australia inflation

A fragile ceasefire hides rising inflation, weaker growth and lasting geopolitical shifts set to reshape markets and returns.

Ryan Bass discusses Dexus WS Property Fund, GPT WS Shopping Centres, macro/micro drivers & why institutional property is being re-rated.

Investors are still driving the housing market, but government financial assistance has driven a surge in demand from first-time buyers.

Australia’s inflation rebound looks partly temporary, but strong demand and elevated government spending are testing the economy’s limits.

MYEFO delivered a modest deficit upgrade, but long-term spending pressures continue to cloud Australia’s fiscal outlook.

A surge in inflation in Q3 points to rates on hold for the rest of thus year and a much reduced chance of a cut next year

The RBA cut rates, but was cautious in signalling more cuts given underlying inflation is no longer forecast to hit the 2½% target.

Annualised core US inflation rose to 3.8% in January up from a 1.7% trough in July, although some economists point to US PCE still falling.

CommSec’s Ryan Felsman discusses market rotations, key risks, and what lies ahead for 2025.

Updated RBA estimates of spare capacity suggest that demand still exceeds supply, both in terms of activity and the labour market.