We look at the latest credit data, which is all about booming mortgage lending. Given the rate of change of credit, home prices are set to rise higher. Totally the wrong time to remove responsible lending obligations from the banks!
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My latest Friday afternoon chat with journalist Tarric Brooker, in which we explore home price dynamics, politics, and much more besides. https://avidcom.substack.com/p/charts-that-matter-22nd-july-2022 for copies...
With bond yields surging back to levels not seen since 2016 in recent months, there has been no shortage of comparisons between the current...
Another dose of charts and common sense from Tarric Brooker, as we look at the latest data and explore the implications for Australians on...