housing

Listen to my latest podcast interview on the cracks busting open commercial real estate and risky lenders

With labour costs, not profits, the biggest driver of inflation, the RBA will have to go higher to crush Australia’s wage-price spiral.

This week’s charts begin by revisiting our table of winners and losers in the S&P 500

This week’s charts begin with a survey of small-business sentiment in the US

To quote the words of author Satyajit Das, property is Australia's default religion. The national residential market is worth nearly $10 trillion - five times the...

Following a week-on-the-road meeting with clients, the most common questions I’ve been asked surround interest rate rises. Some of the effects of rate increases...

Quay’s investment analyst Gavin Truong outlines the latest trends in housing, retail and venture capital – and what they mean for investors. Transient inflation – a...

Inflationary pressures have been stubbornly persistent in most economies this year given COVID-19 supply chain disruptions, labour shortages and energy price...

The RBA expects to hold interest rates steady until at least 2024 but acknowledges the need to curtail the housing boom and has signalled the potential introduction...

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...

Understanding a company's economic moat is a core part of investing. While pure monopolies are hard to come by, there is a compelling duopoly in one of Australia's...

In the AFR this weekend I write that over the years my column has been the staunchest possible defender of Australia’s prized AAA sovereign credit rating, regularly...

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...

The latest version of Coolabah’s Complexity Premia podcast, hosted by myself and Ying Yi Ann Cheng, is live where we discuss key developments in macro markets,...

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...

In the AFR I write today that it is amusing reading all the current hysteria about Aussie housing, often from the same folks who were absolutely convinced home values...

Recovery. Recovery. Recovery. It's what we have all been praying for and it seems to be finally seeping through, at least from an economic perspective. Proactive...

If there is one positive to take away from the past year, it is the importance of what we do together. 2020 revealed that the adverse impacts of a pandemic fall...

Setting side Bitcoin, what was the best performing asset-class for Aussie investors in 2020? In the AFR today I write that as it turned out, residential real estate...