housing bubble

Christopher Joye

In the latest Compexity Premia podcast we cover recent Livewire articles and: debate whether the RBA is going to blow the housing bubble back up with interest rate cuts; discuss new RBA research that blames the central bank for the rapid house price growth between 2012-2017 (contrary to what the... Show More

Christopher Joye

In The AFR I argue that the ABS house price index results released this week show that "the crazy, multi-week debate we had last year on the accuracy of Australia's house price data was—as we argued—a furphy designed to rationalise, or distract attention from, the otherwise irrational rate cuts bequeathed... Show More

Christopher Joye

In The AFR I present new research from Goldman Sachs that shows the US Federal Reserve is currently well "behind the inflation curve"---with a Taylor Rule advocated by Chair Yellen herself implying interest rates are already 100bps-300bps too low---which, based on the experience of the 1960s and 1970s, can have... Show More

Clime Asset Management

To say that Australia's extended property bubble has resulted from merely supply and demand pressures is overly simplistic. Poor infrastructure and property price growth that dramatically exceed wage growth all contribute to the insurmountable pressure for future generations to afford property in this country. Is this really sustainable or are... Show More

Christopher Joye

In The Australian Financial Review I reveal what is likely one of the best non-tech trades of the 21st century (with a 2,000% gross return) that I had to fly to Las Vegas to learn about; discuss the top trades in my own portfolios in 2016, which focussed on the... Show More

Jonathan Rochford

The debate is well and truly on over whether Australian housing is getting bubbly. The media sees its job as to create a conflict so those trying to form a view from reading general commentary could be left thinking that everyone is either a full bubble proponent (see LF Economics,... Show More