Economy
Inflation bounces back
October CPI numbers likely to see hopes of interest rate relief dashed as rising inflation will pressure the Reserve Bank to put the brakes on the economy. In October 2025, inflation — measured by the […]
Economy
Analysis
Innovation and integration can revive global growth
Policymakers are grappling with how to boost growth and expand opportunities. Early in the last decade, the question was whether flagging growth was the result of years of technological stagnation. It was a different era, […]
Analysis
Seven key charts for investors to keep an eye on
Seven key charts worth watching are: Trump’s tariffs; business conditions PMIs; long term inflation expectations; inflation; profit growth; the gap between earnings yields and bond yields; and the $US. For now, they are mixed. Dr […]
Economy
Weekly investment markets
Shares were mixed over the past week. Despite the Trump administration talking up trade deals US shares fell slightly, but Eurozone shares rose slightly, and Japanese and Chinese shares saw strong gains. Given the mixed […]
Economy
Australia’s falling living standards
Falling real wages and a surge in tax and interest payments have led to a slump in Australian living standards; but a broader driver of the malaise in living standards has been a slump in […]
Economy
Job market drives ahead
36,000 Australian jobs created in November, well above the 25,000 being predicted by economists who are now saying don’t hold out for an interest rate cut any time soon An unexpected surge has seen Australia’s […]
Economy
No great sentiment
Monthly NAB survey shows Australian business sentiment largely declined in November, after a short-lived October spike. According to a national survey, Australian business conditions ticked down to 2 (which is slightly above the neutral level […]
Economy
Where is the economy heading?
Another year of Goldilocks in 2024, AMP Capital’s Shane Oliver looks at what’s ahead for 2025 2024 was like a rerun of 2023 with lots of angst but it turned out okay. Key big picture […]
Economy
No rate cuts before Christmas
The hopes for a December rate cut were slim leading into today’s meeting, with financial markets giving just a 6% chance of a rate cut in December The RBA (Reserve Bank of Australia) keeping interest […]
Economy
Weak GDP might signal a rate cut
Economists think a 2025 interest rate cut has become even more likely following a GDP rise of just 0.3 per cent in the September quarter that was held up by greater government spending Australian gross […]
Economy
Solid economic data drives shares
Global share markets mostly rose over the last week. US shares rose 0.9% on the back of solid economic data and a mixed but okay start to earnings reporting season. Eurozone shares rose 0.2% with the […]
Economy
Asia’s economies should pivot to services
Manufacturing has been the engine of growth in Asia, but a transition to modern, tradable services could be new source of growth and productivity The Asia-Pacific region prospered by becoming the source of more than […]
Economy
Economy Trumped
For only the second time since 1892 a U.S. president has won a second, non-consecutive term. AMP’s Shane Oliver looks at what Donald Trump’s second presidency means for the world economy. Contrary to what would […]
Economy
Inflationary pressures ease
Economists say the next move by Australia’s Reserve Bank should be to cut the cash rate At the very least, the decision to hold interest rates at 4.35% should provide a further boost to household […]
Economy
Mixed data ahead of RBA meeting
Retail spending per capita still going backwards, housing approvals supported by detached houses and not units (AMP Capital) The long-awaited Australia’s retail spending data today came out in line to slightly below economists’ estimates of […]