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Market Wraps
australian economy
Latest news and analysis on australian economy
Macro
April 14, 2026 08:49
AI usage has accelerated, but remains relatively low in most countries
AI usage, judged using the Indeed Hiring Labs measure of job ads, has accelerated, but the take-up among companies is narrowly based.
Kieran Davies
Coolabah Capital
April 14, 2026 08:49
Macro
March 10, 2026 15:10
Energy prices and the risk of stagflation
A sustained energy price shock would run the risk of high inflation and recession.
Kieran Davies
Coolabah Capital
March 10, 2026 15:10
Macro
March 05, 2026 10:51
The RBA as an outlier among central banks
The RBA is underachieving on inflation and overachieving on employment, with monetary policy that is hardly restrictive.
Kieran Davies
Coolabah Capital
March 05, 2026 10:51
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Macro
March 03, 2026 12:38
Narrowly favouring a March RBA rate hike
We narrowly favour a rate hike in March .with scenario work suggesting the cash rate could reach 4¼-4¾% on persistent inflation.
Kieran Davies
Coolabah Capital
March 03, 2026 12:38
Macro
March 03, 2026 06:00
Capex: AI boom evident
Australia's capex data shows a growing AI-driven investment surge, revealing the scale of the data centre boom and its economic impact.
Damien Klassen
Nucleus Wealth
March 03, 2026 06:00
Macro
February 12, 2026 09:02
Government handouts boost the demand for housing
Investors are still driving the housing market, but government financial assistance has driven a surge in demand from first-time buyers.
Kieran Davies
Coolabah Capital
February 12, 2026 09:02
Investment Theme
February 09, 2026 06:00
Schroders' Sebastian Mullins on the "insane" gold rally, USD debasement and Australia's E-shaped economy
There's no rest for the wicked in markets these days, especially not multi-asset managers.
Tom Stelzer
Livewire Markets
February 09, 2026 06:00
Macro
January 28, 2026 14:52
On track for a Feb RBA rate hike and a likely follow-up in May
Strong inflation continues to run above the RBA's forecast profile.
Kieran Davies
Coolabah Capital
January 28, 2026 14:52
Macro
December 17, 2025 16:12
Deficits and high spending still locked in
MYEFO delivered a modest deficit upgrade, but long-term spending pressures continue to cloud Australia’s fiscal outlook.
Shane Oliver
AMP
December 17, 2025 16:12
Livewire Christmas
December 16, 2025 06:00
An economist's take on the key macro signals to watch in 2026
AMP economist My Bui offers her thoughts on the outlook for the broader economy and the things to keep an eye on next year.
Tom Stelzer
Livewire Markets
December 16, 2025 06:00
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4 bids, 1 stock: Australia's national malaise illustrated in this small-cap
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QVG Capital
Reporting Season
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Anna Dadic,
Livewire Markets
Property
A near-perfect storm is hitting housing - and prices could fall 10%
Shane Oliver,
AMP
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Vishal Teckchandani,
Livewire Markets
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