housing

In the AFR today I write that everyone loves a contrarian position, and I enjoy betting against conventional wisdom (read the full column by clicking on that link, or...

12 months ago, Australia’s housing market appeared to be spiralling towards a very messy crash. A combination of factors had led to some of the worst falls in housing...

With Australia’s economic growth stumbling at its slowest pace since the GFC; our two largest export partners, China and Japan, decelerating and contracting...

Today I write that housing boom is tracking more or less exactly as we expected, and based on the RBA’s model of housing dynamics one should pencil in total capital...

In July of 2019, the Australian Bureau of Statistics announced average Australian household wealth had exceeded the million dollar mark. Unsurprisingly, owner occupied...

There’s no doubt growth is much harder to come by these days. While Australia, along with the rest of the world, is experiencing some growth, it’s not the strong...

Guys the latest episode of our very popular Complexity Premia podcast is live! You can listen on your favourite podcast app, or you can find it on Apple Podcasts here...

Today I write that while there are reasons to be optimistic about the next 12 months, being psychologically fractured in your thinking is no less important. More...

Our recent US research trip highlighted the tailwind to wealth and consumption from house prices. In discussions across the seven states we visited (California,...

Back in 2017, we outlined the case for an Australian recession based on a retrenchment of household spending brought about by a negative wealth effect. At the time the...