australian economy

How politics are impacting markets

David Sokulsky
David Sokulsky Crestone Wealth Management

The political environment is arguably more important now for investors than it has been for many years. Trump’s presidential victory in the US, the rise of ‘populism’ in Europe, and potentially more regulation for domestic energy, healthcare and banking sectors all have the potential to impact markets. Show More

The BIS says we’ll soon have to pay for our private debt binge

Andrew Macken
Andrew Macken Montgomery Global Investment Management

There’s no question Australia’s economy has enjoyed a stellar run. The trouble is, it’s largely been a consumer-based, credit-fuelled growth story. And the Bank of International Settlements (BIS) reckons it could soon come to a shuddering halt. Show More

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CommSec State of the States Oct 2017: How are Australia’s states and territories performing?

CommSec Online Stockbroker

NSW has retained the position as the best performing economy, at or near the top of all indicators. Victoria holds second spot on the economic performance rankings with strength provided by high population growth, boosting housing demand. The ACT retains third spot on the performance rankings but there has been... Show More

australian economy CommSec State of the States

Catch 22 for RBA

Cameron Rae
Cameron Rae Laminar Capital & Easterly Asset Management

Australian households are on average better off than they have ever been mostly because of the large increases in household wealth over recent years and a low unemployment rate closing in on what might be considered the “full-employment” unemployment rate. Yet in this age of comparative plenty the household sector... Show More

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Australia: The land of the rolling Boom

Guy Carson
Guy Carson TAMIM Asset Management

Australia has just celebrated 26 years without a recession and the Government as well as the Reserve Bank of Australia (RBA) are cheering the ongoing growth. In fact, the common consensus amongst these authorities is that growth is set to rebound from its current 1.9% year on year rate and... Show More

Australian rates heading to zero

Livewire Exclusive

As global rates start to rise, Australia may follow in the short-term, but structural issues will prevent the RBA from hiking rates far, explains Chris Watling, CEO of Longview Economics. Any rate-hikes from the RBA will be short-lived, he says, and those structural issues will force Australian rates to zero. Show More

CEO Insights from Ian Narev, John Borghetti and Nick Scali

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

“It’s in their [The Telco’s] interest to just flick people to the low speed plans as the lower access charge makes a higher margin for them” Nicholas Demos, CEO, MyRepublic. Below are quotes from the week which in our view detail some of the most important and prominent industry trends... Show More

Five charts to keep an eye on

Nikko Asset Management Australia

As commodity prices have risen, the Australian economy is set to benefit from these continuing gains. Australia’s improving terms of trade has led to a big increase in nominal GDP, which is now growing at 6.1% year-on-year. As commodity prices have moved higher in the first half of 2017, this... Show More

What's driving the Aussie Dollar?

Chris Watling
Chris Watling Longview Economics

Historically the Aussie Dollar has been regarded as a play on both commodities (specifically iron ore) and its higher interest rates relative to the rest of the world. In the past 12 months, though, the correlations of the currency with those two key factors has broken down. As iron ore... Show More

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Could GDP surprise to the downside once again?

Patrick Poke
Patrick Poke Livewire Markets

GDP surprised to the downside in the September quarter; despite consensus expectations of 0.3% quarter-on-quarter (QoQ) growth, the actual result was -0.5%. According to FactSet, economists are more bullish this quarter, with consensus estimates sitting at 0.8%. But a recent slew of poor data could be calling this into question. Show More

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Leashing the Red Dragon: Chinese Investment in Australian Real Estate

Costa Argyrou
Costa Argyrou Trident Real Estate Captial

China has experienced an exceptional GDP growth rate of 12.9% per annum over the past 20 years. Yet over the next 12 to 18 months, Chinese investors will struggle to come up with the funds to meet their obligations arising from off-the-plan apartment purchases. Chinese nationals are facing a double... Show More

10 predictions for equities in 2017

Chris Stott
Chris Stott Wilson Asset Management

After a tumultuous 2016, the share market has had a solid start to the new year prolonging the so-called ‘Trump Rally’ which has seen Australian equities rally more than 10.0% from their intraday lows on 9 November when Trump was elected. With the year now underway and reporting season around... Show More

The Year Ahead - Australia in 2017: Risks & Issues Part 1

CommSec Online Stockbroker

CBA Chief Economist Michael Blythe takes a look at the risks & issues likely to impact the Australian economy in 2017 View parts 2-5 at Show More

australian economy Michael Blythe The Year Ahead

Economic Insights - Economy contracts for first time in 5.5 years

CommSec Online Stockbroker

The Australian economy shrunk by 0.5% in the September quarter - the first contraction in 5½ years. Annual economic growth slowed from 3.1% to 1.8% For more Economic Insights Show More

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ABS housing data points to pain ahead

Patrick Poke
Patrick Poke Livewire Markets

The oft-discussed apartment oversupply appears to be coming to a head. Two important pieces of forward-looking ABS data have been released this week and the results are not encouraging. Yesterday’s building approvals saw a massive 24.8% fall in approvals for units month-on-month – though the seasonally adjusted figures can be... Show More

2016: A Most Reasonable Year for the Economy

Stephen Koukoulas
Stephen Koukoulas Market Economics Pty Ltd

The Australian economy is in reasonable shape as 2016 draws to a close. Real GDP growth is around three per cent, inflation is 1.5 percent while the unemployment rate is hovering near 5.75 percent. To be sure, it would be desirable if growth was a little stronger and unemployment lower,... Show More

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A few worrying facts on employment

Stephen Koukoulas
Stephen Koukoulas Market Economics Pty Ltd

The recent labour market data threw up a few disconcerting facts about the economy. Since the July 2016 election, employment has fallen by 25,650 people despite growth of over 70,000 in the working age population. The Coalition government plan for 1 million jobs in 5 years is in tatters. Since... Show More

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Is the Aussie economy back on track for growth?

Stephen Koukoulas
Stephen Koukoulas Market Economics Pty Ltd

The interest rate cutting cycle appears to be over. This is not because inflation is accelerating – on the contrary, inflation remains low and looks like staying low for some time. Rather, interest rates are on hold is because the RBA is looking at a range of indicators that are... Show More

australian economy Australian Interest Rates

Could resources get the economy pumping?

Stephen Koukoulas
Stephen Koukoulas Market Economics Pty Ltd

The commodity price cycle is turning into a major upside risk to the Australian economy into 2017. Since the low point at the start of 2016, in US dollar terms, the iron ore price has risen 60 per cent, coking coal is up over 100 percent, thermal coal up 45... Show More

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Australian housing: Unit supply is surging

AMP Capital
AMP Capital Fund Manager

Expensive housing and high household debt leave Australian housing vulnerable. But without a recession or much higher interest rates a property crash is unlikely. However, the surging supply of apartments and the continuing strength of the Sydney and Melbourne property markets pose an increasing risk. Average dwelling prices in these... Show More

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