australian economy

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...

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...