Last week, Cotality released its housing affordability report for the September quarter of 2025, which revealed that rental affordability has hit its lowest level on record. The percentage of income required to meet advertised rents on the median home hit a record high of 33.4% in the September quarter, up from 26.2% five years earlier.
By Lucinda Jerogin, Associate Economist at CBA: Australian headline inflation surprised to the upside, accelerating 3.8% through the year to October. The policy relevant trimmed mean measure increased to 3.3%/yr. The total volume of capex also recorded a strong turnaround, up 6.4% in Q3 25. Construction work done fell 0.7%/qtr, driven down by a decline
Cotality has released its daily dwelling values index for 30 November, which measures value changes across the five major Australian capital city markets. Over November, dwelling values increased by 1.0% at the 5-city aggregate level, with wide divergence between the individual capital city markets. Melbourne (0.3%) and Sydney (0.5%) recorded relatively soft growth, whereas Brisbane
Australian exports Bridging Visas in Australia Australia International Students Australia CSIRO Funding Australian Inflation – Market and Fixed Australian Electricity Global top 10% incomes – note Australia Australian Ancestry – it appears 90% of us are doomed to be white Australia Housing Credit Australia Government
Gunnamatta.Molva · Deet T – Australian economy, market volatility, the AI wave, Crypto and investment flows Against the backdrop of recent market volatility Deep T talks about asset bubbles and investment as the AI wave enters the national consciousness. Over the course of just under an hour he covers the relationship between investment, productivity and
International Reading: Poll: By a 2-to-1 margin, Americans say Trump has done more to raise prices than lower them – AzExpress Trump’s second-term golfing to cost US taxpayers $300M as he reaches $70M mark – The Mirror Medical bills are now the #1 cause of personal bankruptcy in Murica – Politico 8 million inflation refund
Labor’s First Home Guarantee scheme, which commenced at the beginning of October, enables first home buyers to purchase a home with only a 5% deposit without requiring lenders’ mortgage insurance, with the government guaranteeing 15% of the mortgage. With Australian home values already the most expensive in history relative to household incomes, the First Home
I cannot comment on the prospects of the latest deal, but we can run some scenario analysis to assess the outcomes. Goldman looks at oil. Brent crude prices have declined 5% over the past week to $62/bbl as the market reassesses the prospect of a potential Russia-Ukraine peace deal. While uncertainty around the details of
Recall Labor’s Powering Australia Plan, released before the 2022 federal election, which claimed that it would cut NEM wholesale power rates by $11 per MWh (from $62 to $51) by 2025, resulting in lower retail power prices. Prime Minister Anthony Albanese hailed RepuTex Energy’s analysis as “the most comprehensive modelling ever done for any policy
The Market Ear on stocks and fear. Panic gone The extreme VIX vs SPX gap is gone. Chart shows SPX vs VIX (inverted). Source: LSEG Workspace Downside panic also gone Downside protection has reset sharply lower during the latest bounce. The SDEX implosion has been agressive over the past days. Source: LSEG Workspace Seen VVIX?