Of course. Government spending rises, production and resources shifted to items needed for war (reducing it to other areas), supply disruptions...
It's down yes but that axis is insane (negative 50 to positive 150% yoy!) which makes it hard to really see what is going on. When you dig into...
And I'm saying I would not be so certain about that. That has nothing to do with semantics. If you don't want to talk about wages, then I'd...
I am open to the idea that inflation may itself lead to wage growth in the first instance, but it is obvious wages have an impact on inflation,...
Yes I understand that impact but it doesn't change my statement as I never said it was 1:1 and either way the impact isn't that large on a yearly...
It's the distance between each centre that kills it though. Look at Japan, which while still very expensive is probably the best functioning HSR....
Not going to happen. Governments love doing feasibility studies because it gets nice headlines and allows them to generate some excited...
I don't think the tipping point is all that far off. You don't really need the majority to be in favour of lower house prices. A fervent minority,...
Nominal wages more important for inflation. If you have 20% wage growth and 20% inflation (to use extreme example), real wage growth is 0%, but...
Pretty early to declare victory IMO. Been helped massively by goods being in outright deflation (mostly from China). Services categories still...
I don't know what will happen, but I do have a strong sense of deja vu with the comments here and elsewhere around inflation about to quickly...
[ATTACH] Sydney slowing down according to corelogic..rolling 28 day growth down to 0.1%...too early to call a decline, probably late enough to...
It appears so, as long as you pay P&I CBA opens the door to investors with small deposits (ratecity.com.au) The rate is about 1% higher however.
Nov rate rise is now basically a lock. Never say never but I'd view it as 95%+ probability (barring any big macro shocks in interim that give them...
100% right. Very thinly traded market though so hard to get too much of a read. But using them the implied 10 year inflation rate has gone from...
Real interest rates are definitely important. But do you think inflation expectations for the next 10/30 years have gone up meaningfully in the...
Surprised there isn't much talk of the massive increase in Australian bond yields in the last 6 months. In the last 6 months the Australian...
Most of the commentary is Sydney and Melbourne centric, where listings are now actually rising at a decent clip e.g. new listings in August were...
Isn't it better to use rental yields? Even for owner occupiers, the alternative to buying is to pay rent. Using a rental yield for property...
Understood that part - but regardless not sure how that solves the problem? Ultimately to reduce inflation you need to reduce spending. In the...
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