Chris Rands

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

Chris Rands

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

Eng-Teck Tan

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

Elizabeth Moran

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

Marcus Tuck

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

Pendal Group

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

John Robertson

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

Livewire News

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

John Robertson

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

Elliot Clarke

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