australian economy

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.

China's reopening will likely have a profound impact on Australian tourism and education. But where are all the Chinese tourists?

What is the outlook for the economy and earnings in this environment of high inflation, rising rates, an energy shock and slowing growth?

Economic and financial commentary has been particularly gloomy of late, with talk of a “dire”, “grim”, “bleak”, “perilous” and “confronting” outlook. The problems...

Following the re-opening of Australia’s border earlier this year, net migration has surged and the population is again growing strongly, almost back at pre-pandemic...

With stocks on the rocks, everyone I bump into understandably wants to know if it’s a good time to buy equities – the lure of buying at the bottom is just too great...

We’re all very attuned to how one virus can cause economic and social chaos. But it’s not just new coronavirus variants we should be worrying about. One virus, which...

Roll up, roll up, we have yet another labour force surprise. But it's not the surprise we are used to. The good news? For the first time since 1974, unemployment is...

It's finally happened. For the first time since the Global Financial Crisis, we have a year-on-year inflation print in Australia of over five percent.  Yes - you...

The Australian share market has had a stellar March, returning in excess of 5%. Calendar year to date, the S&P/ASX 200 Accumulation Index is one of the only developed...

Wages growth is responding to a tighter labour market, with sub-4% unemployment likely to pressure the RBA as it contemplates raising rates later this year. At the...

The human cost of Russia's invasion of Ukraine is quickly building, with a humanitarian crisis also unfolding as many are forced to flee their country. But what is the...

The demand for labour is strong, as reflected in job vacancies reaching their highest share of the workforce in half a century. The supply of labour has picked up,...

Kieran Davies from Coolabah Capital shares research showing that unlike in the US, there's no sign of the "great resignation" in Australia. Davies says this raises...

As we attempt to settle into the new 'normal' post lockdown, there is a light at the end of the tunnel with Australian stocks powering ahead. That said, our analysts...

Government subsidies have limited the effect of sharply higher construction costs on inflation, but new home prices will soon bounce back as the subsidies fade,...

There are tailwinds supporting equal weight investing as we sail into 2022, including the reopening of the economy. As the Australian economy emerges from the 2021...

APRA is releasing an information paper on its framework for implementing macroprudential policy over the next couple of months, suggesting macroprudential measures to...

After a sharp rebound during H1 2021, Australia’s near-term economic outlook has worsened significantly. The COVID-19 Delta outbreak has extended across the eastern...

The Australian economy has weathered the COVID-19 storm spectacularly well. Households are spending, disposable incomes are up, a record 63% of the population is...