Australia's housing crash accelerates (Leithvo)

This week's Macro & the Mortgage Podcast with Catherine Cashmore from Land Cycle Investor breaks down the worsening downturn in home values with the latest data, assesses the latest inflation data and hawkish commentary on interest rates from the RBA, unpacks Australia's energy policy disaster, and answers viewer questions.



Time Stamps:

0:00 Introduction
09:05 This week's housing data
23:08 Australia's diesel disaster
30:22 High energy costs deindustrialises Australia
38:00 Rental market easing
45:30 Why rates will rise
50:35 Recession in 2027?
59:08 Hazel the cat cameo
1:04:20 Being a tighwad pays
1:08:49 5% FHB disaster
1:13:00 Will Australia become Argentina?
1:22:53 Government spending and inflation

[Posted at the SpookyWeather2 blog, November 1, 2026.]