In part one of this deep-dive, we analysed the economic impact a demographic headwind can have using Japan as a case in point. In part two, we looked at how an ageing population can impact government debt. To conclude this series, we discuss the impact demographics may have on inflation,... Show More
In part one of this deep-dive, we analysed the economic impact a demographic headwind can have using Japan as a case in point. In part two, we look at how an ageing population can impact government debt. Show More
In 2011 a dramatic shift occurred throughout the developed world — working-age populations began a multi-decade decline. Demographic shifts in an economy like this can have profound effects on economic factors, leading to changes in growth and debt metrics. This three-part series explores: Show More
Hard landing? Not even close. China's GDP growth is stabilising. The country is riding on the dual trends of a growing tech and consumer culture. From almost nowhere, its private companies are becoming world-beaters in high-growth tech sectors, from smartphones to civilian drones, e-commerce to ride-sharing. Show More
FIIG Securities guest contributor, Stephen Koukoulas says for more than two years, the annual underlying inflation rate has been between 1.6 and 1.9 per cent, locked below the RBA 2 to 3 per cent target. Here he talks about what this means, and takes a look at the data on... Show More
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
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
Caution: Top shelf economic data ahead Show More
The economy grew by 0.3% in the March quarter - in line with market expectations. Annual economic growth eased from 2.4% to 1.7%. The outlook is encouraging with strong infrastructure spending & demand for our exports to support growth. Show More
The market is expecting US growth to rebound from its temporary hiatus in the March quarter, and for China's growth to slow only modestly this year. If both of those things happen the equity train can stay on the rails for a while longer, with growth being neither too hot... Show More
CommSec Senior Economist Savanth Sebastian takes a look at the economic events scheduled for the week ahead, including December quarter economic growth, home prices and international trade. Show More
The Australian economy shrunk by 0.5% in the September quarter - the first contraction in 5½ years. Annual economic growth slowed from 3.1% to 1.8% For more Economic Insights https://www.commsec.com.au/market-news/commsectv.html Show More
In September, Australia posted its highest Gross Domestic Product (GDP) growth numbers in over 4 years – but does this mean the Reserve Bank of Australia (RBA) has an interest rate hike in store? The answer lies partly in understanding the terms of trade and some other key factors that... Show More
Slumping world trade growth is the latest reason for lowering global growth forecasts. As it releases its twice yearly World Economic Outlook on Tuesday the International Monetary Fund will be joining a succession of international economic organisations warning of the consequences of a decline in global trade growth. The World... Show More
Timely increases in key spending components of Australia’s economy have kept growth surprisingly strong, but the juggling act looks set to become precarious. Show More
The Australian economy has just completed 25 consecutive years of growth. The economy grew by 0.5 per cent in the June quarter with annual growth lifting from 3.0 per cent to 3.3 per cent For more Economic Insights, visit https://www.commsec.com.au/market-news/the-markets.html Show More
Australia's GDP data for the March Quarter will be released tomorrow at 11:30am. Consensus expectations are for a fall in year-on-year to 2.7%, while quarter-on-quarter data is expected to remain flat at 0.6%. “The Australian economy’s running at something like a 3% annual pace. We think that we’ve probably held... Show More
CommSec Chief Economist Craig James takes a look at the economic data due out in the week ahead, including Australian economic growth, retail trade, home prices and US non-farm payrolls More market news at https://www.commsec.com.au/market-news/the-markets.html Show More
China reported that its GDP in 2015 was 6.9% higher than in 2014. For anyone fixated on a 7% growth target, this was slightly disappointing but a statistically insignificant discrepancy. The chart illustrates quarterly changes for China’s GDP, as they would be reported in Australia, since 2011. The December quarter... Show More
It certainly has been an eventful week. Changes to the RBA post-meeting statement were negligible, emphasising that the RBA is firmly on hold while waiting to see what 2016 will bring. Australian GDP provided mixed signals. Abstracting from the substantial negative impact of mining investment, domestic demand detail was constructive... Show More