Inflation is running at a brisk pace and is set to pick up further in the coming quarters; supply disruption has been exacerbated by the war in...
Thomas Rudgley
Recent Posts
Australia | Business investment primed for post-COVID upswing
Posted by Thomas Rudgley on Feb 10, 2022
Non-mining business investment has stalled through the pandemic. Capitalexpenditure on buildings & structures has been particularly weak given the...
Australia | A Re-Tail of Three Cities
Posted by Thomas Rudgley on Oct 20, 2021
The outlook for retail demand is mixed. As lockdowns ease, relaxed tradingrestrictions will drive sales. However, this will also facilitate a...
Australia | A greener economy is becoming inevitable
Posted by Thomas Rudgley on Sep 30, 2021
The Australian government is facing growing pressure on several fronts to solidify lower carbon emission targets. If left unchecked, these pressures...
Australia | Alternate recovery paths shaped by key risks
Posted by Thomas Rudgley on Sep 21, 2021
Vaccine programs across the world are well underway and should enable a sustained and meaningful easing of restrictions in late-2021 and early-2022....
Australia | Recovery tracker edges up to pre-COVID level
Posted by Thomas Rudgley on Apr 8, 2021
Our recovery tracker indicator has continued to improve through 2021 after a seasonal dip in January. The tracker has reached its pre-pandemic level,...