Kelvin Davidson
speaker
1,120 appearances
10 recordings
2 series
first heard Jan 2026
last heard 10 Aug
Kelvin Davidson’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 10 in all, peaking in Mar 2026 with 3.
Appearances
And, okay, recently they've been relatively short.
A lot of people have been floating.
If they are fixing, it's maybe six or 12 months.
You know, it's shorter than the two or three years that's been a lot more popular in the past.
And it's starting to become more popular just in the most recent few months.
know six to 12 months pass through to a lot of mortgage borrowers are still a lot longer than you know a couple of weeks in australia so it does make the job here for the reserve bank just a little bit more complicated trying to factor in those lags as to how how households might be reacting a year down the track to something that's happening now in terms of borrowing rates so um
Yeah, definitely an interesting contrast.
I suppose just wrapping it up, is there any... I mean, firstly, thanks for joining.
I mean, amazing expertise and insight into what's going on globally in Australia.
Is there any last sort of comments you have, something you want to leave us with around...
The global economy, the Australian housing market.
Awesome.
Definitely something to keep in mind there.
It might be that even if this does get resolved pretty quickly, what you're saying there is,
you know, don't necessarily assume it all goes back to business as usual straight away.
There could be some lasting impacts of this.
And I think it, yeah, definitely, I think it's relevant in terms of our, that knock-on impact potentially on an economy here that's already a little bit subdued.
If, you know, if this global conflict does resolve relatively quickly or could still last, feeds into that weaker economy, starts to bring inflation back down again.
So, yeah, I think it plays into that story that,
you know, yep, there's upside risk to the official cash rate, but it might not necessarily be straight away and keep in mind that this can have negative effects on growth as well.
Showing 341–360 of 1,120 · page 18 of 56
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