housing

Today I review research that shows if Labor eliminates negative gearing and increases capital gains tax by 50%, national house prices could fall 9-12% on top of the...

Today I argue that the Hayne royal commission's interim report is flawed in several respects that will force lenders to hike mortgage rates and reduce access to credit...

We have just published our August RMBS default index report, which you can download here. Key take-aways are as follows: Contrary to S&P data, Coolabah’s...

Being able to measure and monitor the true level of mortgage delinquencies across an economy is essential for investors and regulators interested in asset pricing and...

With tectonic plates shifting under the markets, we got in touch with three leading economists to get their number one chart in markets today. First up, Cameron...

In the AFR I reveal that luxury home values are tanking, particularly in ultra-high-end beach-side suburbs like Sydney's Palm Beach, and then unveil our new hedonic...

The current 25-year credit cycle has seen Australian household leverage rates move to record levels versus all other developed markets. This degree of leverage is...

Freely available credit has long helped fund a love affair with property investment, with Australian household leverage up 23 of the last 25 years. Hamish Chalmers...

An increasing number of data series have been turning negative for Australia’s housing market. Auction clearance rates, building approvals, housing credit growth, and...

I've been asked by a few clients why we exited our circa $250m position in AAA rated RMBS, which was a modest ~10% portfolio exposure that had performed brilliantly...

Despite the stronger than expected ABS housing data released yesterday, it increasingly looks like residential property prices peaked in late 2017. The bull market in...