Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱

3.7K posts

Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱

@ricyet

ANZ Bank Chief Economist. CEDA Board. GAICD. Asia. Antipodes. China. Climate. Diversity. India. Technology. Human economics.

Sydney, New South Wales เข้าร่วม Şubat 2013

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Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱 รีทวีตแล้ว

ET NOW@ETNOWlive·10 Mar

#WATCH | Oil markets swing between hope and fear as Trump hints at ending the war, but ANZ’s Richard Yetsenga says the durability of that statement remains uncertain amid political pressure over rising oil prices Full Conversation : youtu.be/pjghMWqU1aQ?si… #OilMarkets #Trump #Geopolitics #CrudeOil #ANZ @ricyet @AyeshaFaridi1 @sajeetkm

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Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱@ricyet·24 Şub

This is from 2023, but worth reposting. In counties like Australia the essence of the system seems to conspire against adding to the supplying dwellings.

John Burn-Murdoch@jburnmurdoch

Underrated factor in why English-speaking countries have especially bad housing crises is their common law systems (adversarial and litigious) vs judge-led civil law systems elsewhere. Makes Anglo planning/permitting systems especially vulnerable to NIMBYs and other objections.

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Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱@ricyet·14 Şub

@peter_tulip @pleasedontatme @mattcollins Haha I suppose normally good is better than always bad.

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Peter Tulip@peter_tulip·14 Şub

@pleasedontatme .@pleasedontatme is correct; @ricyet (who is normally good on these things) and @mattcollins are incorrect. Zoning restrictions in inner suburbs make prices of both new and existing housing exceed marginal cost. Allowing more building will reduce both prices by similar amounts.

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Justin 🏗@pleasedontatme·14 Şub

“If existing dwellings are cheaper than new ones, commencements will dry up” This is not true of Tokyo where units have robust depreciation, it’s not true of cars or many other sectors. The goal of housing policy should be for prices of existing units to go down over time.

Matt Collins@mattcollins

.@ANZ_AU Chief Economist is clear: supply alone won’t fix housing affordability. Costs rise, speculation follows, and new builds can stall. The real answer is a broader policy mix: supply, demand, productivity and better use of existing homes.

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Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱 รีทวีตแล้ว

CNBC-TV18@CNBCTV18News·4 Ara

#GlobalOpinion | Richard Yetsenga Of ANZ Research To @CNBCTV18News - #FII flows are expected to return to #India at some stage next year - Believe 2026 will be a better year for #Rupee @_prashantnair @surabhiupadhyay @Nigel__DSouza #CNBCTV18Market @ricyet WATCH: youtu.be/0VMC7-c2w8Y

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Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱@ricyet·4 Ara

But if I don’t know to ask about the “torque spec” I end up with a much bigger problem. Is this not another self-driving car issue? Ie it’s 95% awesome, but the last 5% reduces the real-life usefulness massively.

Bill Ackman@BillAckman

This is incredible. Worth two minutes.

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Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱 รีทวีตแล้ว

ET NOW@ETNOWlive·31 Eki

#WATCH | “A truce, not a treaty” 🇺🇸🇨🇳 Richard Yetsenga says the US-China trade deal signals a pause not peace. “It’s an interruption in the skirmish, not the end of it” Full Interview: youtu.be/Ldc7kGqN-BU?si… #Trade #USChina #Markets #Geopolitics #ETNOW #GlobalEconomy @SnehiShah11 @ricyet

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Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱@ricyet·30 Eki

#AusCPI. Aus not much of an outlier. #CalmTheFarm

Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱 tweet media

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Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱@ricyet·3 Eki

@dieworkwear Haha. Things haven’t changed that much.

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derek guy@dieworkwear·1 Eki

australian street style, 1973

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Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱@ricyet·16 Tem

@TheKouk Well, everyone is completely crap Kouk to be fair.

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Stephen Koukoulas@TheKouk·16 Tem

Nothing particularly unusual with Australian house prices over the past decade , despite the unrelenting hand wringing

Antipodean Macro@AntipodeanMacro

Canada's housing prices continued to fall in June. Over the past decade, however, Canada and NZ had significant housing price booms, including during the pandemic. Little surprise then that they have been among the weakest since then.

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Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱@ricyet·28 Haz

@ShaneOliverAMP Don’t call me Shirley.

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Shane Oliver@ShaneOliverAMP·27 Haz

Surely not!

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Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱@ricyet·21 Haz

In one chart why climate change mitigation policies are so difficult to sustain -- trying to keep oil for producers at circa USD70 a barrel to reduce supply but at circa USD140 a barrel for consumers to reduce demand.

Josh Young@JoshYoung

Reminder that oil prices are bimodal, and we are likely in "supply destruction pricing" territory currently:

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Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱@ricyet·6 Haz

This chart from @sharon_zollner for #NZ neatly summarises the tension in many societies. Consumers fearing the world but business hoping for the best.

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Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱@ricyet·4 Haz

One chart from today's national accounts that neatly summarises why we are in an easing cycle in #Australia

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Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱 รีทวีตแล้ว

ANZ_Research@ANZ_Research·20 May

ANZ-Roy Morgan Australian Consumer Confidence is now available at anz.com.au/newsroom/media…

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Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱@ricyet·10 Nis

- Regardless of how the next 90 days evolve, the US’s international reputation has been eroded. The US dollar’s valuation extremes against some currencies seem increasingly unjustified in the medium term. Now, we monitor. ...

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Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱@ricyet·10 Nis

- For the global economy, the good news is the bilateral China/US tariffs are a more garden-variety economic challenge, but it is a challenge nevertheless. We are therefore still likely to see stimulus from central banks, but emergency plans will be put back on the shelf. ...

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Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱@ricyet·10 Nis

Blue Lens: post the Trump pivot The global situation remains fluid (needless to say), but conditions have improved. - The US administration’s pivot on tariffs isn’t a reversal, but it is good news. ...

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Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱@ricyet·9 Nis

This quote is quite relevant. If the tariffs are sustained, I would be very cautious about model outcomes.