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Tightening The Screws On Aussie Households With Martin North | Nucleus Investment Insights

In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr welcome Martin North back to the podcast and delve into the latest data from his household stress survey.

 

The key things we want to find out:

  • The overall household variation. We know that the average household is hurting a little, but it isn’t dire. But about the ends of the spectrum, the rich households and more importantly the poor ones?
  • Are things starting to accelerate? We have seen some of the biggest cohorts of fixed mortgages reset over the last few months, is that coming through in the data
  • Job security – any signs of concern
  • Theories on why we haven’t seen worse economic outcomes. Is it delayed or are we reading it wrong
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