interest rates

Home values in Brisbane are slowly rolling over and following in the footsteps of house prices in Sydney and Melbourne, where the losses continue to accelerate. With...

As a result of the RBA's extraordinary decision to hammer unsuspecting households with a staggering 125 basis points of mortgage rate hikes in the space of just two...

Inflationary pressures have been stubbornly persistent in most economies this year given COVID-19 supply chain disruptions, labour shortages and energy price...

In my last wire two weeks ago, I argued that inflation was a rear-view mirror story. Since then, you’ve seen further data on the macro front that that is indeed...

Sadly, the RBA is a little unhinged right now. It is mindlessly repeating mistakes it made both before and after the pandemic, the essence of which is predicating...

In what should come as no surprise to regular readers of this column, Australian house prices have declined for the second month in a row in June--and the pace of...

A-REITs have been a key beneficiary of cap rate compressions and falling interest rates in the past 10 years. With the RBA raising rates for the first time since...

The risk of a recession in the US in 2023 based on bond/equity market pricing and forecasts has surged as interest rates have risen and equities have slumped, with...

The change of policy in 2022 has set off a series of dominoes for asset markets. Government Bonds were first to fall in quarter one, with other assets also following...

In the AFR I write that back in early 2020, this column dusted off its double-barrel “shottie” and went hunting housing bears, which were confidently roaming...