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Rates, property, consumption, currency and commodity signals for readers tracking Australian market direction.
This article starts from three major housing crises in Australian history, analyzes the motives, effects, and limitations of government intervention, and explores their implications for the current housing market, economic structure, and investment opportunities.
Australian property auction numbers fell by 8.7% in July 2026, with significant declines in Sydney and Melbourne. The Labor Party's capital gains tax reform, negative gearing restrictions, and three rate hikes by the RBA have jointly dampened investor demand, and the market expects house prices to fall by 8% by 2027.
Deloitte Access Economics' latest report shows that the Australian economy will experience its longest period of low growth since the early 1990s recession, with resurgent inflation, stagnant productivity, and geopolitical shocks exposing deep structural weaknesses.
AMP Chief Economist Shane Oliver warned that Labor's policies of abolishing capital gains tax concessions and limiting negative gearing have caused auction clearance rates to plummet to 43%, accelerating the decline in house prices. This could drag down consumption through the wealth effect, thereby slowing overall economic growth.
The Australian government's cancellation of the capital gains tax discount and prohibition of negative gearing on existing housing have led to a sharp drop in auction clearance rates and an expected decline in housing prices. This article analyzes the structural impact of the tax reform on investors, first-time homebuyers, and the overall economy.
In-depth analysis of the Australian commercial real estate private credit market, exploring how disciplined investment strategies centered on capital preservation create value in uncertain markets, and the implications for institutional and high-net-worth investors.
The Australian government plans to abolish negative gearing to lower housing prices, but the market response has been lukewarm, potentially triggering the most severe market correction in 40 years. This article analyzes the business implications, industry trends, and long-term impacts behind the policy.
Australian house prices hit pause in May, with Sydney and Melbourne leading the decline. This article examines the meaning of this cooling spell for housing, consumer spending, and Australian business from the perspectives of interest rates, tax reform, inventory, and investor sentiment.
CBRE’s latest survey shows that Australian commercial real estate lenders remain willing to expand exposure, but their capital preferences are shifting from industrial assets toward stable office properties, hotels, and student accommodation, reflecting how interest rates, construction costs, and yield certainty are reshaping capital allocation.