HeyJaredUnconventional Economist
- Indexed articles, last 90 days
- 250
- Latest publication
- Oct 1, 2026
- Outlet visibility, for Macrobusiness
- Top 500K sites
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- Jul 14, 2026
Latest articles
Australia has a housing conversion problem (opens the original)
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The latest dwelling completions data from the Australian Bureau of Statistics (ABS) showed that only 173,400 homes were built in the year to March 2026, 66,600 (28%) fewer than the 240,000 annual run rate required to meet the National Housing Accord’s target of building 1.2 million homes over five years. Over the first 21 months of the National Housing Accord, 112,400 fewer homes have been constructed than the target, representing a 27% shortfall. NSW and Queensland, in particular, are tracking
Bathla's collapse an iceberg for private credit market (opens the original)
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The private credit market, which has grown to around $200 billion in assets, has become a key lender to developers as traditional banks pull back from construction lending due to tightening risk appetites. However, the recent collapse of property developer Bathla Group has thrown the sector into disarray. Bathla Group entered voluntary administration in late August after running out of cash, leaving $3.6 billion in private‑credit debt, 2,000 homes mid‑construction, and 15,000 planned dwellings i
Poor rental affordability drives tenants into share housing (opens the original)
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Cotality’s September housing market results are out: the nation’s rental market saw a solid rise in the vacancy rate to 2%, up from the record low of 1.5% recorded in February 2026 and the highest level since January 2025. The monthly pace of rental growth eased to 0.3% in seasonally adjusted terms, the smallest monthly rise since May 2025. This took the annual change in national rents to 5.5%, the slowest pace since January 2026. Cotality’s weekly market indicators report also shows a marked in
Property investors 'crash out' after federal budget tax changes (opens the original)
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Changes to negative gearing and capital gains tax in the federal budget have sharply reduced investor credit growth. The Reserve Bank of Australia’s (RBA) credit aggregates data for August, illustrated below by Justin Fabo from Antipodean Macro, show that investor housing credit growth decelerated sharply to 0.32%, down from the recent peak of 0.95% in December 2025: “The slowing in investor housing credit growth in Australia is broadly consistent with a decline in related Google search activity
Aussie house prices falls are worse than thought (opens the original)
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Just when you thought that Australia’s housing correction couldn’t get worse, Cotality has revised its dwelling values index downward, meaning that values have fallen more sharply than expected. Cotality’s daily dwelling values index, which tracks home values across the five major capital city markets, has recorded a 3.8% quarterly decline at the 5-city aggregate level: The daily dwelling values index has also recorded a 6.0% decline from its peak across the five major capital cities: However, C
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