Sean Langcake

Recent Posts

The Q2 CPI data prompted a sharp re-evaluation of the outlook for inflation and interest rates across financial markets. We have also revised our...

The RBA’s yield curve targeting experiment ended this week not with a bang but a whimper. Market expectations for a cash rate hike, fuelled by...

Previous work identified which goods exports would be most affected by sanctions from China by constructing a ‘vulnerability score’ for each product....

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...

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 target...

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