Is the Australian dollar about to boom?

Monday, 17 September 2018

Over the weekend, we had the tearaway Chinese property price data. This has implications for many things but most pointedly Australian bulk commodities.

It appears that recent PBOC easing has (predictably) landed first upon real estate prices. The easing:

The result:

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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.