11 Comments

As I understand it, the US has mortgages backed by government agencies Freddie Mac and Fannie Mae, which essentially grarantees the loans. We don't have that, but have to pay LMI which insures the lender, and as I just found out, the insurer can still seek payment from the defaulted home owner. That sounds super unfair!

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Should that not be “still STIMULATING”?

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Fixed now.

Though simulating… it makes you think!?

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Isn't the faster transmission of interest rates in Australia a net good thing? Our inflation came down with lower interest rates as you mentioned. This also means that the interest rates to businesses remained lowered than it would have been otherwise. Due to government implicit and explicit subsidies to mortgages in Anglophone world, aren't you worried the real estate sector is crowding out investments in productive activities. We already have Dutch disease due our coal exports, we don't need another thing bringing down our economic complexity.

Also don't you it's better to keep the cost of capital lower for businesses in Australia since we are more of a export economy that America which is more a consumption driven economy.

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Maybe faster transmission of interest rates is a good thing, but is that so when inflation is transitory?

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What is transistionary? No one wanted 8-10+% inflation for more than a year.

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Transitory - inflation/cost of living rise from a once off event. Makes sense to wait it out. Note that transitory does not mean less than a year, it relates to the one ff nature of the price shock. Depending, it can take a while to work its way through the economy.

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I understand that. I meant to say that voters will not tolerate this type inflation for more than a year. Besides unemployment is record low in both America and Australia, so I don't really see the problem. Imo we should reduce the protections to mortgage holders, otherwise mortgages will crowd out more productive investments.

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The Lord gaveth during covid and he took it off the first home buyers when inflation popped up.

The lord gaveth to the rich and their banks with negative gearing, capital gains write offs and low interest rates to enable them to purchase and finance a multitude of houses prior to and during covid. The rich are now happily reaping 5% on term deposits.

Lift up your voices to praise the Lord.

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At least one more occurrence:

“Here’s why.

The United States is still simulating its economy with Covid-era monetary policy because of its unique mortgage market with 30-year fixed interest rates.”

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Thank you!

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