Tony Alexander

Economic Commentaries

Weekly Overview July 7 2016

Thursday July 7th 2016

This is the last Weekly Overview until I return from leave in a couple of weeks time. To tide everyone over until then the issue is devoted entirely to the focus for many people of housing. We take a look at whether there are parallels with 1986-87, the implications for policy and housing here of Brexit, the Aussie election, rising nationalism in Europe and the rise of Mr Sanders and Mr Trump in the United States.

Given that last element, the expressed concern of the Reserve Bank about high lending growth, and the entry into the nationwide housing market now of bottom of the pyramid late-cycle panicked buyers, it looks like this cycle’s end game has started.