economy

Chart Of The Week: Stay or Go? US Wage Growth is on the Rise...

Callum Thomas

This week it's wage inflation, but with a particular twist. Utilizing the great indicators from the innovative economics team at the Atlanta Fed, I have built a new indicator which I call the "Stay or Go Indicator". It is the difference between the annual wage growth figures for 'Job Switchers'... Show More

economy fed inflation monetary policy wage growth wage inflation

Investor Signposts: Week Beginning January 7 2018

CommSec

CommSec Senior Economist Ryan Felsman takes a look at the economic events scheduled for the week ahead, including retail sales, job ads and building approvals. Show More

CommSec Year in Review; Year Ahead Report

CommSec

The International Monetary Fund tips global economic growth to lift from 3.6 per cent in 2017 to 3.7 per cent in 2018. The key issue is whether the low growth rates of prices and wages will continue, thus prompting central banks to remain on the monetary policy sidelines. Show More

Economy growing at fastest pace in 15 months

CommSec

The Australian economy grew by 0.6% in the September quarter, missing consensus forecasts for growth of 0.7%. Annual economic growth came in at 2.8% - the fastest pace since June 2016. Show More

economy economic growth gdp Ryan Felsman Record expansion

Investor Signposts: Bevy of indicators set for release

CommSec

CommSec Chief Economist Craig James takes a look at the economic events scheduled for the week ahead, including job ads, the NAB Business Survey, housing finance and US and China inflation data. Show More

economy craig james Investor Signposts

CommSec Financial Year Wrap

CommSec

EOFY Series: The Australian sharemarket Show More

CommSec Financial Year Wrap

CommSec

Overall, the year was remarkable for being unremarkable. At least as far as the economy and financial markets performed. The year started with the fall-out from Brexit. There was a domestic election and the US Presidential election. In 2017 there has been a raft of elections in Europe. And there... Show More

Investor Signposts - Speeches by RBA officials the focus

CommSec

CommSec Senior Economist Savanth Sebastian takes a look at the economic events scheduled for the week ahead, including construction work done, and the detailed job market data. Show More

economy rba Savanth Sebastian Investor Signposts construction work don

Investor Signposts - Thursday’s employment data the highlight

CommSec

CommSec Senior Economist Savanth Sebastian takes a look at the economic events scheduled for the week ahead, including employment, housing finance and wages data. Show More

employment economy Savanth Sebastian Investor Signposts Jobs data

Federal Budget 2017: 'Making the right choices'

CommSec

CommSec Chief Economist takes a look at the key features of the Federal Budget, including its impact on the Australian economy. Show More

economy federal budget craig james

Investor Signposts - Federal Budget the focus

CommSec

CommSec Senior Economist Savanth Sebastian takes a look at the economic events scheduled for the week ahead, including retail sales, job ads and the Federal Budget: Show More

I have confidence in...

Callum Thomas

Just wanted to quickly share this chart - it shows consumer sentiment across developed and emerging economies (GDP weighted) using the Reuters/Ipsos Consumer Sentiment Indexes. The chart (from my latest report) shows a clear trend towards new highs in consumer confidence for developed economies, and while emerging markets stumbled in... Show More

Investor Signposts - RBA Board Minutes & deputy Gov. speech in focus

CommSec

There are no ‘top shelf’ indicators due for release in Australia in the coming week; In Australia, the week kicks off on Monday with the release of the Business Sales index (BSI) from Commonwealth Bank. Unlike the retail trade figures from the Australian Bureau of Statistics (ABS), the BSI is... Show More

The Year Ahead: Outlook for the Australian Economy

CommSec

CommSec Senior Economist Savanth Sebastian takes a look at the outlook for economic growth, employment and interest rates for the year ahead For more forecasts for 2017, including oil and iron ore prices, visit https://www.commsec.com.au/market-news/year-ahead.html Show More

economy year ahead Savanth Sebastian Year in Review 2017 outlook

Weekly Macro Themes - 2016 End of Year Special Edition

Callum Thomas

As a holiday treat we're making the 2016 End of Year Special Edition of the Weekly Macro Themes available for free: http://www.topdowncharts.com/2016-special-edition This edition looks at some of my favorite charts and themes of the year from the weekly report, including the charts that worked (and those that didn't... Show More

CBA Business Sales Indicator - Spending lifts to a 7.5 year high

CommSec

The Commonwealth Bank Business Sales Indicator (BSI) rose by 1.2 per cent in November after an upwardly revised 1.1 per cent lift in October. Spending is now expanding at the fastest pace in 7½-years For more Economic Insights, visit https://www.commsec.com.au/market-news/the-markets.html Show More

Economic Insights - Impact of surprise Trump win

CommSec

CommSec Chief Economist Craig James provides insights into the potential impact of He-Who-Must-Not-Be-Named’s surprise win on the Australian economy For more coverage of the US Presidential Election, visit https://www.commsec.com.au/market-news/the-markets.html Show More

economy craig james economic insights

RBA Preview - Market pricing in just a 4% chance of a rate cut

CommSec

The Reserve Bank of Australia is expected to keep the cash rate on hold at 1.5% in November following stronger than expected September quarter inflation data this week For more Economic Insights, visit https://www.commsec.com.au/market-news/the-markets.html Show More

economy inflation rba rates cash rate craig james economic insights

Economic Insights - Stronger than expected inflation reduces chance of Nov rate cut

CommSec

The Consumer Price Index – the main measure of inflation in Australia – rose by 0.7% in the September quarter, above expectations for a lift of 0.4-0.5%. The annual rate of inflation rose from a 17-year low of 1.0% to 1.3% For more Economic Insights, visit https://www.commsec.com.au/market-news/the-markets.html Show More

economy inflation interest rates cpi rates craig james economic insights

A massive understatement about Australia’s economic outlook

Schroders Australia

Recessions are capitalism’s ways of correcting the imbalances that expanding economies ferment. Australia’s 25-year expansion has allowed two debt-based distortions to fest. These debt blowouts will be paramount in deciding how Australia’s economy performs in coming years. The threat posed by these imbalances, however, is contentious. One way to express... Show More

Australia economy Michael Collins