Market Signals

The downturn that started in Sydney and Melbourne has now reached Perth and Adelaide. What changed, and what it means for the next six months.

Investor credit growth dropped to a two-year low in July while owner-occupier lending held steady, the first hard data showing policy transmission hitting one cohort harder than the other.

A Sydney construction group facing liquidation by week's end reveals how quickly mid-tier developers can unravel once funding dries up, staff unpaid for two months, no cash for wages or suppliers, and 2,500 homes mid-build.

House values down $87,000 since November, but the compounding effect of two policy forces is what's driving the depth of this correction.

The city's median house price has dropped $65,000 in ten months, but spring declines now track deeper than rates alone explain.

620 homes scheduled across Victoria this week, the thinnest spring opening in five years. Is this vendors holding back or genuine scarcity?

After prices more than doubled in a decade, parts of Brisbane are down by as much as 10 per cent. The question isn't whether the boom is over, it's whether this pullback creates value or signals a deeper correction.

Mortgage applications from first-timers jumped 10% in early August while investor loans for established homes fell sharply, but is the window real or temporary?

Three generations under one roof is rising fast. Is it affordability pressure or something that sticks?

Centuria's frozen redemptions reveal how concentrated bets on residential builders can strand investor capital when projects stall.

Landlords are hesitating to push rents higher, but is it genuine income constraint or a tactical retreat before the next test?

Outer-ring suburbs across Victoria and NSW now lead the nation in loan defaults, with property values falling below purchase price and selling no longer an option.

A Sydney developer owing $3.5 billion collapsed this week with tens of thousands of homes mid-construction. Now 170 lenders face a $20 million call.

A billion-dollar takeover hands one developer the land to build thousands of homes for aging Boomers, just as buyer inquiries cool.