John Kehoe and Michael Bleby on the RBA’s inflation dilemma, why the next interest rate move might be up and how that will affect the property market.

This podcast is sponsored by Aussie Broadband

Further reading:

Investors are flocking back to the property market Three interest rate cuts, double-digit price rises and tepid new housing supply have convinced investors that property is once again a sure bet.

If you’re waiting for another rate cut, read this first The lower speed limit means the economy cannot afford as much income growth for people, and that living standards will increase by less than in the past.

Housing market tipped to cool as rate cut hopes diminish Home prices grew 1.1 per cent in October, the fastest monthly pace in two years but some of the heat may come out soon as borrowing costs stay on hold.

John Kehoe and Michael Bleby on the RBA&rsquo;s inflation dilemma, why the next interest rate move might be up and how that will affect the property market.
This podcast is sponsored by <a href="https://www.aussiebroadband.com.au/">Aussie Broadband</a>
Further reading:
<a href="https://www.afr.com/policy/economy/investors-are-flocking-back-to-the-property-market-20251104-p5n7k4" data-stringify-link="https://www.afr.com/policy/economy/investors-are-flocking-back-to-the-property-market-20251104-p5n7k4" data-sk="tooltip_parent">Investors are flocking back to the property market</a> Three interest rate cuts, double-digit price rises and tepid new housing supply have convinced investors that property is once again a sure bet.
<a href="https://www.afr.com/policy/economy/if-you-re-waiting-for-another-rate-cut-read-this-first-20251111-p5neo1" data-stringify-link="https://www.afr.com/policy/economy/if-you-re-waiting-for-another-rate-cut-read-this-first-20251111-p5neo1" data-sk="tooltip_parent">If you&rsquo;re waiting for another rate cut, read this first</a>&nbsp;The lower speed limit means the economy cannot afford as much income growth for people, and that living standards will increase by less than in the past.
<a href="https://www.afr.com/property/residential/housing-market-tipped-to-cool-as-rate-cut-hopes-diminish-20251103-p5n7ev" data-stringify-link="https://www.afr.com/property/residential/housing-market-tipped-to-cool-as-rate-cut-hopes-diminish-20251103-p5n7ev" data-sk="tooltip_parent">Housing market tipped to cool as rate cut hopes diminish</a>&nbsp;Home prices grew 1.1 per cent in October, the fastest monthly pace in two years but some of the heat may come out soon as borrowing costs stay on hold.

A weekly podcast from The Australian Financial Review that examines the biggest stories in business, markets and politics, and why they matter, explained by the best financial journalists in the country.

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A weekly podcast from The Australian Financial Review that examines the biggest stories in business, markets and politics, and why they matter, explained by the best financial journalists in the country.
Search The Fin and follow us wherever you get your podcasts.

A weekly podcast that examines the biggest stories in business, markets and politics, and why they matter.