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Member’s Special Report: Inside the negative gearing bubble

In late April, the Australian Taxation Office (ATO) released its Taxation Statistics for the 2012-13 tax year, which once again revealed that Australia is a nation of loss-making landlords. If there is...

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MB Special Report: Asset allocation in the great Australian adjustment

Introduction This is undoubtedly the most difficult time in a generation for an investor to make decisions about where to put his/her capital. Not only are we in the middle of a great shake up in major...

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Special Report: How to profit from a house price crash

Undoubtedly the biggest asset that Australians aspire to and acquire is property, either owning your home and/or investing in residential property. This has been the most risk free investment in the...

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Xmas special report: Australia and the 100 year bust

After 24 years without an official recession, the Australian economy faces its sternest test in 2016-17. What is most apparent about the outlook for next year and beyond is the number of deleterious...

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Special report: Five reasons the mining bust is not over

The ANZ’s Richard Yetsenga has nailed his colours to the mast, from the ABC: The bank’s acting chief economist and global head of financial markets research Richard Yetsenga told a business function in...

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Easter Special Report: The negative gearing bible

Negative Gearing. Who uses it and why? How much does it cost? What does it achieve? What are its risks and rewards? Should it be changed? How? What will that do to property? To the economy? Just a few...

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Special Report: The economy in March

By Leith van Onselen Below is this month’s report for MB subscribers summarising the major statistical releases pertaining to the Australian economy in March, broken-down by topic. Housing On Friday,...

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Special Report: Is China recovering or sinking?

China unleashed its April data avalanche over the weekend and it missed big across the board as expected. Industrial production fell back to 6% from 6.8% and 6.5% expected: Fixed asset investment eased...

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Mid-Year Subscriber’s Report: Sydney vs Melbourne battle of the bubbles

The Sydney-Melbourne rivalry has been a century in the making. In the 26 years after Australia’s Federation in 1901, the Commonwealth Government was temporarily housed in Melbourne. But after intense...

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Special Report: What should you do about Brexit?

What a wonderfully hopeful species the human being is! After one day the Brexit fallout has been quite limited. The US dollar was strong but not insanely so: Yen was strong but euro only modestly weak:...

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Special report: Why common housing affordability measures are wrong

By Leith van Onselen In recent times I have witnessed excuses about today’s record high house prices (and record low affordability) that do not pass the laugh test and warrant thorough debunking. The...

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Xmas special report: Can the great “can kick” save Australia?

In last year’s Christmas special report, MB forecast four shocks for the Australian economy in 2016, namely: the continued global shakeout in commodity prices; the continued unwinding of the mining...

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Special report: Where to invest to win the energy race

Fossil fuels have a limited time as viable sources of energy. And I’m not talking about saving the planet or carbon taxes, simply economics. Coal, gas, oil, all have economics based on a “scarcity...

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Special report: Light at the end of the mine shaft or oncoming train for...

It has been nearly three years since we published a members’ special report on the Perth housing market (see Perth property at the precipice, July 2014). A lot has happened since that time. Mining...

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Special Report: Gerard Minack on when debt-stuffed Aussies will puke positions

Exclusively from Gerard Minack. A housing boom prevented the 2014-15 commodity bust pushing Australia into recession.  Now, however, pressure on consumer incomes is increasing the risk that even a...

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Mid-Year Special Report: Sydney vs Melbourne battle of the bubbles redux

The Sydney-Melbourne rivalry has been a century in the making. In the 26 years after Australia’s Federation in 1901, the Commonwealth Government was temporarily housed in Melbourne. But after intense...

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Member’s special report: What Census 2016 tells us about housing

The 2016 Census was released late June and, as always, it provided some useful insights into the Australian housing market. This member’s special report delves into the key summary data and provides a...

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Special report: Brisbane property – good value or value trap?

In our last report on the Brisbane property market, released in March 2015, I argued that investment fundamentals and valuations in Brisbane property were sound relative to the other major capitals,...

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MB Christmas Special Report: The Great Housing Reckoning

In MB’s 2015 Christmas special report, we forecast that 2017 would be “Judgement Day” for the Australian economy, due to four shocks: a continued global shakeout in commodity prices; a continued...

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Member’s Report: 55 charts on the Aussie economy

By Leith van Onselen Commencing today, MB will produce a monthly chart pack on the Australian economy for paid subscribers. These charts are broken down by topic and presented without comment. They are...

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Member’s Report: 57 charts on the Aussie economy

By Leith van Onselen Please find below MB’s monthly chart pack on the Australian economy for paid subscribers. These charts are broken down by topic and presented without comment. They are intended to...

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MB Christmas Special Report: The Great Australian Housing Crash

In MB’s 2017 Christmas special report, entitled “The Great Housing Reckoning”, we anticipated a difficult 2018 for Australians with “an intensification of the per capita income recession that is the...

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MB Half-Year Report: Can ScoMo’s miracle save housing and the economy?

In MB’s 2018 Christmas special report, entitled “The Great Australian Housing Crash”, we anticipated a “strong probability” of a housing “crash” for Sydney and Melbourne, loosely defined as a...

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MB Q3 Subscribers’ Report: Is Australia’s housing recovery a bull trap?

In MB’s Half-Year special report, entitled “Can ScoMo’s miracle save housing and the economy?”, we forecast a modest house price recovery for Australia into 2020. Over the past quarter, however, the...

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MB Christmas Special Report: The bell tolls for Australia

As 2019 comes to a close, the Australian economy is giving mixed messages. On the one hand, the domestic economy is slowing fast, with the private sector in recession and the economy held up largely by...

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Industry’s superannuation math doesn’t add up

Industry Super Australia (ISA) were doing the rounds again yesterday, claiming the Morrison Government’s early release policy will add billions to the cost of the age pension over coming decades,...

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MB Christmas Report: The 2021 Aussie property boom

Australia’s property market began 2020 with strong momentum. Property prices had accelerated in the 10 months following the Coalition’s shock election victory in May 2019. This was led by Sydney and...

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MB Subscriber Report: 1H 2021 Australian Property Outlook

Below is the first in a new monthly routine of special reports that will be provided exclusively to MacroBusiness subscribers. The Australian economy’s better than expected recovery, driven by...

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MB Christmas report: Sowing the seeds of another ‘lost decade’

2021 began with optimism. After Victoria beat off its virus second wave, Australia was effectively virus free with the economy primed to boom on the back of pent-up demand and the unprecedented...

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MB Special Report: Rising mortgage rates will hammer household finances

Earlier this week I showed how fixed rate mortgages have ratcheted up, rising by 0.48% (< 3 years) and 1.08% (>3 years) from their bottom last year: The story is different for variable mortgage...

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