Latest Episodes
Are Households Really Splashing The Cash?
Data today reinforces our view of more cash rate hikes are in the wind in Australia, as household spending data suggests households are just...
More Rate Hikes Are Likely As The CPI Lands Hot...
Today we got the Consumer Price Index (CPI) date from the ABS and they reported that in July 2026, it headline measure rose 3.5...
DFA Live Q&A HD Replay: Yet Another Housing Price Gotcha: With Leith van Onselen
In this edit of our latest live show I discussed the latest housing and economic data with Chief Economist Leith van Onselen, co-founder of...
It's Edwin's Monday Evening Property Rant!
In this show Edwin and I kick around the questions of listings (are they rising or falling?), rents and migration all drivers of property...
Yet Another Housing Price Gotcha!
More data this week showing property prices continue to fall, driven my multiple drivers, from interest rates, poor wages growth, high inflation changes to...
Markets Fret About Debt, Bonds And An Incoming Financial Crisis…
This is our weekly market update where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and...