Research Briefing
Hungary’s election is set to reshape the political landscape, with the opposition expected to win most seats. While this could...
Macroeconomics
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Research Briefing
We've raised our terminal rate assumption for the Bank of Japan to 1.5% from 1% in February. This reflects changes...
Research Briefing
After years of volatility, commodity markets face renewed macroeconomic headwinds as slowing global growth and trade disruptions hit demand. Could...
Blog
It was fantastic to welcome our esteemed clients and guests to our economic forecasting conference in Sydney, Melbourne and online.
The solid rise in the trade balance in November was largely driven by stronger export values.
The rise in the unemployment rate in December does little to change the fact that the labour market is incredibly tight.
Senior Editor Teri Robinson spoke with Chief US Economist Ryan Sweet about the what the second Trump administration will mean...
CPI inflation was weak once again in Q4, with the headline measure increasing by just 0.2% q/q. Inflation has now...
Research Briefing
The aggregate economic impact of the recently finalised EU-Mercosur trade pact will be modest if it gets final approval.
October was another solid month for retail sales, with turnover increasing 0.6% m/m. Sales growth was driven by household goods in October,...
There were no surprises from the RBA at the November meeting, with the board keeping rates on hold at 4.35%.
Research Briefing
Vacancy in the Melbourne CBD continued to track higher during H1 2024, increasing to 18.0%, reflecting the persistent contraction in...
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...
It was fantastic to welcome our esteemed clients and guests to our economic forecasting conference in Sydney, Melbourne and online.
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
Contingency planning for possible disruptions caused by rising geopolitical tensions is becoming an increasingly important factor in business strategy planning....
Research Briefing
The conversion of underutilised low-grade office stock to residential dwellings is pushed as a carbon effective path to boosted housing...
