What will happen to Real Estate Investment Trusts when there is a reopening?
Even the industry people are now saying that property prices in Australia have gone nuts.
Australia's financial markets depend on residential property in the first instance and banks in the second instance.
Australians' obsession with housing continues apace.
With money locked in Australia because of border closure building is booming. But reopening the borders will be crucial if demand is to be sustained.
Mortgage volumes are booming. Will this save bank shares?
There has been a global property boom perhaps linked to the lockdowns and climate of fear – and certainly to low interest rates.
Housing is surging. Will there be a policy shift to tighten?
Data from the RBA shows household debt is soaring but there are lower interest payments on that debt.
Turns out the pandemic has helped, not harmed, house prices. One reason? Returning Australians.
Private sector credit is the lifeblood of the economy, and there are signs it is picking up after the ravages of the pandemic. As ever, all eyes are on what is happening in housing.