housing

It is time to unveil a new expectation: if the RBA continues cutting through conventional and unconventional means, which is our central case, I expect that this...

On Thursday I debated and demolished my old foe Dr Steve Keen (of doomsday fame) on the contentious subject of Aussie housing. You might recall that Steve was the guy...

In predictably cutting its cash rate to a new record low of 0.75 per cent in October, the RBA moved itself one meeting away from initiating quantitative easing (QE),...

This weekend I write that the ECB's decision to start buying bonds again to reduce the long-term cost of capital (aka QE)---coupled with the Fed cutting in a few...

Today I explain why this housing boom is very different to its predecessors, and should not constrain the RBA from cutting rates further to hit its inflation and...

Today I show that the great Aussie housing boom is well and truly back, with Sydney and Melbourne house prices surging in August, up by north of 1.2% in the month...

Today I write that the RBA has been spinning stories (basically blatant BS) on housing, the most miraculous of which is the completely fallacious claim that cutting...

This week I write that the housing party is just getting started (click on that link to read the column or AFR subs can click here). Recall we forecast the end of the...

Today I explain why ANZ was nuts not to fully cut its lending rates in May; why it will be even harder for all banks to pass along the next RBA cut, which could come...

The latest episode of Coolabah Capital’s Complexity Premia markets/investing podcast is now live over at Apple here or at Podbean here.In the latest episode we...