Latest Episodes
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The New Zealand Economy In A Nutshell
Today I want to dissect some the latest data from New Zealand. In summary, inflation and costs of living continue to bite, more households...
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The Banks Are Winners, And Households The Losers!
A deep dive into the thorny question of the economics of extending the loan term, something which the Bank of England highlighted in its...
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Higher-for-Longer Interest Rate Environment is Squeezing More Borrowers
Elevated inflation means central banks may have to keep policy rates higher in a way that stretches the capacity of borrowers to repay debt...
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DFA Live Q&A HD Replay: Household Finances And Mortgage Stress Update
This is an edit of a live discussion using data from our core market model. We look at the latest mortgage stress data, and...
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Its Edwin's Monday Evening Property Rant!
More from our property insider, Edwin Almeida, as we look at the latest numbers, consider what may happen as we move through the spring...
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Bond Market To RBA: Put Rates Higher!
A surge in long-term bond yields has driven both the Australian dollar and the local sharemarket to an 11-month low earlier in the week,...