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Our newsletter pulls you inside a world of insightful, humorous and contrarian investment advice straight from our global network of experts.

 
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John Calverley

 
 
The spread of the global housing bubble - by John Calverley

...The global housing bubble is spreading to more and more countries and regions. Undoubtedly a key driver is low mortgage rates, as buyers fail to recognise that lower nominal interest rates do not actually mean housing is cheaper, only that inflation is set to be lower in future. So future house price gains will be slower than in the past...


What is deflation: Falling consumer prices - by John Calverley

...One of the causes of the current housing bubbles in the UK, Australia, parts of the US and elsewhere, is that people have forgotten that house prices can fall as well as rise...



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