Insights for the people making the decisions. Considered commentary on the cycle, the signal, and the decisions they shape - published on a considered cadence, not a schedule.
The Budget did not tax property. It taxed the capital-growth thesis - and the market is now repricing the asset around a different source of return.
The case for further hikes has largely gone. An earlier cut is not relief - it is the confirmation that the damage has arrived.
Post-budget, post-hike. What is driving Australian property prices into 2027.
Why the headline oil price isn't the price driving your costs, and what the real price means for your business, your property portfolio, and the economy.
Expert commentary on macro and markets. Delivered when it matters.