Our property investment focus is a little different this week. We spend a lot of time focusing on movements in certain markets, clearance rates, facts…
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The 0.2% decline in retail sales is too early to point to as an indicator that things are slowing down. The fall was worse than expected but is just one…
One of the most interesting themes playing out in the early days of the FIFA Football World Cup is the surprises, both Saudi Arabia and Japan shocking…
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One of the most important drivers for any real estate market is the quality and depth of the jobs market. Employment is a critical factor to housing…
One of the most important things to do as a macro investor, looking top down to determine investment themes, is to listen to the data very closely. Data…
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We continue to think Australia will end 2022 as one of the world’s best placed developed economies. Today’s 3.4% unemployment rate was better than…
Interest rate rises are doing their job by slowing things down. The whole point of cutting rates during the pandemic was to stimulate the economy and…
Markets are hard to predict. When the pandemic started in 2020, most major forecasters and experts came out and said property prices were going to…
Last night’s inflation data in the US is not a one-off but likely to be the first signs of a trend that builds into 2023. The reason we say this is that…
One of the most life changing moments I had was back in 2008, working as a stock analyst at Morningstar while the market was crashing. Everything I…
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While most of the market and investors are focused on interest rates, there’s another parralel story unfolding that will potentially cause a big…
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The Fed did pivot overnight, from hawkish to even more hawkish, which isn’t the type of pivot most in the market were expecting. It’s clear now that the…