Digital Finance Analytics (DFA) Blog
"Intelligent Insight"
Property insider Edwin Almeida and I discuss the recent ABC 4 Corners programme on high-rise construction issues, and consider the broader implications.
We discuss the consequences of the judgement in favour of Westpac and their use of Household Expenditure Measure (HEM) benchmarks.
Robbie Barwick from the CEC and I discuss the latest on the cash ban. Quiet Australians are speaking!
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.
Part 2 of my discussion with Property Expert Joe Wilkes. Seems like  there will be a surge of new property listings as we move into spring so  what are the implications? Â
Property Expert Joe Wilkes and I discuss the recent moves by the Reserve Bank of New Zealand, and look at some of the latest data. How will lower rates play out?
The latest edition of our weekly finance and property news digest with a distinctively Australian flavour.
Property insider Edwin Almeida and I discuss the latest on Opal Tower.
We look at the ructions on the financial markets today. What does it mean?
We look at the latest ABS data in wages and the most recent ME Bank survey on Financial Comfort.
https://www.abs.gov.au/AUSSTATS/abs@.nsf/DetailsPage/6345.0Jun%202019?OpenDocument
https://www.mebank.com.au/news/household-financial-comfort-report/
Some charts from Westpac IQ: https://westpaciq.westpac.com.au/wibiqauthoring/_uploads/file/Australia/2019/August/Q2Wages-FI.pdf
