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.
I caught up with Economist and Author Harry Dent on the day he called the top for the NASDAQ. We discussed bubbles and what...
We look at the latest data from our household surveys, with a focus on mortgages.
As expected according to the latest monthly inflation data from the ABS released today, Australian inflation remained elevated in February which underscored persistent price...