Economy

Economic Intelligence

Macroeconomic trends, interest rates, inflation, and fiscal analysis — tracing the signals that drive real financial decisions.

10 REPORTS← All Insights

LATEST06 Oct 2026

Nasdaq Hits Record High: How Long Can the AI Boom Last?

AI spending is committed through 2026, but the revenue to pay for it does not arrive until 2028 on current plans. 2027 is the year credit has to carry it.

4 min readREAD ARTICLE

ALL REPORTS

24 Sept 2026

Tariffs, Supply Chains, and Bilateral Consultations: The Economic Undertones of Upcoming Beijing–Washington Talks

Chinese President Xi Jinping arrived in the United States on 23–24 September 2026 for a state visit…

9 min readREAD ARTICLE

18 Sept 2026

Can Australia Actually Bring Oil Refining Back Home?

Australia makes about a fifth of the petrol, diesel and jet fuel it uses, at two refineries that receive public money to keep running.

8 min readREAD ARTICLE

16 Sept 2026

What Could AI Mean for the Australian Workplace in 2027?

Australia's most recent official count of AI use in business, covering 2024–25 and released on 25 June 2026, put adoption at about 12 per cent…

8 min readREAD ARTICLE

15 Sept 2026

Decoding How Middle East Geopolitics Drives Imported Inflation in Australia

Australia's imported inflation, as far as the official figures show it, is a price problem concentrated in oil and the goods made from oil…

9 min readREAD ARTICLE

15 Sept 2026

Will the RBA Pull the Trigger This September?

The Reserve Bank of Australia meets on 28 and 29 September 2026, and the published evidence leans towards an increase in the cash rate…

7 min readREAD ARTICLE

10 Sept 2026

Australia's Economy in Q3 2026: Navigating Subdued Growth and Sticky Inflation

Australia's economy is experiencing a period of stagnant per-person growth and persistent price increases.

4 min readREAD ARTICLE

10 Sept 2026

What the RBA's language says about the next move

The Reserve Bank of Australia (RBA) is likely to raise the cash rate further if inflation does not fall quickly.

4 min readREAD ARTICLE

13 July 2026

Australian Economy — H2 2026 Outlook

A controlled slowdown, not a crisis: sticky inflation against fragile growth leaves the RBA with no comfortable options. Our dimension-by-dimension read of Australia's second half.

7 min readREAD ARTICLE

13 July 2026

RBA August 2026 Rate Decision — Will the Third Hold Hold?

With trimmed-mean inflation still at 3.6%, the August RBA decision hinges on the 29 July Q2 CPI print. We map the scenarios markets may be underpricing.

5 min readREAD ARTICLE