The housing bull’s chartbook

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Find below the ANZ Housing Chartbook. It’s full of fascinating data. I suggest taking the affordability and underlying demand data material with a grain of salt, given both are full of questionable hidden assumptions, but this is still well worth a read.

Australian Housing Chartbook December 2012

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.