When does the OK Boomer virus infect property?

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Gottiboff has a crack at it today:

The first rule in the links between the share and property markets is the so called “15 per cent” rule. It’s not until share markets encounter a sustained fall of 15 to 20 per cent that they start to trigger property impact. In the past that impact normally kicks in six to 12 month later but I have seen the impact gap extend to 18 months.

…In many areas of the property market shortages are on the horizon…That means in both our large cities if demand continues rents will rise because we are set for shortages of dwellings.

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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.