housing bubble

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

Jonathan Rochford

Australians have rightly applied the blowtorch to their politicians for housing being increasingly unaffordable. The Federal Treasurer, Scott Morrison, has now turned the blowtorch onto financial regulators for their part in the problem. While the majority of the problem is caused by the policy failures of politicians, regulators have ignored... 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

Mathan Somasundaram

Market closed negative ahead of a raft of macro data and US reporting season worries. The data continues to support US Fed rate hike while China data remains robust. The US reporting season had a good start with financials and that may continue with better rate cycle outlook. The local... Show More

Mathan Somasundaram

Aussie market started with a bang and then fell apart before recovering to close positive in line with global sentiment. Market getting over Brexit as central bank intervention is inevitable. Brexit will add to already declining global growth and that will flow into lower interest rates low for longer and... Show More

Mathan Somasundaram

Aussie market started negative and remained there as the global market and commodity sentiment turned negative. ECB held fire as they wait for Brexit issues to bite while we wait for US Fed next Thursday. We are going into a short week with fund managers back from school holidays. Aussie... Show More

Mathan Somasundaram

Aussie market started negative on commodity weakness and then ran into Yuan devaluation, weak wages growth and housing bubble worries that knocked the air out of it. PBOC again moved the peg down for Yuan and sent the market into worry mode on how far the devaluation will go. Iran... Show More

Mathan Somasundaram

Aussie market recovered from fair value levels on the back of nearly $14b dividends flowing from the investors back into the market over the past few weeks. Nearly $11b worth of dividends came from CBA, BHP, TLS, WES and WOW since Sep 25th. Short term risk in bank dividends, housing... Show More

Mathan Somasundaram

Sunset Strip | Aussie market continues to trade sideways for the 4th day in a row despite volatility in global sentiment. Turnover was just above $5.5billion. The market is stuck between stretched valuations on yield trade and underlying weak economy getting worse. The basic rules about housing bubble are (1)... Show More