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Summary
AUSTRALIAN INDICATORS AND THE 18.6 YEAR CYCLE “It was an elegant thesis that retailers would get slotted, banks’ bad debts were going to spike, unemployment would go to 4-5% in the base case, and house prices were going to fall 15%. “None of that’s happened.”
- Bloomberg article May, 2024 - 2023 was the year of the Mortgage Rate Cliff in Australia. When the bulk of those very low three year fi