australian economy

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...

Following the latest move by the US Federal Reserve (Fed) to lift the Fed funds rate to between 2% and 2.25%, the spread between the US and Australian cash rates has...

With so much discussion about the maturity of the current bull market, it would be easy to assume that corporate balance sheets have fallen into the same state of...

For the last few years the Australian economy has been meandering between 2-3% growth. This remained the case through last year with December quarter GDP up just 0.4%,...

Structurally, Australia’s growth model has been deteriorating for most of the past two decades and is now arguably one of the poorer examples in the developed world....

In January, market commentary was almost universally bullish. Ray Dalio, the billionaire US Hedge Fund Manager told the audience at the World Economic Forum in Davos...

In the first podcast for 2018, Shane Oliver, Head of Investment Strategy and Chief Economist at AMP Capital sits down with Livewire Editor, Patrick Poke. The topic at...

Last week the Australian Bureau of Statistics (ABS) released the GDP data for the September quarter. The headline result saw an economy that grew at 0.6% for the...

The political environment is arguably more important now for investors than it has been for many years. Trump’s presidential victory in the US, the rise of ‘populism’...

There’s no question Australia’s economy has enjoyed a stellar run. The trouble is, it’s largely been a consumer-based, credit-fuelled growth story. And the Bank of...