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.
In this week’s market review we explore the fragile upswing in the second half of the week, which can best be understood as a...
This is our last formal Rant of the year, so Edwin and I go to town on some of the property predictions for 2026...
An important discussion with Robbie Barwick from the Australian Citizens Party, about democracy, the role of the Reserve Bank, and use of cash, as...