The Property Couch (LIVE) RBA Sep 2025 | Is the Property Boom Back? Animal Spirits Are Stirring...
Sep 30, 2025
The hosts discuss the recent decision by the RBA and its implications for the housing market. There's a surprising Q2 GDP growth driven by domestic demand and a spike in housing inflation. Migration trends are explored for their positive impact on productivity. With households returning to trend spending, they analyze shifting consumer sentiment and high house price expectations amidst affordability tensions. The spring selling season brings concerns about investor activity and tight supply supporting price growth.
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Australia's Q2 Growth Surprise
- Australian GDP grew 0.6% in Q2, driven by domestic final demand and household spending.
- Real annual growth was 1.8%, the fastest since Q3 2023, showing momentum despite headwinds.
Population Masks Per-Capita Turnaround
- Per-capita GDP had seven quarters of decline but is now moving positive as population growth lifts headline GDP.
- Productivity is returning to add to growth rather than subtracting from it.
Migration Is Australia's Economic Edge
- Migration and human capital are net positives for the Australian economy and productivity.
- Ben Kingsley warns nationalist politics risks undermining that economic advantage.