for home loans by reinstating pre-pandemic loan-valuation ratio (LVR) restrictions...