We ran out live stream event last night. During the session we discussed our revised scenarios, taking account of the complex local and international backdrop.
Using a baseline of July 2018, and looking ahead this is how it plays out. The risks from an international crisis have risen, the RBA itself is now projecting higher unemployment so lower wages growth, and the iron ore price is falling. Business and consumer confidence is being eroded, and the fall-out from the high-rise construction fiasco are only just starting to play out.
There is a path to property values rising, but we think this is relatively short lived.
We update our modelling to the end of June 2024, examining the latest in mortgage, rental, investment and financial stress across Australia. While the...
Some hard truths about Bitcoin and Cryptos in general. Go to the Walk The World Universe at https://walktheworld.com.au/
A key measure of US consumer prices rose only modestly for a second month, bolstering hopes that the Federal Reserve can tame inflation without...