economy

We test the accuracy of RBA forecasts versus the market & how the RBA and its peers set interest rates using recent history and forecasts.

Shares are up, but expectations for rate cuts are down. How Trump’s about-face on tariffs just slashed RBA rate cut probabilities.

NZ remained in recession at the end of last year, with unemployment rising above 5% and employment falling again in Q4.

From tariffs to immigration, energy and climate, to TikTok - newly elected President Trump has wasted no time in implementing his policies.

With the S&P/ASX 200 hitting new highs, we ask “What’s in store for 2025?” How much higher can Aussie shares go!?

Whilst Zoom has made communicating with companies far more efficient, at NAOS we still believe that nothing beats a face-to-face meeting.

The public sector has accounted for all the growth in GDP over the past year and made the largest contribution to strong jobs growth.

Households continue to follow the US experience, drawing on the excess savings built up during the pandemic.

US inflation came in low. Services are still running hot, but that is mostly driven by housing costs. It would seem that the housing costs in CPI are probably...

The Reserve Bank chose to keep its cash rate on hold at their August meeting, but market pricing suggests they’re about to cut, and cut big…

Set your clocks, grab a coffee, and keep an eye on the next market mover

What if the opposite of recession and deflation happens...

The key takeaways from earnings transcripts and C-suite letters from JPMorgan, Citi, Goldman Sachs, Bank of America and more.

Giselle Roux provides her unconstrained view of the economy, markets, and where investors will find the best returns over the next decade.

Oh inflation. For so long, you lay dormant, so much so that policymakers were complaining that there wasn’t enough of it. Last month has seen renewed concerns with...

“Luxury goods are the only area in which it is possible to make luxury margins.”– Bernard Arnault, Founder, Chairman, CEO, LVMH High-end shoppers are ignoring the...

If you added up all of the hikes made by G20 central banks, even including the cuts made by Turkey, Russia, and China, the cumulative total is still 6,700 basis...

There is a whole lot of attention on the upcoming China’s 20th National Party Congress, which is slated to begin October 16. It is the biggest political event on the...

Welcome to this month's trade floor update. The RBA has raised rates for the second month in a row, and we haven’t seen the end of it. It’s a good time to be a bond...

A few weeks ago, it would have been fair to say that we were probably set for a number of interest rate increases this year. Fast forward to where we are now and a...