australian economy

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...

When considering how well Australia has managed its response to the coronavirus pandemic relative to other countries, Oscar Oberg and Tobias Yao find it difficult to...

Morgan Stanley has just released its mid-year global update. This is an opportunity for our global team of more than 750 analysts, strategists and economists in 21...

As world economies start to bounce back after their COVID-19 lockdowns, inflation is back on the agenda. US Federal Reserve Chairman, Jerome Powell, thinks the current...

The stock market tends to be driven by narrative. For much of last year, the narrative was that bad news was good news. Bad economic news meant bond yields fell and...

After a year in which Britain almost succumbed to a different sort of wide-ranging existential threat to survival, the words uttered by Winston Churchill in 1940...

US equities are extremely expensive according to long-term valuation measures such as the cyclically-adjusted PE (CAPE) ratio. The CAPE ratio for the S&P500 is...

The Commonwealth budget continues to improve amidst the largest sell-off in the government bond market since 1994 as Coolabah Capital Investments (CCI) has repeatedly...