The items listed below represent potential emerging issues that our analysts are tracking. These can be long term or short term, but will be updated daily. If an item on our Watch List becomes critical, we will email you a full analysis explaining its significance.
Each Saturday, we will follow up our daily Watch List for each week with our conclusions on these issues.
Australia: Worried about a potential housing bubble, officials at the Reserve Bank of Australia are considering tighter bank lending standards, particularly for apartments. This consideration matters because it would mark a reversal of its current trajectory of maintaining low rates and even decreasing them. Chinese investors seeking to move their money out of China by buying assets have flocked to Australia’s real estate market. The geopolitical issue here is the impact money exiting China has on other countries’ economies, in this case Australia.
Turkey: Turkish Defense Minister Fikri Işık said Ank