Research Briefing
Office property continues to be challenged globally by structural changes to occupier demand. This has impacted vacancy rates and rents and trigged large falls...
Research Briefing
Office property continues to be challenged globally by structural changes to occupier demand. This has impacted vacancy rates and rents and trigged large falls...
Research Briefing
The Federal government has changed tack on fiscal policy, signalling it will run a much easier stance of policy from...
Research Briefing
The Australian labour market has outperformed expectations over the past two years. From a very tight starting point, employment has...
Research Briefing
We've kept our GDP growth forecasts unchanged at 1.1% for 2024 and 2.0% for 2025. We've seen some signs the...
Research Briefing
The government funded transportation infrastructure boom continues to support growth in engineering construction activity. Annual growth slowed to 6.4% over...
The wage price index increased by 0.8% q/q in Q3. Quarterly WPI growth has been steady at the same pace...
Research Briefing
The results of the US election have prompted us to adopt our 'limited Trump' scenario as our baseline view for now. Broadly...
There were no surprises from the RBA at the November meeting, with the board keeping rates on hold at 4.35%.
Research Briefing
Australia’s major metropolitan office markets are at the tail end of a major phase of supply that started in FY20 and will run...
Research Briefing
Fertility rates have been declining globally over the past few decades, and Australia has followed suit. After a small 'baby bump' during...
The labour market continued its very strong run in September, with employment shooting up by 64,100. The unemployment rate held steady at...
Research Briefing
Through a period of higher but stable interest rates and cost of living pressures, the combined capital city (CCC) median...
Research Briefing
Vacancy in the Melbourne CBD continued to track higher during H1 2024, increasing to 18.0%, reflecting the persistent contraction in...
Amid a relatively weak building sector (particularly for residential buildings), engineering construction continues to provide growth support for the broader...
Research Briefing
While recent data has come in close to guidance, with net overseas migration (NOM) estimated to total 485,000 for FY2024, the near-term outlook for overseas migration has softened.
Research Briefing
Australia's GDP growth was broadly in line with our expectations in Q2 at a meagre 0.2% q/q. The economy is...
Research Briefing
Stress among home loan borrowers has risen due to higher interest rates, broad cost-of-living pressures, and the gradual slackening of...
Blog
The Australian engineering construction industry is characterised by booms and busts of activity, not only by subsector and state but...
Research Briefing
Stress among home loan borrowers has risen due to higher interest rates, broad cost-of-living pressures, and the gradual slackening of...
Following hawkish comments from the Reserve Bank of Australia and a rise in monthly CPI indicator readings in the last...