Market insights

Economic data released in December and early January show continuing above trend economic growth in the in the US, touch firmer economic indicators in China, Europe languishing and Australia showing signs of a lift in household spending. The fall in inflation through...

In this last economic report for 2024 we turn our attention to what we think may happen in 2025 and 2026. In a nutshell we forecast that Australian economic growth will accelerate from an average annual average of 1.1% estimated for 2024 to 2.3% in 2025 with average...

Australian economic growth was weaker than expected in Q3 with GDP up only 0.3% q-o-q reducing annual economic growth from 1.0% y-o-y to 0.8% y-o-y, the weakest annual growth rate this century barring the period of the covid recession when growth plummeted to -5.8%...

Risk assets were mostly much stronger in November with some share markets, including Australia’s ASX 200, making record highs. A combination of a decisive US election win for Donald Trump, continuing signs of above trend US economic growth, more stimulus measures in...

Economic data released in November in the US, China, Europe and Australia were mostly firmer than expected adding to the risk that the fight to bring down inflation is not over. Donald Trump’s victory in the US presidential election extending to Republican control of...