Podcast 24: RBA ends QE and pushes back on rate hike

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The RBA announced an end of QE and kept interest rates on hold as they wait to see stronger wage growth. If inflation continues to rise faster than forecast, and... Read more continue reading

Podcast 23: The reopening trade to determine economic growth in 2022

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One of the key factors that will make or break the case for the RBA tightening in 2022 will be the reopening trade. Will consumers start spending heavily as is... Read more continue reading

The Long and The Short: The tide of inflation

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Six months ago, we wrote that inflation was on the horizon. We continue to field questions on the topic, so are revisiting it with our current thoughts. Inflation looking less... Read more continue reading

Podcast 22: Bond market loses confidence in the RBA’s forward guidance

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While the RBA maintained its view of holding rates until at least 2024, Australia’s central bank has now acknowledged the need to curtail the housing boom and signalled the potential... Read more continue reading

Podcast 21: Is the heat coming off the housing market?

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While the RBA maintained its view of holding rates until at least 2024, Australia’s central bank has now acknowledged the need to curtail the housing boom and signalled the potential... Read more continue reading

Podcast 20: Is the RBA banking on a rebound?

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The RBA expects a material slowdown in economic growth in September, but is forecasting a bounce-back in December that will stretch into the first half of 2022. Given market uncertainties,... Read more continue reading

Higher inflation can be a friend to real estate investors

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When investing in real estate, higher inflation is more likely to be a friend than a foe, helping protect investment from supply side issues and driving up the residual value... Read more continue reading

Great investment quotes for topsy turvy times

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Introduction The current environment seems to be one of extreme uncertainty. We have seen a strong economic recovery from last year’s global and Australian recessions – but there are worries... Read more continue reading

Podcast 19: RBA sees Delta impact as a temporary phenomenon

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The RBA continues to be optimistic despite the current state lockdowns, forecasting the economy to bounce back quickly once the virus is contained. Is the RBA taking a gamble on... Read more continue reading

Podcast 18: The market versus the RBA – is a hike before 2024 likely?

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The RBA is sticking with their timing of 2024 before they look at an increase in interest rates. The market believes that inflation will be back sooner than the RBA... Read more continue reading