house prices

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...