Market outlook, September 2026, 4 September 2026Prices are falling, the labour market is loosening, and inflation is not co-operating.Home values fell for a fifth month in August and Sydney is now falling faster than in the 2022 correction. Unemployment reached 4.5 per cent. Trimmed mean inflation has not moved since May. And a large Western Sydney developer entered administration owing about $3.4 billion to private lenders.Read
Market outlook, August 2026, 6 August 2026Inflation eases enough for a pause, and values fall faster.June's inflation figures came in below the Reserve Bank's forecast, and the market now expects the cash rate to stay at 4.35 per cent this month. Home values fell 0.7 per cent in July, the largest monthly fall since December 2022, and Sydney fell twice as fast.Read
Market outlook, July 2026, 6 July 2026Values turn down, and the Budget changes the investor maths.Home values posted their sharpest monthly fall in three and a half years in June, led by Sydney. The Reserve Bank paused after three increases, and the Budget has changed the after-tax arithmetic for anyone buying an established investment property.Read