australian consumer

Consumer confidence is down, but that might not stop these five consumer discretionary names.

Spending is holding up, but confidence is falling and the mix is shifting away from discretionary stocks.

Fidelity International's Casey McLean certainly thinks so. Hear why in this episode of The Pitch.

The Australian consumer has never been more bifurcated, making stock picking a huge challenge. Luckily, we can help you out.

The next episode of Signal or Noise is about all things consumer!

The consumer looks in better shape than the RBA had feared, with spending revised up as households tap still-substantial excess savings.

Households have started to tap the record excess savings buffers built up during COVID, offsetting the impact of falling real income.

Spending was held down by direct government cost-of-living subsidies in Q3, while unit labour costs continue to grow strongly.

It's half-time in the August full-year reporting season, what are the major themes?

The largely resilient Australian consumer is starting to slowdown. Here's what Macquarie is seeing and the stocks it favours going forward.