interest rates

So there is good news and bad news. The bad news is that national house prices are falling at a record 14% annual rate based on the last three months of data from...

The story of 2022 so far has been of central banks pushing interest rates ever-upwards with the hope of curtailing inflation. Over the course of the last few...

Aussie home values have now lost 7.1% from their May peak (at the time of the first RBA hike), and have been falling at a 14.6% annual pace over the last three...

In January of this year, after bouncing around for a few months, the ASX200 took a sharp and sizeable leg down. It was to be the first of numerous heavy sell offs in...

Mortgage holders are having a truly *wonderful* year. Our repayments are jumping at a rate of knots. Of course, we aren’t the only ones. The increasing cost of...

In a fascinating RBA freedom of information disclosure dumped on Friday, which references Coolabah's house price analysis/forecasts (including work published here on...

Was it really only a year ago that the RBA suggested the official cash rate wouldn’t increase until 2024? No wonder Australians have whiplash. We’re far from alone,...

In the AFR I write: Let’s start with the shocker that was the latest US inflation report for September, which initially triggered a savage 3.5 per cent drop in US...

The great Aussie housing crash continues to unfold as the charts below highlight, which are updated to 13 October 2021. In Sydney, home values have now lost more...

There are two major themes I’ve been writing about over the past six months: 1. The Fed will crush the US economy with its tight monetary policy, leading to a...

In the AFR I write that for better or worse, we live in a twilight zone spanning two worlds. First, there is the old world, where interest rates were to remain...

Global growth stocks enjoyed a golden period in recent years. This continued throughout the pandemic as lifestyles (and spending habits) quickly adjusted to new ways...

Rising rates hurt investors; claims on profits in the future are simply worth less if you discount them at a higher rate. As growth stocks deliver their cash flows...

The RBA has increased its cash rate again but slowed the pace to +0.25% which took the cash rate to 2.6%. This was in line with our view and a slowing “at some...

Investment textbooks tell us that value stocks generally outperform growth stocks in periods of rising interest rates and economic slowdowns. However, history tells...

Housing Market Risk: The US housing market is both better and worse than pre-financial crisis. On the one hand debt to income ratios have come down a lot — meaning...

The good news is that there is evidence that the great Aussie housing crash is stabilising in the vanguard cities of Sydney and Melbourne. As the first chart below...

On December 15 last year, the US Federal Reserve expected its near-zero cash rate (known as the Federal funds rate) to rise only modestly to 0.9 per cent by the end...

In light of the United States’ (US’) August Consumer Price Index (CPI) report, I provide this latest report as an update to some of the key points that I previously...

There’s been a lot of gloom and doom this year – but reports handed down this August were far from disappointing. Several companies returned record profits and...