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Hi Bernard, keep up the good work! The banks have the RBNZ hostage, as all of the QE given to banks has been channeled into house debt. The banks can keep pumping house debt knowing the RBNZ and the govt will do almost anything to protect house wealth. If houses go up another 15% to 20% next 12 months then what? I think NZ fundamentally does not think massive house wealth is a problem, the opposite, this country has been built on it. The narrative needs to be change more around what is the problem, what are the negative effects, risks etc for NZ? the current fear factor being promoted that house prices might fall and the risk to home owners is not resonating, and the market has taught house investors its also not likely! Example, if NZ is simply too expensive for renters and young people, then will another cohort leave! I think very possible once borders open.

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