September 2023
- Opinion
- Chanticleer
Something strange is happening in the housing market
Contradictory forces are buffeting the sector, from a slowing economy and poor supply to immigration. But will the lagged effect of rate rises prove all-powerful?
- James Thomson
February 2023
- Analysis
- Interest rates
AMP’s Shane Oliver questions Deutsche Bank’s economics
The Taylor Rule was proposed in 1992 and became popular throughout the decade. AMP and Deutsche dispute its value as an indicator of where rates are heading.
- Aaron Patrick
December 2022
Auctions fail their big weekend as clearances slide
CoreLogic recorded a preliminary clearance rate of 57.9 per cent his week, the lowest since the end of July, as the latest rate rise hit buyers’ back pockets.
- Larry Schlesinger
July 2022
Calls for budget savings to offset COVID-19 payments
Anthony Albanese’s decision to restore the $750 pandemic leave payment before a spike in COVID-19 omicron cases should be offset by budget savings, says economist Chris Richardson.
- Ronald Mizen
September 2021
Housing price growth tipped to slow to 7pc
Regulator-driven controls on mortgage lending will have a short-term effect, but housing is already reaching the end of a 25-year bull market.
- Michael Bleby
July 2021
Sydney lockdown cost forecast to tip $7 billion
Sydney’s lockdown is costing $150 million a day in lost economic activity and could wipe as much as $7 billion from GDP.
- Ronald Mizen
June 2021
NSW lockdown will deliver $2b economic hit
The recent Victorian experience showed a major capital city lockdown has a widespread flow-on effect around the country.
- Ronald Mizen
Markets vulnerable to correction
Markets will be on Fed watch again this week as central bank officials line up to share their views, which could drive further volatility in equity markets.
- Alex Gluyas
May 2021
The stocks set to benefit from budget spending spree
The federal budget measures are propelling a cyclical recovery which is set to benefit the Australian sharemarket and reinforce the reflationary trade.
- Alex Gluyas
Housing affordability budget promises will likely drive up prices
Federal budget measures designed to help single parents and first home buyers get a foot in the property market risk further inflating house prices, experts say.
- Hannah Wootton
April 2021
AMP hotshot jumps ship as flagship fund shut down
Fund manager Nader Naeimi is the latest high-profile AMP Capital employee to flee the troubled wealth group amid the cultural crisis and ahead of the AGM.
- Aleks Vickovich and Michael Roddan
- Exclusive
- Investment banking
Shane Oliver fund burnt by Boe Pahari fallout
A $200 million fund launched by AMP Capital’s star employee is among those downgraded partly because of the self-inflicted crisis engulfing the wealth giant.
- Updated
- Michael Roddan and Aleks Vickovich
November 2020
Three quarters of homes sell at auction in Sydney, Melbourne
While clearance rates in the two largest cities are booming, they indicate markets playing catch-up – and significant uncertainty remains.
- Michael Bleby
October 2020
- Analysis
- Monetary policy
RBA rate shift hangs on just one word
A change in wording from 'measures' to 'easing' was all economists needed to pencil in another hit of monetary stimulus next month and float the prospect of more aggressive action.
- Robert Guy
September 2020
ASX gains 0.8pc; Xero, Megaport slide; Afterpay target lifted to $99
The Australian sharemarket ends up 0.8 per cent on strength in banks, CSL, and Transurban. Xero, Megaport lead tech sector lower. Sky City rallies on earnings optimism.
- Robert Guy, Vesna Poljak, Sarah Turner, William McInnes, Luke Housego and Tom Richardson
June 2020
‘Perfect storm’ of high vacancy, falling rent hurts investors
Low interest rates do not stop cash flow drying up as demand weakens and competition increases.
- Nila Sweeney
HomeBuilder could push house prices down
The Morrison government’s $680 million program, combined with low immigration levels, could put pressure on house prices, economists say.
- Ronald Mizen
March 2020
The recession we didn't have to have
Economists are forecasting a recession driven by the coronavirus, but most say it will be quite different to the three Australia has had since the 1970s.
- Matthew Cranston
November 2019
Market hangs on Lowe's QE assessment
RBA governor Philip Lowe is facing pressure to reveal the central bank's preferences on how QE would be enacted when he speaks on Tuesday night.
- Matthew Cranston
September 2019
Why this top forecaster questions the RBA view
AMP Capital’s chief economist Shane Oliver says that, while it's important to listen to what the central bank is saying, forming an independent idea is vital.
- Sarah Turner