australian economics

A slowing economy, policy missteps and a property downturn shape a cautious FY27 outlook, but selective opportunities remain.

Two of Australia's leading investment minds explain where inflation, AI and policy are taking markets, and how portfolios should adapt.

Markets have weathered war, inflation and political uncertainty. The next year should deliver gains - but expect volatility along the way.

The economy is slowing. Here we explore why rate cuts may be back on the agenda sooner than markets expect.

The housing crisis is going to get worse before it gets better, with budget measures delivered at the worst possible time.

From inflation and interest rates to gold, housing and the Aussie dollar, 2025 twisted long-held market relationships. Will they snap back?

US economic outperformance reflects superior labour productivity, while Australia continues to be powered by strong population growth.

The public sector has accounted for all the growth in GDP over the past year and made the largest contribution to strong jobs growth.

Despite looking at virtually the same sets of figures, economists often have different opinions about the outlook.

The first ever Signal or Noise Economists' Roundtable parses through the key policy issues affecting today's investing environment.