Tag Archives: Australian Housing

Australian Recession coming?

May 4, 2012

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Two things happened yesterday that suggest to me that the Australian economy could be headed for recession. The first was the collapse of the First Fleet trucking company and the second was the release of the Australian Industry Group’s Performance of Service Index (PSI) which slumped 7.4 points. Houses and Holes covered it well in […]

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RBA should cut – the paradox of thrift is killing the economy.

April 3, 2012

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I’m only going to be quick today because readers know my view – the Australian economy is structurally and fundamentally weaker than the aggregate numbers suggest. It is a long term weakness born of the debt binge between 1995 and 2009 which is so evident in the chart above from the RBA’s march Financial Stability […]

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Housing Finance falters

March 13, 2012

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Originally posted on puntersperspective:
The Australian Bureau of Statistics released the latest housing finance figures today and they were disappointing however not unexpectedly so. Australia’s housing finance figures had steadily improved over the second half of 2011 which led some to call a turnaround in the housing market which had been under pressure for some time.…

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Data Vault – A weekly wrap up of key economic releases in Australia and beyond

January 30, 2012

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January 30th 2012 Welcome to our weekly Data Vault. The Vault is put together by our team here at Lighthouse and we offer it as a resource to readers and clients who want to quickly get a feel for the data over the week without having to read a full blog or economic report. It will be […]

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Data Vault – A weekly wrap up of key economic releases in Australia and beyond

January 23, 2012

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January 23rd 2012 Welcome to our weekly Data Vault. The Vault is put together by our team here at Lighthouse and we offer it as a resource to readers and clients who want to quickly get a feel for the data over the week without having to read a full blog or economic report. It will be […]

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Data Vault – A weekly wrap up of key economic releases in Australia and beyond

January 16, 2012

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January 16th 2011 Welcome to our weekly Data Vault. The Vault is put together by our team here at Lighthouse and we offer it as a resource to readers and clients who want to quickly get a feel for the data over the week without having to read a full blog or economic report. It will […]

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School Shoes

January 9, 2012

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In the earlier part of last year I mentioned to Greg that I thought the RBA was going to cut even though all the press at the time and the pundits were still talking, aggressively, about rate hikes. I’d seen on the ABC news that the talk was all about the need to hike but […]

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Data Vault – A weekly wrap up of key economic releases in Australia and beyond

December 19, 2011

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December 19th 2011 Welcome to our weekly Data Vault. The Vault is put together by our team here at Lighthouse and we offer it as a resource to readers and clients who want to quickly get a feel for the data over the week without having to read a full blog or economic report. It will be […]

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CNY convertibility – long run impacts on Australian Dollar

November 3, 2011

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Yesterday I heard that Russia had finally been granted admission to the WTO. apparently the mandarins in Tbilisi had decided that their Georgian blocking of the Russian ascension to the WTO was hurting them more than the Russians who were blockading their wine and other exports. So they put their pride aside and even though they fought, and […]

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Australian Tipping Point? – Data is deteriorating rapidly

September 1, 2011

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Intellectually we like being right – that is the point of why we spend so much time investigating economies and markets and putting strategies and thoughts into practice. But the uncomfortable truth of the outlook at the moment is that there is no joy in seeing the Australian economy head in the direction that we […]

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