Pete Wargent and Chris Bates break down the latest fuel shock, rising inflation risk and shifting rate expectations, and what it means for the Australian property market.
They connect the macro pressure to what is happening on the ground — tighter listings, rising build costs, weaker sentiment and the early signs of a split market — and outline how buyers, sellers and investors can navigate what could be a difficult stretch into late 2026.
Together they discuss
– Fuel shock intensifying: shortages emerging and diesel pushing above $3 per litre
– Fuel excise cut unlikely to offset rising costs as supply remains constrained
– Markets now pricing rates toward 4.6% – 4.85%, with further hikes expected before easing
– Build feasibility deteriorating
– Consumer confidence collapsing
– Two-speed market forming: entry-level demand holding, premium segments weakening
– Housing shortfall widening
– Listener Q&A: portfolio strategy and capital allocation in uncertain conditions
Resources for this episode
- Pete’s Buyers Agency
- Alcove mortgage broking
- Amy Lunardi Buyers Agency (Melbourne)
