The RBA Warns On Mortgage Default Risk

We look at the latest from the RBA.

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Economics and Markets
Economics and Markets
The RBA Warns On Mortgage Default Risk
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Will Retail Trade Weaken Ahead?

We look at the latest retail turnover figures from the ABS. What do they tell us about future growth?

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Economics and Markets
Economics and Markets
Will Retail Trade Weaken Ahead?
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Poles Apart – The Property Imperative Weekly 01 Sept 2018

The latest edition of our weekly finance and property news digest with a distinctively Australian flavour.

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Economics and Markets
Economics and Markets
Poles Apart - The Property Imperative Weekly 01 Sept 2018
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Rates Up, Lending Down

We look at the latest RBA and APRA data and rates rises from some regional lenders

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Banking Statistics
Banking Statistics
Rates Up, Lending Down
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Are Icebergs Fluffy? … A Conversation With Steve Keen

Steve Keen, the controversial economist, and I discuss the nature of debt, why home prices will fall and why the regulators and authorities are unable to disassemble the debt bomb.

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His book: Can We Avoid Another Financial Crisis? (The Future of Capitalism)

“The Great Financial Crash had cataclysmic effects on the global economy, and took conventional economists completely by surprise. Many leading commentators declared shortly before the crisis that the magical recipe for eternal stability had been found. Less than a year later, the biggest economic crisis since the Great Depression erupted.

In this explosive book, Steve Keen, one of the very few economists who anticipated the crash, shows why the self-declared experts were wrong and how ever–rising levels of private debt make another financial crisis almost inevitable unless politicians tackle the real dynamics causing financial instability. He also identifies the economies that have become ‘The Walking Dead of Debt’, and those that are next in line – including Australia, Belgium, China, Canada and South Korea.

A major intervention by a fearlessly iconoclastic figure, this book is essential reading for anyone who wants to understand the true nature of the global economic system”.

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Economics and Markets
Economics and Markets
Are Icebergs Fluffy? ... A Conversation With Steve Keen
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On The Front Line: The Mortgage Industry, The Latest From Tic:Toc

I discuss the current dynamics of the mortgage industry with Founder and CEO Anthony Baum today. See my earlier post on their business model.

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Tic:Toc

Banking Strategy
Banking Strategy
On The Front Line: The Mortgage Industry, The Latest From Tic:Toc
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More Clues To Further Home Price Falls

We look at the implications of rising mortgage application rejections.

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Mortgage Rates
Mortgage Rates
More Clues To Further Home Price Falls
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The Bears Are In Town – The Property Imperative Weekly 25 August 2018

The latest edition of our weekly finance and property news digest with a distinctively Australian flavour.

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Economics and Markets
Economics and Markets
The Bears Are In Town - The Property Imperative Weekly 25 August 2018
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Through The Westpac Looking Glass

Westpac released their latest disclosures today the June 2018 Pillar 3 Report and provided an update on margins for the June quarter 2018. Its not pretty. Margins down, and mortgage delinquencies up.

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Economics and Markets
Economics and Markets
Through The Westpac Looking Glass
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Four Scenarios Updated

A recording of our live discussion on DFA’s four banking, finance and property scenarios, which we have just revised.

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Live Stream from YouTube

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Banking Strategy
Banking Strategy
Four Scenarios Updated
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