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Market Insights

Testing the Adjustment

Australia’s economy seems to be coming through the period of collapse in mining investment relatively well. The economy has continued to grow despite collapsing business (mostly mining) investment spending. Private engineering construction spending, for example, fell... Read more...

Growth Against the Odds

Australia’s GDP growth prospects look reasonably good in the near term and there is still no sign of inflation starting to accelerate. To give the RBA its due, these are the conditions it forecast back in its November quarterly Monetary Policy Statement and continues... Read more...

February Market Drivers

Risk assets were mixed-strength in January. The strong rally in share markets in the wake of President Trump’s election win started to fade amid recognition that President Trump is going to try and do what he promised in the election campaign with a fair chance the... Read more...