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News

Australian Financial Review
afr.com > policy > economy > housing-recession-s-long-shadow-and-trump-s-insane-cash-splash-20260910-p60w4k

AFR Chanticleer podcast: Macquarie’s new CEO, when good news is bad news and China’s AI shock

15+ hour, 43+ min ago   (119+ words) The chooks discuss the growing sense of panic inside Australia’s property industry, and look ahead to the next big test for markets. This week on the Chanticleer podcast, James Thomson and Anthony Macdonald examine the growing sense of panic inside…...

Australian Financial Review
afr.com > chanticleer > this-global-bond-meltdown-and-oil-surge-will-deepen-our-housing-shock-20260911-p60wgg

Housing won’t go back to ‘normal’ in a world on fire. Maybe that’s OK

1+ day, 23+ min ago   (123+ words) This global bond meltdown and oil surge will deepen our housing shock AFR Bond markets keep screaming that higher borrowing costs are coming. That’s bad news for hopes of a quick turnaround in Australia’s property correction. Anyone in financial markets…...

Australian Financial Review
afr.com > policy > economy > fivefold-jump-in-negative-equity-for-5pc-deposit-first-home-buyers-20260910-p60w2l

Fivefold jump in negative equity for 5pc deposit first home buyers

1+ day, 16+ hour ago   (109+ words) afr.com The number of first home owners in negative equity after buying their property under the government’s expanded 5 per cent deposit scheme has jumped fivefold within a month, as the intensifying property downturn hits highly leveraged borrowers who bought…...

Australian Financial Review
afr.com > chanticleer > oil-bond-yields-and-iphone-prices-keep-rising-when-do-things-break-20260910-p60w2b

Oil, bond yields and iPhone prices keep rising, despite Scott Bessent’s efforts. When do things break?

1+ day, 23+ hour ago   (91+ words) AFR Underwhelmed by the size of Scott Bessent’s bold move, traders appear to have tried to teach him a lesson: sorry pal, the market is still in charge here, not you. Surely, Scott Bessent knew he was tempting fate. On…...

Australian Financial Review
afr.com > politics > federal > housing-shortage-will-cause-prices-to-start-rising-again-westpac-boss-20260909-p60vnv

Housing shortage will cause prices to start rising again: Westpac boss

2+ day, 13+ hour ago   (86+ words) AFR Westpac chief Anthony Miller says Australia’s housing shortage will cause property prices to start rising again next year, and called on the Albanese government to consider subsidising construction costs rather than focusing on demand stimulus such as first home…...

Australian Financial Review
afr.com > policy > economy > first-home-buyers-retreat-as-tax-changes-bite-20260907-p60v5n

First-home buyers retreat as tax changes bite

2+ day, 15+ hour ago   (101+ words) AFR The Albanese government’s changes to capital gains tax and negative gearing are a key driver of steep declines in mortgage applications among first home buyers, though there are signs a recovery may be beginning as prospective homeowners prepare to…...

Australian Financial Review
afr.com > policy > economy > forget-falling-house-prices-the-real-threat-is-a-big-jump-in-rents-20260909-p60vmz

Forget falling house prices: The real threat is a big jump in rents

2+ day, 19+ hour ago   (74+ words) AFR The big risk over the next couple of years is a downturn in housing construction that crimps the supply of new homes and causes a squeeze on renters. But homeowners should worry less about what is likely to be…...

Australian Financial Review
afr.com > policy > economy > economists-warn-of-back-to-back-rate-rises-after-rba-warning-20260909-p60vop

Economists warn of back-to-back rate rises after RBA warning

2+ day, 22+ hour ago   (96+ words) AFR More economists now expect the Reserve Bank board to lift the cash rate when it meets later this month – and potentially again in November – after deputy governor Andrew Hauser said he thought inflation and growth were still too high....

Australian Financial Review
afr.com > property > residential > labor-government-owns-property-crash-and-downstream-supply-risks-too-20260903-p60tzs

Labor government owns property crash – and downstream supply risks too

3+ day, 12+ hour ago   (93+ words) AFR The key long-term question is what impact the tax changes from budget night have on the economics of the housing market. Clare O’Neil says she will not downplay the sharpest downturn in the housing market in 30 years, which is…...

Australian Financial Review
afr.com > policy > economy > inflation-is-too-high-and-rates-may-need-to-rise-warns-rba-s-hauser-20260908-p60vl8

Inflation is too high and rates may need to rise, warns RBA’s Hauser

3+ day, 13+ hour ago   (111+ words) AFR Reserve Bank of Australia deputy governor Andrew Hauser says both the economy and inflation are running stronger than expected, forcing the central bank board to weigh whether a further rate rise is needed when it meets later this month,…...