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

Lowe speech to Economic Society today following Tuesday RBA Board meeting. Pushing back against market pricing?   

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RBA Governor Lowe spoke yesterday to the Australian Economic Society yesterday on The Labour Market and Monetary Policy. Following in the wake of Tuesday’s RBA decision I expect the Governor... Read more continue reading

Inflation: transitory or persistent?

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“The big talking point in the market at the moment is inflation. Over the last 40 years inflation has been generally contained within or below the targets we have seen... Read more continue reading