Oliver’s insights – China’s slowdown and structural challenges
The article looks at the current concerns about the Chinese economic outlook and how Australia can’t rely on the China/commodity boom indefinitely.
Tag: issue
Australia’s Achilles’ heel – high household debt and rising interest rates…it’s not as bad as it looks, but it’s still an issue | AMP Capital
Australia’s Achilles’ heel – high household debt and rising interest rates…it’s not as bad as it looks, but it’s still an issue Key points Australian household debt has risen dramatically since the 1980s and is high compared to other countries. The rise is not as bad as it looks because it’s been matched by rising wealth and debt servicing problems are low. However, this will likely change as interest rates rise further & if …
Why is Australian housing so expensive and what can be done to improve housing affordability? | AMP Capital
Why is Australian housing so expensive and what can be done to improve housing affordability? Key Points The key drivers of poor housing affordability and high household debt levels in Australia have been low rates and poor housing supply. Macro prudential controls to slow home lending now look imminent. But this is just a cyclical measure. More fundamental measures to improve housing affordability need to focus on boosting housing supply and decentralising away from …
US political protests, inflation and rising bond yields
US political protests, inflation and rising bond yields Key points US protests are only an issue for investment markets if they significantly impact economic activity. Global and Australian recovery will boost bond yields and there is good reason to believe that (after yet another false ending) the now nearly 40-year super cycle decline in bond yields may be at or close to over. But the end of the bond bull market is likely to …