Divided they stand
NAB Morning Call
00:00
The Resilience of Household Balance Sheets
House prices continue well, picking up in the UK yesterday. And I think this is this is a bit of a global phenomenon. We're seeing it in Australia and we've started to see house prices turn around in Canada as well. It potentially speaks to the resiliency on household balance sheets. Inflation is still a row, but no signs of a pivot there, is there? No, not yet,. Although it feels like we are starting to get some movement. So I think the market sort of on notice that, you know, super easy policy in Japan are probably over.
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