Research Briefing
As expected, the RBA kept rates on hold in August. The cash rate has now been unchanged at 4.35% since...
Research Briefing
As expected, the RBA kept rates on hold in August. The cash rate has now been unchanged at 4.35% since...
Research Briefing
Employment growth has outstripped economic activity over the past 18 months to an unsustainable extent. Accordingly, the Australian economy has...
Research Briefing
Market conditions for the retirement living sector in Australia are robust, with occupancy rates having surged to 95% in 2023...
Research Briefing
Higher interest rates have pushed up the risk premium required from prime commercial property. Yields have softened as interest rates...
Research Briefing
Following a strong FY2023, the past year has proven more difficult for the build-to-rent (BTR) sector. Unit commencements fell 19%...
Research Briefing
The national total number of owner-occupier loans for dwellings (excluding refinancing) fell 2% in May to 26,880 loans in seasonally...
Research Briefing
Following hawkish comments from the Reserve Bank of Australia and a rise in CPI inflation readings in the last two...
Research Briefing
The conversion of underutilised low-grade office stock to residential dwellings is pushed as a carbon effective path to boosted housing...
Research Briefing
The approvals lead for non-residential building continues to soften, with March quarter 2024 maintaining the recent downward trend in project...
Research Briefing
The most predictive near-term leads suggest net overseas migration (NOM) to Australia will hold near a record level for FY2024. We have conservatively revised upwards our expectation for NOM to 485,000 (+90,000).
Research Briefing
The 2024/25 Federal Budget delivered little to shift the outlook for building construction, although there was modest movement connected to...
Research Briefing
The 2024-25 federal budget affirmed the forecast changes we made in the April 2024 edition of our Engineering Construction in...
Research Briefing
The Budget is more stimulatory than we had anticipated and presents some upside risk to an otherwise modest growth outlook...
Research Briefing
There has been a meaningful normalisation in Australia's trading relationship with China over the past 12 months. The removal of...
Research Briefing
Following a long period of stagnation, machinery & equipment investment has experienced strong growth since the start of 2021 (Chart...
Research Briefing
Housing affordability is an active topic in the media and is increasingly part of political discord. Key metrics are running...
Research Briefing
The unemployment rate spiked to 4.1% in January, suggesting the nascent deterioration in the labour market was gathering momentum. However,...
Research Briefing
The sustainability of a building is best measured through its carbon footprint. This has two main aspects – the embodied...
Research Briefing
The Albanese government announced a significant restructure of the personal income tax schedule. The stage three tax cuts legislated in...
Consulting Report
This report provides the results of our economic modelling of TikTok’s economic contribution to the Australian economy, as well as...