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Welcome to the Property Imperative weekly to the second of February 2019 – our digest of the latest finance and property news with a distinctively Australian flavour. Watch the video, or read the transcript. As we wait for the public release of the Royal Commission Banking report on Monday, the slew of local data … Continue reading “Falling, Falling and The Phony War – The Property Imperative Weekly 02 Feb 2019”
The ABS reports that the Consumer Price Index (CPI) rose 0.5 per cent in the December quarter 2018, which follows a rise of 0.4 per cent in the September quarter. This means that inflation, on the official measures remains BELOW the RBA’s target range of 2-3%, at 1.8% and may suggest more of a bias … Continue reading “CPI rose 0.5 per cent in the December quarter 2018”
Welcome to the Property Imperative weekly to the twenty sixth of January 2019, – Australia day – our digest of the latest finance and property news with a distinctively Australian flavour. Watch the video or read the transcript. This week, amid weaker global economic news, there were signs that more stimulus of the financial … Continue reading “Is QE Back On? – The Property Imperative Weekly – 26 Jan 2019”
According to Moody’s, on 7 January, UK trade unions published their annual report, which warned about a credit crisis as UK average non-mortgage household debt jumped above £15,000, almost 50% higher than before the 2008 financial crisis. The increase in household debt leaves borrowers vulnerable to sudden economic stress, such as that which might crystallise … Continue reading “Rising UK household debt is credit negative”
Welcome to the Property Imperative weekly to the eighth of December 2018, our digest of the latest finance and property news with a distinctively Australian flavour. The financial markets continue to spin lower, as the property sector here weakens, and the RBA confirms it is quite willing to cut the cash rate if needs be, … Continue reading “Are We There Yet? – The Property Imperative Weekly 08 Dec 2018”
The Australian economy grew 0.3 per cent in seasonally adjusted chain volume terms in the September quarter 2018, according to figures released by the Australian Bureau of Statistics (ABS) today. But this was below expectations, and confirms the weaker performance of the economy. The household sector contribution is weakening, on the back of the weaker … Continue reading “Households Under The Pump According To ABS”
The RBA released their minutes today, and it continues the uber-positive story. Pity it’s so myopic. International Economic Conditions Members commenced their discussion of the global economy by noting that growth in Australia’s major trading partners had been robust in 2018. Growth was expected to ease a little over the subsequent two years, but to … Continue reading “RBA Minutes Ultra Bullish”
The IMF has released their Concluding Statement of the 2018 Article IV Consultation Mission. And, well, it gives a relatively clean bill of health, whilst talking of risks in the housing sector, a need for more financial risk oversight and suggests that supply side issues need to be addressed to ease affordability. In other words … Continue reading “IMF On The Australian Economy”
Fitch Ratings just related their outlook for Australia, and they affirm Australia at ‘AAA’. They argue that our banking system is sound, the household debt issues are manageable, and the house price correction will be orderly. So that’s OK then… They also say that the ongoing Royal Banking Commission should not affect bank credit ratings … Continue reading “Fitch Affirms Australia ‘AAA’”
Welcome to the Property Imperative weekly to 27th October 2018, our digest of the latest finance and property news with a distinctively Australian flavour. Watch the video, read the transcript or listen to the podcast. scrollings=”no” As we approach the end of October, which is often a volatile month, the markets are down … Continue reading “Red October And Beyond – The Property Imperative Weekly To 27th October 2018”