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1 September 2025

Home / Supply And Demand

Supply And Demand

1-12 out of 17 results.

Key factors behind the housing supply crisis

Australia’s housing supply is falling far short of demand, driving up prices and rents. With approvals down, costs up, and planning delays rampant, the next generation may not forget - or forgive - this crisis. 

This 'forgotten' inflation indicator signals better times ahead

Money supply provides an early and good read on whether the cash rate setting is transmitting to accelerating, steady or slowing price pressures. This explores recent data on money supply and what lies ahead for inflation.  

Do sanctions work?

Sanctions are losing effectiveness due to increasing economic polarisation, with many countries increasingly circumventing restrictions. Examples include China, Iran and Russia, whose industries have adapted despite sanctions.

A housing market that I'd like to see

Our housing system isn't working, with prices and rents growing faster than wages, longer public housing waiting lists and more people are experiencing homelessness. Here are five ways to ease the crisis.

Will house prices crash?

Absent much higher interest rates and or unemployment, a house price crash in Australia looks unlikely. However, a failure to boost affordability risks a further slide in home ownership and rising inequality.

This vital yet "forgotten" indicator of inflation holds good news

Financial commentators seem to have forgotten the leading cause of inflation: growth in the supply of money. Warren Bird explains the link and explores where it suggests inflation is headed.

Uranium and the fear of running out

Today, the uranium market is driven by price-inelastic buyers who are motivated almost solely by supply worries - literally by the fear of running out. That could see high prices sustained for a number of years.

China is primed for a comeback

China is three years into a bear market and a number of investors have written it off as 'un-investable'. That spells opportunity given the problems appear manageable and great businesses are now trading at cheap prices.

Reshoring supply chains: What does it mean for investors?

Perhaps the most consequential lesson from the pandemic for companies is that relying on single links in the global supply chain is a mistake. Here's how businesses are adjusting and the implications for investors.

The bull case for nuclear energy, oil and cheap China plays

The biggest crisis facing the world economy is a lack of cheap energy to drive economic prosperity and growth. The only realistic solution is nuclear energy, which underpins our 8% shareholding in Energy Resources of Australia.

5 big trends shaping markets for the next decade

The world is undergoing significant changes and investors will need to reset their expectations about how a typical investing environment will look. Here are five seismic shifts that will define the next decade.

Ukraine-Russia conflict update: Compendium of research

Most global corporations' direct exposure to Russia is limited; however, rising commodity prices and supply chain disruptions will pressure consumer sentiment and raise inflationary risks.

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Which generation had it toughest?

Each generation believes its economic challenges were uniquely tough - but what does the data say? A closer look reveals a more nuanced, complex story behind the generational hardship debate. 

Maybe it’s time to consider taxing the family home

Australia could unlock smarter investment and greater equity by reforming housing tax concessions. Rethinking exemptions on the family home could benefit most Australians, especially renters and owners of modest homes.

100 Aussies: seven charts on who earns, pays, and owns

The Labor government is talking up tax reform to lift Australia’s ailing economic growth. Before any changes are made, it’s important to know who pays tax, who owns assets, and how much people have in their super for retirement.

The best way to get rich and retire early

This goes through the different options including shares, property and business ownership and declares a winner, as well as outlining the mindset needed to earn enough to never have to work again.

A perfect storm for housing affordability in Australia

Everyone has a theory as to why housing in Australia is so expensive. There are a lot of different factors at play, from skewed migration patterns to banking trends and housing's status as a national obsession.

Chinese steel - building a Sydney Harbour Bridge every 10 minutes

China's steel production, equivalent to building one Sydney Harbour Bridge every 10 minutes, has driven Australia's economic growth. With China's slowdown, what does this mean for Australia's economy and investments?

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