What if dwelling prices were included in the CPI?

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House price cycles are not captured in the CPI because the cost of land is excluded from the consumer basket. The CPI is a poor barometer of changes in the... Read more continue reading

Vacancy rates tumble around nation

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Data released by SQM Research this week has revealed vacancy rates tumbled across all capital cities in March, falling to just 1.5% in Melbourne and 1.7% in Sydney, with upward... Read more continue reading

Luxury vehicle slowdown poses risks for homes

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Consumer confidence; New vehicle sales; CommSec Luxury Vehicle index New vehicle sales: The Bureau of Statistics (ABS) reported that new vehicle sales rose by 1.9 per cent in March –... Read more continue reading

Keep control

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Developed Asia has been front and centre in the growth of global household sector debt over the last decade, with indebtedness in Australia, Korea, Hong Kong and Singapore now comparable... Read more continue reading

Australia retains top-ten ranking in FDI Confidence Index as investors eye Asia-Pacific

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Australia has retained its top-ten ranking for the seventh successive year in A.T. Kearney’s Foreign Direct Investment (FDI) Confidence Index. Australia has been ranked 9th in the 2017 edition of... Read more continue reading

Weekly market update – week ending 13 April, 2017

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Investment markets and key developments over the past week Investment markets were in “risk off” mode over the last week in response to concerns about North Korea, Syria and the... Read more continue reading

Regulator concerns about house prices are overblown: Merlon Capital

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Boutique fund manager Merlon Capital Partners has released a new paper Some Thoughts on Australian House Prices, arguing that although dwelling valuations in Australia are 5-15% above historical averages, the... Read more continue reading

Five charts to watch: Will these commodity gains last?

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As commodity prices have risen, the Australian economy is set to benefit from these continuing gains. Over the next two quarters, this should provide positive economic outcomes, with the important... Read more continue reading

Commodity chameleon

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Given a diversity of factor endowment and a relatively high openness to trade, the rebound in commodity prices over the last 12 months has had contrasting effects on economies within... Read more continue reading

Saxo Q2 outlook: Europe mispriced

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Saxo Bank, parent company of Saxo Capital Markets, the online multi-asset trading and investment specialist, has published its quarterly outlook for global markets and key trading ideas Q2 2017. Europe to... Read more continue reading