The U.S. property market is flashing the kind of late‑cycle warnings you can’t afford to ignore. Prices are hitting record highs even as transactions plunge to decade‑low levels. Building activity is rolling over, homebuilder stocks are sinking, and the most reliable recession indicator in history - the yield curve - has been inverted for more than two years....

Key timing for the land cycle recession, and the investment opportunities from the global giga-construction boom

The Australian index that charts the Land Cycle and gives warning 12-18 months in advance of economic recessions

The Land Cycle recession will occur in 2026/27 - but what is the chaos that awaits.. ?

There’s a lot of fear at the moment regarding rate rises and their ongoing effect on the economy. No one expected the latest 0.25% increase in the cash rate — it caught markets by surprise. There’s now clear indication that the RBA may have tightened too much, and as a consequence, the Australian 2–10-year yield curve has *just* inverted. Source: AMP Capital An inverted yield curve might sound like some complex financial jargon, but it’s pretty straightforward once you break

News of the US Silicon Valley Bank (SVB) collapse has flooded the media headlines over the past week, and unsurprisingly, many are wondering how it fits in with the real estate cycle. First the backdrop. For those not aware, SVB was a leading provider of financial services to technology and innovation start up industries. The bank is headquartered in Santa Clara, California, but operates in the United States, Europe, and Asia. SVB worked with many well-known companies and inv