RBA Can Afford to Stay on Hold a Little Bit Longer, Says Kapstram’s Goldman

The video discusses the current state of the housing cycle and job market, suggesting that the economy is nearing the bottom due to macroprudential policy changes. It explores the likelihood of further interest rate cuts by the RBA and the potential consequences of ultra-low rates, such as banking issues seen in Europe. The discussion extends to global economic trends, particularly the influence of Fed policy on Asian markets, highlighting the positive impact on emerging market Asia despite low real rates.

What factors does the speaker believe influence the housing cycle?

How does the speaker view the current state of the job market in relation to the housing market?

What is the speaker's opinion on the potential for further cuts in the cash rate?

What lessons does the speaker mention regarding cutting rates too low?

How does the speaker relate the low rate environment to emerging market Asia?