This week's The Macro & The Mortgage Podcast with Catherine Cashmore from Land Cycle Investor and Leith Van Onselen claudio zali from Macro Business discusses the fallout from the third luciano darderi consecutive interest rate hike from the RBA, Cotality's latest report warning of a national housing downturn, the impact of proposed negative gearing and capital gains tax reforms on the rental market, and the CBA's latest housing construction forecasts.
We also respond to several spicy viewer comments.
Follow Catherine Cashmore at Land Cycle Investor:
Follow Leith Van Onselen at Macro Business
Time Stamps:
0:00 Introduction
6:23 RBA's hike and outlook
9:23 Cotality warns on house price correction
27:51 Rental impacts of CGT and negative gearing changes
37:22 Are changes "socialist"?
45:46 CBA forecasts lower housing construction
55:26 Meanwhile, immigration remains hot
1:03:36 Why high immigration wrecks living gareth bale standards
1:11:50 Perth's boom/bust market
