News, 05 Jun 2025

Bracing for Impact

Economic Update - May 2025

The US equity market largely regained the ground lost in April as the market decided that it could see through Trump’s tariff tantrums. Like April, May was marked by more tariffs announcements, followed by more high-level meetings, and followed by ...

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Insights, 26 Aug 2024

Riding the wave of LNG Exports

Australian Spotlight - August 2024

Many see LNG as a bridge to greener energy. Less emissions than coal and more reliable than wind and solar. For Australia it has come out of nowhere to be a golden bridge. But there is debate over how long that bridge will stretch. It may end sooner tha ...

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Insights, 29 Apr 2024

Beyond Twenty30: Australia and India

Australian Spotlight - April 2024

For many, India is the new China, and Australia has a head start. Two years ago, on April 2, 2022,  Australia and India signed the India-Australia Economic Cooperation and Trade Agreement (ECTA). This was India’s first trade agreement with a ...

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Insights, 16 Apr 2024

Bowing to the greenback

Chart of the Month - April 2024

It’s not looking good for the Australian dollar. The AUD has been trending down against the greenback since 2021 (AUD/USD)(see chart below). Now, several factors have come together to add a few more anchors to the AUD; it’s down around 6% si ...

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Insights, 30 Sep 2023

The not so Grande Chinese property crisis

Chart of the Month - September 2023

When America sneezes, Australia catches a cold but what happens to Australia when China chokes on a property crisis? We are about to find out! The property sector represents around a quarter to a third of the Chinese economy. Rather than rebounding afte ...

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News, 09 May 2023

Economic Update - April 2023

Fears of a financial meltdown in the US and Europe have faded and instead we have returned to regular broadcasting with slowing inflation and slowing economies. The UK with its stubborn inflation remains the odd country out. China is still benefiting fr ...

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