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From Investor Daily. An excellent piece by James Mitchell. The International Monetary Fund has recommended that APRA takes a forensic “deep dive” into the credit risk management frameworks of Australian banks. The IMF has released its Financial Sector Assessment Program (FSAP) report on Australia. While the comprehensive review was generally positive towards the domestic economy … Continue reading “IMF sounds alarm on Aussie debt bubble”
The RBA released their minutes today, probably the longest ever! But I am not sure they see the obvious. Slowing consumption, lower growth = slowing economy. Wages growth later won’t save the day! International Economic Conditions Members commenced their discussion of the global economy by noting that growth in Australia’s major trading partners had been … Continue reading “RBA Minutes, Long But Little Sense”
Welcome to the Property Imperative weekly to the sixteenth of February 2019 – our digest of the latest finance and property news with a distinctively Australian flavour. Watch the video, listen to the podcast, or read the transcript. The data fest continued this week, with more evidence of weaknesses appearing in the global economy, … Continue reading “Lines In The Sand – The Property Imperative Weekly 16 February 2019”
Welcome to the Property Imperative weekly to the ninth of February 2019 – our digest of the latest finance and property news with a distinctively Australian flavour. This was a mega week in which the Royal Commission reported, mortgage brokers were crushed, the RBA cut growth expectations, and we saw more confirmation of the … Continue reading “The Cliff Is Nearer Now… The Property Imperative Weekly 09 Feb 2019”
RBA Governor Philip Lowe, addressed the National Press Club today, providing an upbeat assessment of the economy. He was even money on the next rate move, but interestingly he blamed lack of supply of housing not credit supply, or low interest rates for high home prices. He believes wages will rise, eventually. And finally he … Continue reading “RBA “Even Money” On Rate Rise Or Rate Fall”
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”
Welcome to the Property Imperative weekly to the nineteenth January 2019, our digest of the latest finance and property news with a distinctively Australian flavour. Watch the video, or read the transcript. Or listen to the Podcast Financial markets are now on an up-trip as we predicted, and the latest results from the US … Continue reading “Everything Is Turning Sunny – For Now – The Property Imperative Weekly 19 Jan 2019”
The RBA minutes today highlighted slowing global growth, GDP growth expectations were stronger than in MYEFO, a decline in the demand for off-the-plan apartments, and average earnings had increased at roughly the same rate as consumer prices over the previous five years or so, leaving real average earnings relatively unchanged despite moderate productivity growth. In … Continue reading “RBA Minutes For December 2018”
Welcome to the Property Imperative weekly to the fifteenth of December 2018, our digest of the latest finance and property news with a distinctively Australian flavour. Financial markets have remained weak through December, and its prompting the question, is this more than just volatility – are we seeing falls turn into something more significant … Continue reading “When A Grind Down Turns Into A Rout – The Property Imperative Weekly 15 Dec 2018”