australian economy

The Australian equity market at one stage fell nearly 35% from its all-time high in just over a month amid the COVID-19 crisis. The challenge for investors is working...

Can the Aussie economy take it anymore? We’ve had the triple threat of drought, bushfires and now COVID 19.The RBA has just put in place another 25bps cut as we speak...

The most recent Crestone Investment Forum was held on 26 February, yet much has transpired globally and in Australia since that time. Most pressingly,...

Coronavirus shocks have resulted in a major blow to Australia by slowing economic activity with its major trading partner, China. We look at the 3 sectors hit hardest...

The Q4 National accounts are hot off the presses, showing 0.5% of economic growth in Q4 2019, higher than analyst predictions. However, if you look below the surface,...

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...