Housing and US stocks still the themes to follow
Firms like Goldman Sachs had been predicting declines as far back as July of 2014, but not the collapse we have seen.
Mr Stevens is plainly trying to manage many different things: inflation, economic growth, housing prices, and the Australian dollar.
If we consider all interactions are market... More
How can the steep drop in oil prices we have... More
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Another interest rate cut or two next year should maintain solid growth in housing demand, and further falls in the Australian dollar will strengthen the case for US equities.
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