Sean Langcake

Recent Posts

Household consumption reached its pre-pandemic level in Q2. Goods spending has been elevated throughout the recovery, while spending on essential...

Our June forecasts contained a substantial upward revision to growth in 2021 and 2022. We now forecast growth of 5.3% in 2021, followed by 3.2% in...

Australia’s remarkably strong economic performance since the onset of the pandemic has led to a marked revision to the budget deficit this year;...

The outlook for the construction industry was relatively benign leading into 2020, with residential construction activity in particular still...

The budget deficit blew out in FY20 and will widen further in FY21 due to thegovernment’s efforts to cushion the shock of the COVID-19 recession....

CPI inflation rates will remain volatile in 2021, with both headline and coremeasures set to spike to the top of (or possibly above) the RBA’s...

The JobKeeper program has been highly successful in cushioning the COVID19 shock to the labour market. Its relatively swift and generous rollout...

Beginning with the Northern Beaches COVID cluster, most state governments have imposed snap lockdowns in their capital cities since late December....

Our recovery tracker indicator improved steadily through November and early December, almost reaching its pre-crisis level. However, the...

The sharp loosening of fiscal and monetary policy is starting to gain traction in the housing market. Dwelling investment increased for the first...