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Mortgage affordability is not housing affordability

October 10, 2025 - 00:05 -- Admin

The 2025 federal election campaign saw both sides admit that they wanted to see Australian home prices rise at a ‘sustainable rate’ from already record-high levels. Both Labor and the Coalition offered ‘affordability’ policies that were really aimed at pumping homebuyer demand and increasing prices. It was a theme that has been repeated throughout this

NZ rents fall amid migration slump

October 9, 2025 - 14:00 -- Admin

Statistics New Zealand’s latest migration data showed that only 13,066 net overseas migrants landed in the country in the year to July 2025. This inflow was well below the decade average of 49,000 and more than 120,000 lower than the late 2023 peak. The following chart from Justin Fabo from Antipodean Macro shows that the

On the highway to Hellbourne

October 9, 2025 - 13:30 -- Admin

I have just returned from a rock-n-roll thunder tour of the world that took in Tokyo, London, Amsterdam, Paris, and Rome. I have not visited any of these cities in forty years, so the changes were amazing. First, what had not changed. Everybody smokes, everywhere, thank god. Tokyo has barely changed as an experience, except

Western fertility rates turn Japanese

October 9, 2025 - 13:00 -- Admin

With the release of the latest data from Statistics Canada, it was revealed that Canada’s fertility rate had fallen to just 1.25 children per woman. To put this into perspective, it’s lower than Japan’s fertility rate of 1.30 children per woman recorded during the height of lockdown during the pandemic in 2021. According to commentary

Dance like its 1997

October 9, 2025 - 12:30 -- Admin

The Market Ear on the bubble. Nothing is impossible Can the AI frenzy go into total overdrive? NDX now compared to 1999. Source: LSEG Workspace Retail mania “Retail investors have bought over $100bn of US equities over the last month on QDS estimates based on public data* – the largest 1-month buy on record, just

MB Fund Podcast: Housing Affordability Gets Flattened Under Rising Prices

October 9, 2025 - 12:05 -- Admin

In this week’s podcast, we are taking a look at the crushing weight of Australia’s housing market—why affordability is being flattened under rising prices, what’s driving the squeeze, and what comes next for buyers, renters, and investors.  Can’t make it to the live series? Catch up on the content via Podcasts or our recorded

Gas debate burns national interest alive

October 9, 2025 - 11:30 -- Admin

A national interest policy process is one in which a well-informed government determines its policy settings via a specialist area of the bureaucracy. Next, the draft policy is released, and parliamentarians make well-understood arguments to the public via an intelligent media with its own specialists. Having fortified the polity with knowledge, the government might then

To increase home ownership, reduce the number of investors

October 9, 2025 - 11:00 -- Admin

A new report from Oxfam claims that the capital gains tax (CGT) discount and negative gearing are “disproportionately” benefiting Australia’s wealthiest, fuelling the housing affordability crisis and inequality, and harming the federal budget. Accordingly, Oxfam has called on the government to “properly tax wealth and restore a progressive tax system that works for working people”.

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