australian economy

What a difference two days can make. When markets closed on Friday night, RBA Cash Rate futures were pricing in an 11% probability of a reduction in interest rates. By...

Potential pandemic, shutdowns of major cities and supply chains in China, flight bans from one of the world's largest sources of tourists, crashing oil demand. It...

Did the Australian economy present any surprises over 2019?Growth turned out to be weaker than expected as downside risks materialised. Offshore, the trade and...

Every quarter I like to look at the changes in Australian GDP and which categories are responsible for the growth / decline. Each bubble represents a category of GDP...

There is an investing narrative that suggests with three interest rate cuts in the past few months, companies are about to unleash a capex spending spree. I’m...

Hi all, something a bit different today with our weekly investment-centric webinar (also presented in podcast format) for those of you who haven't seen it Episode...

I’ve written a few times recently about the imbalances in the Australian economy and how messed up the Australian housing cycle is. It looks as if the Australian...

First, I need to set the scene. I wrote recently about how messed up the Australian economic cycle is, noting that housing booms come in several different flavours....

I've been having a second look at the private capital expenditure (capex) forecasts for Australia released last week. Capex is a key driver of economic cycles in...

When the opportunity recently came up to sit down with Charlie Jamieson from Jamieson Coote Bonds for a one on one interview, I jumped at it. He always has a strong...

For more than a year now, fears of a housing-led recession have been building in Australia. First, auction clearances fell in a hole, then house price declines,...

Week in Review The escalation in US-China trade tensions continued to dominate global market sentiment last week, with bond yields dropping lower and equities prices...

For my regular readers, this month’s note is a little different. Briefer with one myopic focus. This month I am going to focus on Australia, and specifically the...

While China's recent injections of liquidity into the system have got the economy going and recent purchasing managers' prints have also provided support to the...

On 18 May, Australian citizens over the age of 18 will be required to vote to elect members of the 46th Parliament of Australia. As always, there is a chance of a...

It’s a rare opportunity to get to sit down with an economist of the calibre of Tim Toohey from Ellerston Capital. He was formerly the Managing Director, Chief...

The Australian dollar has emerged a little stronger after a very busy week. Most of the headlines were positive, with the one real negative coming from the RBA. While...

The Australian economy is undoubtedly slowing, which was evident given the number of earnings downgrades and soft results witnessed in the most recent earnings season....

While it is easy for investors to conclude that Australia’s run of economic growth is coming to an end with a housing slowdown, a closer balanced analysis of the...

There is no doubt the Australian economy was weaker in late 2018 than it was during the first half of the year. It seems to have kicked off 2019 on a similarly weak...