If you’re getting tired of reading about interest rates and inflation, here’s something a little different which I’d highly recommend. Ray Dalio’s global macro hedge fund (Bridgewater Pure Alpha), is up 21.5 per cent this year to the end of July, whereas the broader hedge fund industry is having a year to forget – down […]
Ray Dalio
Property market outlook from senior economist at Macquarie Bank – Justin Fabo
Short summary is below. Melbourne and Sydney observations: – neither markets are really buyers markets or sellers markets at the moment, there’s something for everyone – stock levels remain very low, and clearance rates are therefore particularly high – stock levels tend to increase c 6 months after signs of high clearance rate data In […]
Carolyn Bray, head of credit at Macquarie
In this short video Carolyn unpacks the key factors currently impacting Australia’s credit environment. The key takeaways are as follows: – Borrowing capacity is down approx. 20% across the board, however most borrowers don’t stretch to their maximum borrowing capacities – The national housing market has contracted approx. 6% in aggregate over the past 12 […]