News, 11 Feb 2025

The Calm before the Storm

Economic Update - Janurary 2025

January felt unusual. While the usual ream of data hit the Bloomberg terminals during the month, many people’s attention turned to a little old party in good ol’ Washington, DC. After his inauguration parade, President Trump sat on stage and...

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News, 03 Feb 2025

Securitisation in Australia: Non-banks are stepping up

Chart of the Month - January 2025

Back in 2007, Pirates of the Caribbean: At World’s End topped the global box office and Asset-Backed Securities (ABS) issuance was riding high. But as the Global Financial Crisis hit full stride in 2008, the champagne went flat for ABS. ABS tumble...

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Insights, 24 Jan 2025

Australia’s Post-Pandemic Job Vacancy High

Spotlight on Australia - January 2025

Vacancies have more than doubled for some Australian industries since just before the pandemic. Companies just can’t get enough workers! This is despite rising interest rates and a slowing economy. The situation is similar in the US, however, ther...

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News, 23 Dec 2024

Halfway down the chimney

Economic Update - December 2024

Inflation is rearing its ugly head again in the US and UK. Santa may find that the fire at the end of the chimney is hotter than he bargained for! Meanwhile, in Australia, the RBA has signalled that interest rate cuts are on their way as the Australian ...

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Insights, 19 Dec 2024

EVs finally taking off in Australia

Spotlight On Australia - December 2024

Australia is a clear leader when it comes to the adoption of rooftop solar, with 1-in-3 homes having installed rooftop solar. However, Australia is lagging when it comes to the adoption of EVs. In 2023, Norway led the world with EVs comprising 93% of al...

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News, 09 Dec 2024

Glass half-full and bubbly

Economic Update - November 2024

Whether it is retail sales in Australia and China, consumer spending in Japan, increased GDP growth in the euro area, or a jubilant stock market in the US, there is suddenly more optimism in the air. Of course, there is also increased policy uncerta...

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Insights, 02 Dec 2024

Trump Tariffs and Australia

Chart of the Month - November 2024

The world is holding its breath as it waits to see what President-Elect Donald Trump will actually do with tariffs. But we have seen this movie before. Trump introduced tariffs in his first term, on steel, aluminum, solar panels, and washing machines; A...

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Insights, 26 Nov 2024

How Advanced is Australia’s Economy?

Spotlight on Australia - November 2024

Many people believe Australia is rich because it can sell endless amounts of coloured dirt like iron ore and coal. When it comes to trade, there is nothing too complex about what Australia exports. However, Australia is no mining backwater. It has the s...

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News, 08 Nov 2024

Back in the USA

Economic Update - October 2024

While the world holds its collective breath for the outcome of the US election, the RBA finds itself stuck with sticky service inflation. What happened in Australia? The RBA just can’t win. While inflation has fallen from 3.8% in the June ...

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Insights, 31 Oct 2024

Australia's Rare-Earth Mineral

Australian Spotlight - October 2024

When you think of Rare-Earth Minerals (REMs), you probably think of China but did you know that Australia ranks 5th in the world for its proven reserves of REMs with over 3x the reserves of the US? These reserves will be critical in meeting rising futur...

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News, 01 Oct 2024

No alarms and no surprises, please

Economic Update - September 2024

Even when central bankers are surprised, they do so conservatively. Jerome Powell cut rates 50 bps but then did his best to allay any concerns that the US economy is secretly worse than it seems. Meanwhile, in Oz, the RBA remains alert but not alar...

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Insights, 19 Sep 2024

Blackstone bets big on Australia

Australian Spotlight - September 2024

When the world’s biggest alternative asset manager, USD 1.1 trillion AUM, makes some big bets on Australia, the world takes notice. Over 13 years, Blackstone has invested USD 17 billion in Australia. However, a single new investment announced ...

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