The looming large excess of housing (and what to do about it)

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In an apparent suspension of collective logic, it appears few people have asked what happens when you provide massive incentives to bring forward an unprecedented spike in house construction while... Read more continue reading

Weekly economic and market update – week ending 20 August, 2021

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Investment markets and key developments over the past week Global share markets had a rough week reflecting a confluence of bad news – Afghanistan, China’s continuing regulatory crackdown, worries about... Read more continue reading

Australian wage growth remains subdued underscoring importance of RBA “flexibility”

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The June wage price index fell slightly short of market expectations coming in at annual increase of 1.7% compared with a market consensus forecast of 1.9%. Having said that, the... Read more continue reading

Six reasons why share markets are at or near record levels. But is it sustainable?

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Key points Bonds and shares often diverge – we saw this a year ago with shares rallying but bond yields staying low. Shares have been boosted by strong earnings news,... Read more continue reading

Tight rental vacancy rates trigger across the board surges in rents

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SQM Research has revealed the national residential rental vacancy rate remains tight at just 1.7% over the month of July 2021. Meanwhile, rents surged for yet another month in most... Read more continue reading

Weekly economic & market update – week ending 13 August, 2021

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Investment markets and key developments over the past week Global share markets continued to rise over the last week with reopening and earnings optimism offsetting Delta concerns and propelling US... Read more continue reading

Weekly economic and market update – week ending 6 August, 2021

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Investment markets and key developments over the past week Global share markets rose over the last week with US and European shares making a new high helped by good earnings... Read more continue reading

Australian economic view – August 2021

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Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook. Market review A downward revision to the growth outlook following... Read more continue reading

RBA August Board Meeting: Caged doves?

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In somewhat of a surprise decision, the RBA Board today persisted with the July meeting decision to taper bond purchases from September. The Board seemed to place a lot of... Read more continue reading

Listings mixed over July – Sydney new listings dive on lockdown by lockdown

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Key points National residential property listings rose in July 2021 by 1.1% to 238,834 from 236,218 in June. Compared to 12 months ago, listings dropped 23.6%. Nationally, new listings (Less... Read more continue reading