Australia Update 1 November 2025
House prices still booming
The RBA is in serious trouble now. And they have to make the next decision on 9 December, the day before the FED.
They invented a new measure of CPI to give them more choice on which number to cherrypick. It’s inconvenient that it brought the worst news they could hope for.
APRA is starting to introduce formal lending limits on banks for residential housing, the price of which is going exponential.
They’re all too late.
ASX not quite as convincing as other markets but still near the all time high.
