Thomas Rudgley

Recent Posts

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...

Non-mining business investment has stalled through the pandemic. Capitalexpenditure on buildings & structures has been particularly weak given the...

The outlook for retail demand is mixed. As lockdowns ease, relaxed tradingrestrictions will drive sales. However, this will also facilitate a...

The Australian government is facing growing pressure on several fronts to solidify lower carbon emission targets. If left unchecked, these pressures...

Vaccine programs across the world are well underway and should enable a sustained and meaningful easing of restrictions in late-2021 and early-2022....

Our recovery tracker indicator has continued to improve through 2021 after a seasonal dip in January. The tracker has reached its pre-pandemic level,...