A Recession of Sorts
Australia is yet to breach the two consecutive quarters of GDP that defines conventionally a...
Economic Updates Market Drivers
Market Drivers - September 2023
Risk assets weakened in August as evidence of firmer US economic activity; Europe possibly avoiding...
Labour Market Tipping Point
Two key data points released last week say that Australia’s labour market may have reached a...
A Fine Balance
Financial markets are starting to look towards the end of central bank rate hikes as well as...
Economic Updates Market Drivers
Market Drivers - August 2023
Risk assets had another strong month in July assisted by signs of moderating inflation and signs...
Economic Updates Economic Roundup
Economic Roundup - July 2023
In July inflation cooled while major economies such as the US seemed less likely to experience...
Cooling Inflation Versus a Hot Labour Market
The June monthly CPI and the Q2 CPI out this week will influence whether the RBA pauses again or...
Change and No Change
The Treasurer’s decision to not extend RBA Governor Philip Lowe’s tenure beyond its mid-September...
Economic Updates Market Drivers
Market Drivers - July 2023
Risk assets had a strong month in June undeterred by rising official interest rates and higher...