BUSINESS RESEARCH AND insights

Caution but not panic is the mantra among top Australian property investors as they adjust to a new phase of the market cycle.

China’s trade relationship with the European Union.

Treasury yields drifted lower in the US today.

Last week’s data revealed the slightest improvement in annual wages growth and a welcome further decline in the unemployment rate to a six-year low.

Speculation the US and China will strike a deal on trade around November has given markets some reason for optimism.

Global growth appears to have remained above average through the first half of 2018, but with our leading indicator pointing to a moderation in coming quarters, we think that this will represent the peak for this cycle.

Markets turned on their head a little today, as the possibility emerges of trade talks between the US and China before the end of the month.

Growth remains above trend, but risks a concern.

Last month we saw our national index move through the tenth straight month of falling home values.