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We simplify complex industry, market, and economic themes to highlight what truly matters.
November 2025 Market Updates
November 2025 has presented a stark divide for Australian investors, with significant volatility shaking the share market while the property sector continues its relentless climb. As the ASX 200 suffered a drop of nearly 5% due to banking sector weakness and global uncertainty, residential values surged on the back of supply shortages and the government’s expanded 5% Deposit Scheme. Underpinning these movements, the RBA kept the cash rate on hold at 3.60%, dashing hopes for a pre-Christmas cut as persistent inflation delays any easing of monetary policy until 2026.
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