Australian Property Podcast One rate hike priced for 2026
12 snips
Dec 13, 2025 A potential rate hike looms for 2026, prompting discussions on market psychology and economic challenges. Population growth re-accelerates, intensifying housing demand and rental pressures. The surge in first-home buyer applications has overwhelmed banks, complicating market dynamics. Meanwhile, the booming data centre industry reveals significant spending and energy implications. As seasonal auction patterns evolve, experts analyze the impact of construction constraints connected to upcoming Olympic infrastructure.
AI Snips
Chapters
Transcript
Episode notes
Interest Rate Expectations Are Wildly Uncertain
- Interest rate expectations have swung dramatically and remain highly uncertain going into 2026.
- That uncertainty affects sellers more than buyers and may suppress upgrade listings early next year.
Market Pricing Shifted Toward A 2026 Hike
- Recent data and policy moves have shifted market pricing toward one hike in 2026 rather than cuts.
- The GDP, household spending and jobs prints create competing forces for the RBA's path.
Population Re-Acceleration Tightens Housing Demand
- Population growth re-accelerated through 2025 and international student caps reopening will add further demand.
- That stronger population trend intensifies rental and housing demand pressures nationally.