21 Oct 2020
Credit contagion in a time of COVID-19
Andrew Cornell |
Are measures designed to support business through the crisis sandbagging the credit cycle?
Economy
19 Oct 2020
Aus business growth in Asia in the slow lane
Greg Earl | Writer, editor and consultant
The number of Australian-owned businesses operating in Asia has grown very little since 2003 - despite initiatives to encourage integration with the region.
16 Oct 2020
Where are the women?
Catherine Fox | Journalist and author
The essential economic value of women’s leadership remains misunderstood or, worse, has been ignored.
14 Oct 2020
Budget 2020: expected impact, in charts
Cherelle Murphy | Senior Economist, ANZ
Has the 2020-21 Australian Federal Budget gone far enough to encourage spending in a post-COVID economy?
13 Oct 2020
Spending survives fiscal cliff. For now…
Adelaide Timbrell & David Plank | Economist & Head of Aus Economics, ANZ
New spending data shows the reductions in JobKeeper and JobSeeker aren’t hitting spending levels - yet.
09 Oct 2020
In charts: being COVID-free isn’t everything
Sharon Zollner | Chief Economist New Zealand, ANZ
New Zealand Chief Economist, Sharon Zollner provides the data on how the land of the long white cloud is making its way to a COVID normal.
06 Oct 2020
Budget 2020: full coverage
bluenotes contributors |
bluenotes presents comprehensive coverage of the 2020-21 Australian Federal Budget.
29 Sep 2020
Central Banks get cryptic
Andrew Cornell | Managing Editor, bluenotes
As global interest rates crater and COVID-19 recessions metastasise, central banks are being forced to re-evaluate their role in currency and money creation.
23 Sep 2020
Tracking a COVID-recovery
Hayden Dimes & David Plank | Economist & Head of Australian Economics, ANZ
Recovery from a pandemic-related economic crisis, like the decline, could be more rapid than normal. Timely data is needed to track progress.
18 Sep 2020
LONGREAD: sustainable development the ASEAN way
Merriden Varrall | Director Australia Geopolitics Hub, KPMG
Are the principles and structures of the ASEAN Way holding the region back from making steps towards sustainable development?
17 Sep 2020
New stimulus drives strong recovery
Felicity Emmett & David Plank | Senior Economist & Head of Australian Economics, ANZ
Australia’s economy has weathered much of the COVID-induced storm - thanks to massive fiscal stimulus.
10 Sep 2020
ASEAN’s post-pandemic opportunity
Khoon Goh | Head of Asia Research, ANZ
ASEAN governments need better coordination and closer integration to thrive in a post-COVID world and avoid a long drawn recovery.
03 Sep 2020
Pandemic’s knock-on property effect
Mark Blum | CEO & Co-Founder, Cognian
The use of office spaces in a post-COVID world will have a huge impact on commercial property development and vacancies.
27 Aug 2020
Stateometer: point of contraction
Cherelle Murphy | Senior Economist, ANZ
The impact of the pandemic drove all of Australia’s states into a sharp contraction in the June quarter.
25 Aug 2020
Where goes Victoria, so goes Australia
Adelaide Timbrell & Hayden Dimes | Economist & Rates Strategist, ANZ
Although life has returned to relative normality in the other states and territories, Victoria’s ongoing restrictions are having a knock-on effect.
19 Aug 2020
INFOGRAPHIC: ANZ’s Q3 trading update
Melissa Currie | Creative Content Producer, bluenotes
All the details of ANZ’s Q3 trading update in an easy-to-read infographic.
19 Aug 2020
Elliott: bank is prepared, learning, adapting
Andrew Cornell | Managing Editor, bluenotes
ANZ CEO Shayne Elliott says the bank is focusing on its purpose to guide customers, community and shareholders through this stressful period.
11 Aug 2020
Aus employment struggles to beat the queue
Catherine Birch | Senior Economist, ANZ
Australian jobs are buckling under the weight of reintroduced restrictions and an ongoing lack of consumer confidence.
06 Aug 2020
Weighing up post-COVID reformation
Alan Mitchell | Former AFR Economics Editor
The economic shock from the pandemic has impacted both supply and demand. Greater reforms must be investigated for the economy to fully recover.
29 Jul 2020
Kiwi data show a tentative return to a - post-COVID - normal
Sharon Zollner | Chief Economist New Zealand, ANZ
New Zealanders may be avoiding parks still but life is beginning to return to some sort of normal.
24 Jul 2020
Lockdown 2.0 slows spending gains
Adelaide Timbrell & David Plank | Economist & Head of Aus Economics, ANZ
Although spending nationally has stabilised overall, the second lockdown period in Melbourne is leaving a mark.
22 Jul 2020
Addressing crises - acute and chronic
Andrew Cornell | Managing Editor, bluenotes
The link between the two most worrying crises of our times – COVID-19 and climate change – must be examined to successfully combat both.
20 Jul 2020
Rental ruptions: the winners and losers
Felicity Emmett & Eliza Owen | Senior Economist, ANZ & Head of Australian Research, CoreLogic
Rental markets across Australia are facing a record oversupply of stock as the impact of the pandemic takes hold – good news for some renters.
16 Jul 2020
Gov spending to revive Fiji
Kishti Sen & Tom Kenny | International Economist & Senior International Economist, ANZ
Fiji may have avoided the COVID-19 health crisis but it’s struggling with a severe economic crisis.
10 Jul 2020
Do hotspots tell story of Vic’s future spend?
Adelaide Timbrell & Catherine Birch | Economist & Senior Economist, ANZ
What impacts to Victoria’s economy can be determined from the hotspot suburbs which initially entered a second lockdown period?
07 Jul 2020
Agri wakes up to a new world
Madeleine Swan | Associate Director, Agri Research Australia, ANZ
The global outlook for agriculture commodities is a bright light in the midst of gloomy pandemic-ridden economies.
03 Jul 2020
Elliott: learning from our experience in crisis
Shayne Elliott | Chief Executive Officer, ANZ
ANZ CEO reflects on the lessons he has learned in managing a major institution and its customers through a pandemic.
01 Jul 2020
LONGREAD: circling value in CO2
Sophia Hamblin Wang | COO, Mineral Carbonation International
Round and round goes the circular economy which will be integral to reaching the world’s climate change goals.
30 Jun 2020
Wages chill in COVID-19 conditions
Catherine Birch & Bansi Madhavani | Senior Economist & Economist, ANZ
Public and private sectors are responding to the economic downturn and the impact it is having on wage growth.
29 Jun 2020
Australia’s manufacturing future is not its past
Roy Green | Emeritus Professor, University of Technology Sydney
If the past is another country, the future of Australia’s economy after COVID-19 will be a different universe.
23 Jun 2020
INFOGRAPHIC: a snip off the old block
Melissa Currie | Creative Content Producer, bluenotes
Across Australia, data shows DIY is on the go with COVID-19 – even when it comes to haircuts.
22 Jun 2020
Whelan: how big business fought off COVID-19
Mark Whelan | Group Executive Institutional, ANZ
Big businesses learned from past crises to help brace against COVID-19 impacts, says ANZ Head of Institutional.
18 Jun 2020
Globalisation goes back to the future
Alan Mitchell | Former AFR Economics Editor
The COVID-19 pandemic is a major threat to the globalisation of trade and supply chains but barriers are not what the economy needs right now.
17 Jun 2020
Renting in good-faith
Virginia Briggs | Managing Partner - Infrastructure, Construction & Property, MinterEllison
Landlords and tenants are navigating both the impacts of COVID-19 and the complexities of government relief.
16 Jun 2020
Diversification: trade mission impossible?
Khalil Hegarty | Director, ITS Global
Global supply chains and trade are under the spotlight as economies deal with the fallout from the COVID-19 pandemic.
09 Jun 2020
ANZ Board Minutes: balancing health, economic responses
Andrew Cornell | Managing Editor, bluenotes
Jane Halton reflects on her involvement in the response to the COVID-19 pandemic and her understanding of the economic consequences.
04 Jun 2020
Kiwis kicking COVID-19 into touch; hard yards to come
Sharon Zollner | Chief Economist New Zealand, ANZ
New Zealand may be nearly clear of COVID-19 but the economy still has a long way to go until it returns to full health.
04 Jun 2020
LONGREAD: understanding repayment deferrals
Andrew Cornell | Managing Editor, bluenotes
ANZ’s Aus banking head details how the bank is helping customers now while preparing them for once the pandemic has passed.
03 Jun 2020
Post-COVID China: recovery and the demand gap
Shane White | Content Manager - Institutional, ANZ
A gap in demand must be closed for China – and the world’s – economy to recover fully from the COVID-19 pandemic.
02 Jun 2020
COVID-19: less interesting than the weather
Hayden Dimes & David Plank | Economist & Head of Australian Economics, ANZ
As infection rates and movement restrictions ease, Australians show they're ready to return to normal.
01 Jun 2020
India’s painful “shecession”
Bansi Madhavani & Sanjay Mathur | Economist & Chief Economist Southeast Asia and India, ANZ
The COVID-19 pandemic and related lockdowns have disproportionately impacted women – particularly in India where it was already a major issue.
27 May 2020
Valuing human life adds value to the economy
Andrew Cornell | Managing Editor, bluenotes
As the re-opening of some societies begins, balancing the value of human life vs cost to the economy has come to a head.
25 May 2020
The culture of cash
Steve Worthington | Professor at Swinburne University
The perceived decreasing value of cash during the COVID-19 pandemic isn’t the same across the globe.
21 May 2020
Stateometer: the first shock waves
Cherelle Murphy | Senior Economist, ANZ
The beginnings of the COVID-19 economic shock became apparent in the states and territories’ trade channels.
20 May 2020
Charting an easing of restrictions
Adelaide Timbrell & David Plank | Economist & Head of Aus Economics, ANZ
As some states return to a new form of normal, spending data show the initial excitement of freedom has wavered a little.
13 May 2020
Post COVID-19: recovery but not as we know it
Andrew Cornell | Managing Editor, bluenotes
Many lessons will be born out of the COVID-19 pandemic. Which will endure in the long-term?
11 May 2020
True or false: panic buying surges food prices
Mark Bennett | Head of Aus Agribusiness, ANZ
New data show a run on supermarkets during the onset of COVID-19 restrictions could have led to increased food prices.
07 May 2020
Economic governance in a crisis
Alan Mitchell | Former AFR Economics Editor
The focus must be on the economic policies needed to stimulate growth post-crisis.
06 May 2020
Off the beaten path to track sentiment via Google searches, foot traffic
Hayden Dimes & David Plank | Economist & Head of Australian Economics, ANZ
Alternative data can provide insights into how Australians are feeling about the economy.
05 May 2020
Currency contagion: monetising virus responses
John Bromhead & Daniel Been | FX Strategist & Head of FX and G3 Research, ANZ
Economies around the world are responding to the COVID-19 pandemic. Some are doing better than others.
28 Apr 2020
Young Aussies lose out in COVID-19
Catherine Birch | Senior Economist, ANZ
Young Australians will be impacted more both immediately and in the long-term by pandemic fallout.
27 Apr 2020
House-buying related searches plummet during pandemic
Hayden Dimes & David Plank | Economist & Head of Australian Economics, ANZ
New data show a steep drop in prices may be in store for the Australian housing market.
24 Apr 2020
IN PICTURES: Aus spending declines
Adelaide Timbrell & David Plank | Economist & Head of Aus Economics, ANZ
ANZ-observed retail spending has dipped to the lowest year-on-year result since the bushfire season.
23 Apr 2020
Oil industry: negative prices a reality check
Daniel Hynes & Soni Kumari | Senior Commodities Analyst & Commodities Strategist, ANZ
If the oil industry wasn’t taking the level of demand destruction seriously, it certainly will now after crude oil futures went negative.
19 Apr 2020
Gonski: keeping an open mind in crisis
Andrew Cornell | Managing Editor, bluenotes
ANZ Chairman says the board is balancing the needs of all stakeholders – including shareholders – in responding to COVID-19.
17 Apr 2020
NZ agri: facing new challenges
Susan Kilsby & Sharon Zollner | NZ Agriculture Economist and NZ Chief Economist at ANZ
Economic growth rates in New Zealand have been hit hard as Kiwis hunker down to combat COVID-19.
14 Apr 2020
Social spending drops in isolation
Adelaide Timbrell & David Plank | Economist & Head of Aus Economics, ANZ
Stay-at-home Australians are changing their spending habits to match lockdown activities.
09 Apr 2020
History lessons for an unprecedented crisis
Mark Hand | Group Executive Australia Retail and Commercial Banking, ANZ
Drawing on over three decades of experience, ANZ’s Mark Hand looks back on what ANZ has learnt from previous crises.
08 Apr 2020
The world has changed, business fundamentals haven’t
Andrew Cornell | Managing Editor, bluenotes
Business growth expert Dr Jana Matthews talks through what is needed for SMEs to survive COVID-19 and thrive on the other side.
06 Apr 2020
Waking up to a different world
David Plank | Head of Australian Economics at ANZ
As Australians stay home to flatten the curve of COVID-19 infection, the federal government is trying to flatten the curve of economic shock.
01 Apr 2020
Aus retail: stockpiling peaks
Adelaide Timbrell & David Plank | Economist & Head of Aus Economics, ANZ
Spending on groceries, puzzles and work-from-home technologies peak as Australians stay home to flatten the curve.
13 Mar 2020
Quantifying quantitative easing
David Plank | Head of Australian Economics at ANZ
The impact of COVID-19 suggests the hurdle for quantitative easing in Australia might be cleared sooner than first thought.
03 Mar 2020
IN CHARTS: keeping up with COVID-19
Khoon Goh | Head of Asia Research, ANZ
Just as China seemed to be getting the coronavirus under control, the situation is worsening in other countries.
27 Feb 2020
Sustaining momentum on sustainable finance
Katharine Tapley | Head of Sustainable Finance Solutions, ANZ
Sustainable finance hit record high levels in 2019. Can this be sustained – and grow even further – in 2020?
25 Feb 2020
Coronavirus grounds airport spend
Adelaide Timbrell & David Plank | Economist & Head of Aus Economics, ANZ
Travel bans and coronavirus-conscious travellers are hitting tourism in Australia, according to airport spend data.
24 Feb 2020
Taking a bite out of the global food economy
Patrick Vizzone | Head of Food, Beverage & Agribusiness, International, ANZ
Despite a few early hiccups, the global food industry is poised to win big in the new decade.
21 Feb 2020
Aus emissions: output or intensity - part two
Catherine Birch | Senior Economist, ANZ
A majority of Australia’s emissions are being driven by a few key industries. Find out which in part two of this series.
20 Feb 2020
Stateometer: forecast downgrades worst for south east
Cherelle Murphy | Senior Economist, ANZ
A deterioration in labour markets has pulled down economies in the December quarter.
18 Feb 2020
Deloitte: settling mortgages in 2020
James Hickey & Heather Baister | Partner - Consulting & Partner - Audit and Assurance, Deloitte
After a tumultuous year, the mortgage market is focused on better customer experience and innovative offerings.
17 Feb 2020
Aus dairy’s flow-on effect
Madeleine Swan | Associate Director, Agri Research Australia, ANZ
The dairy industry has changed a lot in 10 years. What does the next decade hold for Australian producers?
13 Feb 2020
Calculating a fair tax on carbon
Alan Mitchell | Former AFR Economics Editor
Should the Australian government take note of the approach of other major economies on carbon taxes?
10 Feb 2020
Australian economy suffers virus symptoms
Felicity Emmett & David Plank | Senior Economist & Head of Australian Economics, ANZ
Growing uncertainty surrounding the coronavirus will have a large impact on near-term GDP growth in Australia.
07 Feb 2020
Aus emissions: output or intensity - part one
Catherine Birch | Senior Economist, ANZ
Australia’s Government has said they don’t want to risk the economy over emissions cuts. What impact will that make? Hear more in this two-part series.
04 Feb 2020
Coronavirus: economic contagion
Khoon Goh & Dhiraj Nim | Head of Asia Research & FX Analyst, ANZ
As the frenzy surrounding Coronavirus continues, economic shockwaves are starting to radiate.
30 Jan 2020
APEC: the hope of the side
Tony Walker | Author and Political Analyst
At 30, and without formal powers, what can APEC achieve in an increasingly fraught region? APEC Study Centre director Craig Emerson explains.
28 Jan 2020
Capitalism vs Socialism: mismatch or missed match?
James Culham | Director, Institutional Portfolio Management, ANZ
Is the ongoing debate between capitalism and socialism aiming at the right target?
23 Jan 2020
NZ outlook: 20/20 vision
Sharon Zollner | Chief Economist New Zealand, ANZ
New Zealand’s growth in 2020 is likely to be modest but the economic fates are not entirely in Kiwi hands.
22 Jan 2020
The roads go without saying…
Andrew Cornell | Managing Editor, bluenotes
What has capitalism done for us? A lot more than socialism…
20 Jan 2020
Renewable transition: easier said…
Tsen Wong | Head of Energy, ANZ
As the climate changes, the shift to renewable energy sources becomes more critical – but no simpler. Japan has a role.
17 Jan 2020
Aus housing: confident outlook
Felicity Emmett | Head of Australian Economics, ANZ
After prices rebounded in 2019, housing market confidence continues to trend upwards.
16 Jan 2020
Mega transport underpins pipeline
Catherine Birch | Senior Economist, ANZ
Will the major projects pipeline be ramped up across New South Wales after a lag in 2020?
14 Jan 2020
Food prices: up, up?
Madeleine Swan | Associate Director, Agri Research Australia, ANZ
Long periods of drought and tough competition have seen food prices increases steadily over the last few years. Will that continue in 2020?
13 Jan 2020
Australian bushfires: impacting GDP
David Plank | Head of Australian Economics at ANZ
The size, intensity and duration of the Australian bushfires mean they will almost certainly have a larger economic impact than past fires.
11 Dec 2019
Gradually then suddenly - the future of banking
Andrew Cornell | Managing Editor, bluenotes
Will 2019 be the year we all look back at and see a tipping point for upheaval in financial services?
03 Dec 2019
Kyuuka wo tanoshinde ne!
Hayden Dimes & David Plank | Economist & Head of Australian Economics, ANZ
Japanese tourists are finally heading abroad in growing numbers after almost two decades of flat growth.
28 Nov 2019
Aus agri: the path to $A100 billion - part 2
Mark Bennett & Madeleine Swan | Head of Agribusiness & Associate Director Agri Research, ANZ
New capital and a focus on export risk underpin the likelihood for Australia’s agri industry to reach $A100 billion by 2030.
22 Nov 2019
Greater Mekong: urbanising quicker than expected
Arun Navaratna & Khoon Goh | Senior Economist & Head of Asia Research, ANZ
Urbanisation in the Greater Mekong region could drive significant productivity gains and strong economic growth in the medium term - even more than forecast.
21 Nov 2019
Aus agri: the path to $A100 billion - part 1
Mark Bennett & Madeleine Swan | Head of Agribusiness & Associate Director Agri Research, ANZ
Will Australia’s agri industry reach its ambitious target of $A100 billion by 2030? Delve into the details in this two-part series.
20 Nov 2019
Stateometer: on the right track
Cherelle Murphy | Senior Economist, ANZ
The ANZ Stateometer showed economies turned in many of Australia's states and territories in the September quarter, marking a positive – albeit mild – change.
19 Nov 2019
Sukkar: housing supply, a game changer
Caryn Kakas | Head of Housing Strategy, ANZ
Supply and creation of affordable housing has financial, social and economic benefits for communities, says Housing Minister.
15 Nov 2019
Monetary policy: reaching the bottom of the barrel
Richard Yetsenga | ANZ chief economist
As monetary policy’s impact on credit diminishes, secular stagnation is beginning to take hold.
13 Nov 2019
2019 bank profits: challenging, backwards, turbulent
Andrew Cornell | Managing Editor, bluenotes
The major Australian banks have reported their full-year results. The outcomes were grim, the future a challenge.
13 Nov 2019
IN CHARTS: the great Australian dream, peak buying
Tim Lawless | Head of APAC Research, CoreLogic
New data show housing affordability has peaked across a number of regions in Australia.
12 Nov 2019
Aus tourism exports lift as Asia gets richer
Adelaide Timbrell, Hayden Dimes & David Plank | Economists & Head of Australian Economics, ANZ
Tourism spending in Australia, particularly from Asia, is continuing to grow - even outpacing some resource exports.
11 Nov 2019
LONGREAD: bonding over social housing
Caryn Kakas | Head of Housing Strategy, ANZ
Investing in social bonds creates a positive impact for communities and has a commercial return.
08 Nov 2019
Japan: world leaders in robots and growing old
Tom Kenny | Senior International Economist, ANZ
Japan’s demographic challenges are impacting growth. Can automation and AI help drive improved long-term productivity?
07 Nov 2019
Asia growth: a missed opportunity
Richard Yetsenga | ANZ chief economist
Value chains and business models in Asia are being adjusted in the wake of changes to the global trade environment, says ANZ Chief Economist.
06 Nov 2019
Our health: using more, paying more
Glen Fisher | Associate Director for Health, ANZ
Older insured Australians are using more health services and make-up an increasing share of hospital episodes and benefits paid.
04 Nov 2019
Changing the mining mix
Daniel Hynes, Catherine Birch & Jasmine Kaur | Senior Commodities Strategist & Senior Economists, ANZ
Australia’s mining industry has faced momentous changes over the last decade. Will a shift to renewable technologies help drive demand?
21 Oct 2019
New Zealand: land of the long white, but darkening, cloud
Miles Workman | Senior NZ Economist, ANZ
The outlook for the Kiwi economy is for growth to slow a little further, but remain on course overall.
18 Oct 2019
Non-residential building capex: offices, hotels hold the fort
Catherine Birch | Senior Economist, ANZ
Major project investment in the non-residential building sector is historically high after a surge in 2018-19.
15 Oct 2019
Olam Vietnam: sustainability more than catchphrase
Shayne Elliott | Chief Executive Officer, ANZ
ANZ CEO & Olam’s Prakash Jhanwer chat about Vietnam’s development and the role of purpose and social responsibility.
14 Oct 2019
Regional trade: more than two giants
Greg Earl | Writer, editor and consultant
Although the spotlight is firmly fixed on the US and China, other players are starting to receive attention in global trade.
09 Oct 2019
Chongqing: balancing on the pillars of trade
Farhan Faruqui | Group Executive International, ANZ
The evolution of the Chongqing municipality will serve as an effective blueprint for future trade in China.
08 Oct 2019
Aus housing: confidence continues to grow
Felicity Emmett | Head of Australian Economics, ANZ
Confidence in the residential property market has rebounded sharply, a positive sign for sellers.
07 Oct 2019
South Australia: the state making a statement
Steve Radeski & Cherelle Murphy | State Agribusiness Manager, SA & Senior Economist, ANZ
Australia’s driest state has endured ups and downs but the agri industry and broader economy are heading north.
03 Oct 2019
Renewing investment in renewables
Cherelle Murphy | Senior Economist, ANZ
In a climate of climate action demands, renewable energy continues to make a mark on investment and prices.
01 Oct 2019
Public infrastructure investment: choppy waters
Catherine Birch | Senior Economist, ANZ
Capital expenditure from public-backed major projects is expected to fall before the next wave of projects begins.
30 Sep 2019
Corn economics goes pop
James Culham | Director, Institutional Portfolio Management, ANZ
As the Australian economy ponders the impact of zero - or negative - interest rates, can the answer be found in corn?
24 Sep 2019
Climate change: shifting the economy
Richard Yetsenga | ANZ chief economist
The impact of climate change on global economies is reaching boiling point.
20 Sep 2019
Kiwi housing: land, land, land
Miles Workman | Senior NZ Economist, ANZ
More than 78 per cent of NZ’s land mass has no one living on it but is this really contributing to housing issues?
18 Sep 2019
SIBOS19: banking on a history of adaptation
Mark Evans | Managing Director Transaction Banking, ANZ
Banks don’t look - or function - the way they did a century ago. And they won’t be the same in the next century. Or the next decade…
18 Sep 2019
Zero rates: paranormal activity 2
Andrew Cornell | Managing Editor, bluenotes
As interest rates continue to drop, global economies must prepare for a new era of monetary policy and business risk.
16 Sep 2019
Private schools: to have and have not
Tim Suffield | Director Client Insights & Solutions, ANZ Institutional
Not all private schools are alike. Some are increasingly doing it tough as emerging forces pull the sector in different directions.
12 Sep 2019
The future of Japanese tōshi in Australia
David Jacobs | CEO, Australia Japan Business Co-operation Committee
Mature Japanese investors are looking Down Under for opportunities to grow their sales network and gain know-how.
11 Sep 2019
China: diagnosing healthcare challenges
Felix Sekulla | State Director Health Queensland, Commercial Banking, ANZ
China has a massive population and rudimentary healthcare system. One tech company is using artificial intelligence to combat rising healthcare challenges like cancer and other diseases.
10 Sep 2019
SIBOS19: fintech takes one for the team
Shane White | Content Manager - Institutional, ANZ
The banking industry can thank fintechs for helping them refocus on the customer, say three ANZ experts.
09 Sep 2019
Australia’s economy: boom or bust?
Alan Mitchell | Former AFR Economics Editor
According to the headlines, Australia’s economy is despairing. But is it all as bad as it seems?
30 Aug 2019
Pursuing solutions: Indonesia ready for growth
Jennifer Kusuma | Senior Asia Rates Strategist, Institutional, ANZ
Indonesia’s economy is poised for a much-needed leap in growth – and the stakes have never been higher.
28 Aug 2019
NZ wine: dry white
Susan Kilsby & Sharon Zollner | NZ Agriculture Economist and NZ Chief Economist at ANZ
Adverse climate conditions have impacted a number of NZ’s wine growing regions, says ANZ Research.
27 Aug 2019
Aus house prices lift. Déjà vu again?
David Plank | Head of Australian Economics at ANZ
Auction clearance rates are starting to rise in Sydney and Melbourne but that might not mean the housing recovery is enduring.
26 Aug 2019
Know your credit history
Mike Ebstein | Director, MWE Consulting
Credit cards in Australia have changed a lot since they were first introduced 45 years ago.
23 Aug 2019
Interest rates yield to property
Daniel Gradwell | Associate Director - Property, ANZ
Historically low interest rates are the catalyst for a drop in a number of key economic indicators.
21 Aug 2019
Are banks too profitable? Or not profitable enough?
Andrew Cornell | Managing Editor, bluenotes
Although bank profits might not be a crowd favourite, they’re necessary - and good - for the economy. So say the regulators.
20 Aug 2019
Stateometer: modest growth continues
Cherelle Murphy | Senior Economist, ANZ
As the resources states showed mild business sector improvement most other states continued to grow below trend as impacts from housing softness continue.
19 Aug 2019
Hong Kong and the GBA: open for business
Nick Henderson & Drew Waters | Director & Head of Partnerships and Development , Asialink Business
With protests a daily headline, Hong Kong insiders stress in the long term the city and its region are open and ready for business.
12 Aug 2019
Vietnam’s path to success
Khoon Goh | Head of Asia Research, ANZ
Economic reforms in Vietnam have set it on the road to upper middle-income status.
08 Aug 2019
Action must meet opportunity in Asia
Isaac Rankin | Managing Director - Commercial, ANZ
Although not always easy, major benefits exist for businesses which expand into Asia.
06 Aug 2019
Job ads and vacancies: parting company
Catherine Birch | Senior Economist, ANZ
A puzzle is emerging in labour market data as job advertisements and vacancies, traditionally linked, have diverged.
02 Aug 2019
International education in Australia: more than just China
Hayden Dimes, Bansi Madhavani & David Plank | Economists and Head of Australian Economics, ANZ
Although the number of international students from China will continue to grow, Australia will also host more from other emerging nations.
01 Aug 2019
Gains in grains
Michael Whitehead & Viveka Manikonda | Head of Agri Insights and Senior Associate, Institutional at ANZ
The outlook is positive for Australia’s grains and oilseed sector, with added benefits for trading companies.
30 Jul 2019
Efficiency not enough to curb Aus energy use
Catherine Birch & Adelaide Timbrell | Senior Economist & Economist, ANZ
As water and energy use in Australia continue to rise, efficiency gains by households and industry aren’t enough.
29 Jul 2019
Positive reform driving India
Richard Yetsenga | ANZ chief economist
Strong reform mandates set by the Indian government should lead to positive long-term growth for the nation.
23 Jul 2019
Exaggerating the death of cash
Steve Worthington | Professor at Swinburne University
Don’t toll the bell just yet - cash and cheques have peculiar attractions in even the most modern economies.
18 Jul 2019
IN CHARTS: Australia’s residential property turnaround
Adelaide Timbrell & Felicity Emmett | Economist & Senior Economist, ANZ
Policy easing and changes to interest rates and assessment requirements are lifting Australia’s property sentiment.
17 Jul 2019
Kiwis don’t yield to the curve
Sandeep Parekh | ANZ Foreign Exchange/Rates Strategist
Cause for concern or false alarm? The NZ yield curve frequently inverts - but lacks the recession-predicting ability of its US counterpart.
12 Jul 2019
LONGREAD: infrastructure no longer just roads and bridges
Stuart Fuller | Head of Law, KPMG & Board Member, Asia Society Australia
The traditional concepts of infrastructure - or investment - are being strained by technology and innovation.
09 Jul 2019
The hellship Neptune and perverse incentives
Jason Murphy | Publisher, Thomas the Think Engine
Incentivising negative behaviour (or the absence of positive incentives) can lead to disastrous outcomes, says author Jason Murphy.
02 Jul 2019
Australian healthcare: time for a check-up
Cherelle Murphy & Bansi Madhavani | Senior Economist & Economist, ANZ
Although Australians are living longer, their overall health isn’t so great and that’s weighing down the healthcare industry.
01 Jul 2019
Trade dispute: heading down under
Hayden Dimes & David Plank | Economist & Head of Australian Economics, ANZ
The US-China trade war is opening up a hole in Australia’s GDP – and sinking hopes for a surplus.
28 Jun 2019
Fair dinkum bionic banking
Sam Stewart & Jane Danziger | Global Head of Retail Banking & Head of GAMMA and Marketing, Sales & Pricing Practice at BCG
Satisfaction, trust and personalisation are just some of the customer expectations large institutions must provide to win in the future.
25 Jun 2019
Japan: saying yōkoso to the world
David Lawson | Consul-General & Senior Trade Commissioner, Australian Consulate-General Osaka
Upcoming summits and expos will showcase Japan’s transformation and opportunities for business.
21 Jun 2019
Housing price recovery: just eggs not chickens
Richard Yetsenga & Felicity Emmett | Chief Economist and Senior Economist at ANZ
The Australian housing market may be starting to improve but not as dramatically as expected.
18 Jun 2019
Kiwi trees a green army
Susan Kilsby & Sharon Zollner | NZ Agriculture Economist and NZ Chief Economist at ANZ
With almost half of New Zealand’s carbon emissions coming from agri, can forestry help the nation meet its climate change goals?
17 Jun 2019
Property lessons from abroad
Daniel Gradwell | Associate Director - Property, ANZ
Long-term outlooks and diversification are helping China stay on top of residential development.
14 Jun 2019
Australia-ASEAN-New Zealand: a trade agreement with pay off
Melissa Conley Tyler | Director of Diplomacy, Asialink
Free trade agreements can sometimes cause more trouble than their worth but one cross-region pact is doing surprisingly well.
12 Jun 2019
Avoiding the zero-sum game in the Pacific
Tony Walker | Author and Political Analyst
Ahead of the next G20 Summit in Osaka, Australia must surely navigate the testy relationship between the US and China.
11 Jun 2019
Waiting on China’s ascendance
Richard Yetsenga | ANZ chief economist
China’s private sector is facing a make-or-break scenario as the region’s access to credit hangs in the balance.
06 Jun 2019
IN CHARTS: is the great Australian dream a thing of the past?
Melissa Currie | Creative Content Producer, bluenotes
With housing affordability the best since 2016, for many Australians owning their own home could be back within reach.
04 Jun 2019
Tasmania: the southern state’s heading north
Cherelle Murphy | Senior Economist, ANZ
Tasmanians are enjoying robust economic conditions but housing and employment remain a concern according to ANZ Research.
31 May 2019
NZ Budget 19: take it to the limit
Miles Workman | Senior NZ Economist, ANZ
New Zealand’s 2019-20 Budget increases Government spending supported by an optimistic economic outlook from the Treasury.
29 May 2019
Stateometer: one tortoise, many hares
Cherelle Murphy & Jack Chambers | Senior Economist & Market Economist, ANZ
It was a case of the tortoise and hares in the latest ANZ Stateometer. The slow and steady South Australia won the race.
24 May 2019
NZ Budget preview: more than a feeling
Miles Workman | Senior NZ Economist, ANZ
The New Zealand Government’s books are in good shape ahead of the 2019-20 Budget and Treasury forecasts should show this persisting.
14 May 2019
Household budget pressures: it’s a long way to the shop
Adelaide Timbrell & David Plank | Economist & Head of Aus Economics, ANZ
Australian households are moving their spending away from retail to other goods and services, says ANZ Research.
10 May 2019
Machine learning: change the way you think
Shane White | Content Manager - Institutional, ANZ
Increasing productivity returns and solving big problems are just some of the benefits of machine-learning algorithms.
26 Apr 2019
Why bother surcharging?
Steve Worthington | Professor at Swinburne University
Regulation around surcharging keeps changing and has become more confusing for retailers and consumers alike.
24 Apr 2019
VIDEO: it’s a steep learning curve on yield
Richard Yetsenga | ANZ chief economist
Assessments of the US yield curve risk being too dogmatic, says ANZ Chief Economist.
18 Apr 2019
China-US tensions: the view from Japan
Mark Skulley | Freelance journalist
Escalating US-China tensions have led to a new type of cold war, according to a leading Japanese academic.
16 Apr 2019
The Asian Century: more than just China
Tony Walker | Author and Political Analyst
Asian economies are continuing to accelerate. So is Australia becoming an accidental geographic beneficiary?
15 Apr 2019
Q&A: the Asian century never ended
Shane White | Content Manager - Institutional, ANZ
ANZ’s Farhan Faruqui outlines the bank’s plans in an Asian region still brimming with opportunity for business.
05 Apr 2019
FEDERAL BUDGET 2019: Labor’s alternative
David Plank | Head of Australian Economics at ANZ
Some were disappointed with the 2019-20 Australian Federal Budget, does this simply reflect the focus on tax cuts?
03 Apr 2019
FEDERAL BUDGET 2019: full coverage
bluenotes contributors |
bluenotes presents comprehensive coverage of the 2019-20 Australian Federal Budget.
03 Apr 2019
FEDERAL BUDGET 2019: back to black with an election to come
Cherelle Murphy | Senior Economist, ANZ
As expected, cuts to personal income taxes and big infrastructure spending dominated the 2019-20 Australian Federal Budget.
03 Apr 2019
FEDERAL BUDGET 2019: reaching peak budget
Richard Yetsenga | ANZ chief economist
Structural changes occurring in Australia are starting to impact the budget more forcefully, particularly demographic changes.
03 Apr 2019
FEDERAL BUDGET 2019: the graphic truth
David Plank | Head of Australian Economics at ANZ
Tax, outlook, health, infrastructure, the key numbers of Federal Budget in pictures.
03 Apr 2019
FEDERAL BUDGET 2019: small business perks
Isaac Rankin | Managing Director - Commercial, ANZ
Tax write-offs and funding for apprenticeships are some of the promises for SMEs from the 2019-20 Australian Federal Budget.
28 Mar 2019
FEDERAL BUDGET 2019: tax relief and congestion busting
Cherelle Murphy | Senior Economist, ANZ
Personal income tax cuts and new infrastructure spending set to be announced in the 2019-20 Australian Federal Budget.
12 Mar 2019
China under the spotlight
Raymond Yeung | Chief Economist Greater China, ANZ
China’s trade war with the US has highlighted areas of improvement for its future economy.
05 Mar 2019
Stateometer: softening momentum spreads through the east coast
Cherelle Murphy & Jack Chambers | Senior Economist & Market Economist, ANZ
Softening economic momentum suggests credit tightness is beginning to hit smaller states.
01 Mar 2019
INFOGRAPHIC: LGBTIQ+ rights across the globe
Melissa Currie | Creative Content Producer, bluenotes
It seems the world still has a way to go for LGBTIQ+ rights and employment discrimination.
28 Feb 2019
Bishop: an uncertain world needs leadership not populism
Shane White | Content Manager - Institutional, ANZ
Outgoing MP and Former Australian Foreign Minister discusses the importance of strong leadership in times of global upheaval.
26 Feb 2019
Investors prepare for challenging year
Mark Rider | Chief Investment Officer, ANZ Wealth
Sharemarkets may have rebounded early but the market volatility of 2018 is expected to continue this year.
25 Feb 2019
The economics of elections
David Plank & Bansi Madhavani | Head of Australian Economics & Economist, ANZ
People often think the economy slows as elections get close - the reality is more complicated.
14 Feb 2019
Asia: Not all in the same boat
Khoon Goh | Head of Asia Research, ANZ
Concern about Asia’s economy is growing but positive signs exist.
05 Feb 2019
Is Asia facing further downside risk?
Irene Cheung & Raymond Yeung | Senior Strategist, Asia & Chief Economist, Greater China, ANZ
China manufacturing is as weak as it has been for years. How will the rest of Asia hold up?
29 Jan 2019
ASEAN: economic community can step up
Luke Hunt | Journalist & Asian correspondent
Further liberalisation is needed within the ASEAN Economic Community for future growth.
24 Jan 2019
NZ truckometer: lower revs
Sharon Zollner | Chief Economist New Zealand, ANZ
Trucks and cars can tell you a lot about the economy – and NZ might be losing some grunt.
14 Jan 2019
Aus residential property: little sign of optimism
David Plank | Head of Australian Economics at ANZ
The latest ANZ-Property Council data shows confidence is now at its lowest level since the survey commenced in 2011.
10 Jan 2019
Asia: not so bleak after all
Sanjay Mathur | Chief Economist Southeast Asia & India, ANZ
The scope for further shocks to financial markets hitting Asia’s economic bottom line has shrunk.
14 Dec 2018
Spreading the gospel of B2R
Peter Thomas | State Director, Property – Business & Private Banking, ANZ
Innovative property models like B2R could change the market – if the word gets out.
12 Dec 2018
The shifting power balance in housing
Jo Masters & Richard Yetsenga | Former Senior Economist & Chief Economist, ANZ
Both of the key drivers of house prices have now pretty much hit their limits.
07 Dec 2018
G20, the US and China: omens not good
Tony Walker | Author and Political Analyst
The dust has settled on a melodramatic G20 summit in Buenos Aires with trade and tariffs hitting a speed bump.
05 Dec 2018
South east Asia’s infinite capacity for surprise
Greg Earl | Writer, editor and consultant
It's not just China. South east Asia’s growth is becoming impossible to ignore and it’s happening at Australia’s front door.
30 Nov 2018
Why Chinese exports are not going to collapse
Richard Yetsenga | ANZ chief economist
The US-China relationship (or lack thereof) continues to make headlines with trade and tariffs a key focus.
28 Nov 2018
Q&A: the way forward for the US & China
Andrew Cornell | Managing Editor, bluenotes
ESM Goh Chok Tong chats about Trump, the kind of China the world wants to see and Singapore’s next PM.
27 Nov 2018
How to close the trillion-dollar trade-finance gap
Mark Evans | Managing Director Transaction Banking, ANZ
Businesses can’t access the capital they need to grow. Here’s why – and what can be done to solve the problem.
26 Nov 2018
Powering PNG
Nick Easingwood & Mark Baker | Director – Project and Export Finance & MD PNG, ANZ
New international partnership hopes to assist in developing a reliable energy supply for Papua New Guinea.
21 Nov 2018
Stateometer: housing trouble
Cherelle Murphy & Jack Chambers | Senior Economist & Market Economist, ANZ
Continued weakness in Australia’s residential property markets helped dampen economic growth in the September quarter.
14 Nov 2018
Goh on China, the US & a looming Thucydides trap
Emeritus Senior Minister Goh Chok Tong | Former Prime Minister of Singapore
The question is no longer if China & the US will collide - but when and what form it will take.
13 Nov 2018
What’s ahead for markets after the US elections?
Mark Rider & Shane Lee | Chief Investment Officer & Asset Allocation Strategist at ANZ
Complications mean the implications of this result will be felt well into the long term.
09 Nov 2018
A tale of five cities
Daniel Gradwell & Brad Williamson | Senior Economist & State Director, Property – Business & Private Banking, ANZ
Property sentiment is tanking – but look outside NSW & Victoria and the story is a little different.
07 Nov 2018
New world order: trading up
Tony Walker | Author and Political Analyst
The intangibles of an agreement drawing Australia and its neighbours closer may prove the biggest benefit.
29 Oct 2018
Australia's China exposure is overexposed
Richard Yetsenga | ANZ chief economist
Australia is exposed to China but not singularly exposed.
19 Oct 2018
The ASEAN opportunity continues to excel
Khoon Goh | Head of Asia Research, ANZ
The scale of the ASEAN opportunity is still often underestimated by Australian business.
12 Oct 2018
Slim Secret’s secrets to China
Mark Hand | Group Executive Australia Retail and Commercial Banking, ANZ
Australian health snack brand Slim Secrets made it big by helping Chinese consumers stay small.
11 Oct 2018
Down, down, sentiment is down
Daniel Gradwell | Associate Director - Property, ANZ
Sentiment in the residential property segment has fallen to the lowest level since 2012.
11 Oct 2018
New world order: stuck in the middle with Trump
Tony Walker | Author and Political Analyst
The US-China trade war will not be good for Australia – particularly the agribusiness sector.
10 Oct 2018
The quick (and the rest) in treasury
Farhan Faruqui | Group Executive International, ANZ
The rapidly evolving financial landscape is ensuring the shift from operational treasury to strategic treasury is virtually complete.
04 Oct 2018
NZ households: building buffers but still vulnerable
Liz Kendall | Senior New Zealand Economist at ANZ
Since 2008, household debt in NZ has remained elevated. But households have been building their equity buffers.
04 Oct 2018
Construction concern
Daniel Gradwell and Joanne Masters | Senior Economists at ANZ Research
Housing work under construction will support the market in the near term but the outlook for 2020 is darker.
04 Oct 2018
What does success look like in housing policy?
Joanne Masters & Richard Yetsenga | Senior Economist & Chief Economist, ANZ
Improving housing affordability is important but not everyone will (or should) own a home. Choice is an overlooked factor in the debate.
02 Oct 2018
NZ’s productivity problem
Tony Field | bluenotes contributor
NZ businesses are being urged to invest in innovation to boost their productivity.
02 Oct 2018
The opportunities of Malaysia’s nation building
Brett Stevens | Commissioner for Victoria to Southeast Asia
Malaysia’s political shakeup highlights Southeast Asia infrastructure opportunities.
02 Oct 2018
Housing is weak but it won’t last forever
Daniel Gradwell and Joanne Masters | Senior Economists at ANZ Research
It’s tough out there but the outlook for eventual stabilisation remains on track, ANZ Research suggests.
01 Oct 2018
There’s more to China than Beijing
Nick Henderson | Director, Asialink Business’ China Practice
China’s second-tier urban centres may be ‘smaller’ by China’s standards but have markets larger than some countries.
24 Sep 2018
How to cut the red tape hurting super savers
Kevin Davis & Rodney Maddock | Professors, Australian Centre for Financial Studies, Monash University
The unintended consequences of bank regulation unnecessarily short-changes super savers – but there’s a relatively low-cost fix.
21 Sep 2018
LONGREAD: the silicon Silk Road
Farhan Faruqui | Group Executive International, ANZ
Globalisation and changing demographics are fundamentally transforming the structure of trade.
19 Sep 2018
It could have been worse
Andrew Cornell | Managing Editor, bluenotes
The global economy survived a crisis, Australia dodged a recession, Wall St bankers were bailed out. Not everyone was happy with the response but what else should have been done?
13 Sep 2018
The other side of the infrastructure boom
Daniel Gradwell | Associate Director - Property, ANZ
Australia’s $120bn in construction projects a boon for the economy but rising cost pressures a real risk.
12 Sep 2018
LONGREAD: how the pacific six punch above their weight
Kishti Sen & Tom Kenny | International Economist & Senior International Economist, ANZ
Pacific region set to catch spillover from prosperous Asia; foreign aid, exports & remittances key growth drivers.
12 Sep 2018
Lessons learned (& forgotten) from the crisis
Andrew Cornell | Managing Editor, bluenotes
The Australian financial system endured the GFC as well as any in the world. What happened?
11 Sep 2018
A tale of two sectors in NZ
Antony Buick-Constable | Acting CEO, New Zealand Bankers’ Association
Far from stepping back banks are backing the construction industry during the building boom.
10 Sep 2018
New world order: the US’ missing APAC ‘pivot’
Tony Walker | Author and Political Analyst
Whatever happened to America’s turn toward the Asia Pacific?
05 Sep 2018
India will solve its banking crisis – but what happens then?
Richard Yetsenga & Sanjay Mathur | Chief Economist & Chief Economist, SE Asia & India, ANZ
India’s troubles shall pass – but don’t assume lending will return with vigour in quick succession.
27 Aug 2018
NZ housing: snakes and ladders
Elizabeth Kendall | Senior Economist, ANZ NZ
Are New Zealand’s ongoing high prices in the housing market harming productivity?
27 Aug 2018
Vietnam: a 20 year growth story
Khoon Goh | Head of Asia Research, ANZ
Positive growth outlook for Vietnam as it continues to attract inward foreign direct investment.
24 Aug 2018
Tougher times: how the drought is impacting GDP
Felicity Emmett | Head of Australian Economics, ANZ
Australian farmers are currently experiencing the most serious drought since 2003 and it’s beginning to impact GDP.
23 Aug 2018
The 25 million person housing problem
Daniel Gradwell | Associate Director - Property, ANZ
Australia’s population has just tipped 25 million – so what does this mean for the housing market?
23 Aug 2018
Stateometer: cooling down
Cherelle Murphy & Jack Chambers | Senior Economist & Market Economist, ANZ
The economy’s momentum slowed into Autumn and Winter this quarter, data shows.
21 Aug 2018
Soaking up supply in the Sunshine state
Joanne Masters & Richard Yetsenga | Senior Economist & Chief Economist, ANZ
The focus of Australia’s national housing market has long been Sydney and Melbourne, but things are playing out differently in Brisbane.
20 Aug 2018
China dials back on debt
Mark Rider | Chief Investment Officer, ANZ Wealth
The rapid growth in debt has now slowed in China. What’s next?
14 Aug 2018
Build to rent? Not quite yet
David Oudshoorn | State Director, Property – Business & Private Banking, ANZ
While the build to rent model has a lot of promise, does it have what it takes to compete with the Australian Dream of owning a home?
13 Aug 2018
House prices? Let me google that for you
Jo Masters, Giulia Lavinia Specchia & David Plank | Senior Economist, FX Strategist & Head of Australian Economics, ANZ
The credit squeeze is affecting house prices, but a new indicator from ANZ suggests a stabilisation could be on the way.
10 Aug 2018
Māori business: a driving force in NZ’s economy
Siobhan Enright | bluenotes contributor
Māori businesses are booming and there’s a lot to be learnt from them.
10 Aug 2018
Pakihi Māori: he wāhanga nui i roto i te ōhanga o Aotearoa
Siobhan Enright | bluenotes contributor
Kei te puāwai ngā pakihi Māori, ā, he nui ngā akoranga ka puta i a rātau.
10 Aug 2018
New world order: a hard place
Tony Walker | Author and Political Analyst
Washington’s ability to enforce its Iranian sanctions regime globally will meet significant resistance.
09 Aug 2018
How Australia works
David Plank | Head of Australian Economics at ANZ
The HILDA Survey data casts a light on how Australians are coping - or not coping - with their household and economic situations.
08 Aug 2018
Japan’s point of no return
Richard Yetsenga | ANZ chief economist
There’s a laundry list of countries hoping Japan has a winning game plan for its ageing population.
07 Aug 2018
INFOGRAPHIC: a sharp right toward the future
Tim Suffield & Graham Kerr | Associate Director, Client Insights and Solutions & State Director, Emerging Corporate, ANZ
Is road transport in Australia turning the corner? We take an interactive look at the sector.
06 Aug 2018
Another winter of discontent in NZ?
Sharon Zollner | Chief Economist New Zealand, ANZ
Will falling business confidence derail near-term GDP growth? It depends...
03 Aug 2018
Taking control on energy
Luke Menzel | CEO, Energy Efficiency Council Australia
Gas prices are skyrocketing and gas intensive manufacturers are bearing the brunt. There are ways to take back control – here’s how.
30 Jul 2018
Commodities & the trade war in 10 charts
Daniel Hynes | Senior Commodity Strategist, ANZ
We’re told trade wars are easy to win but that doesn’t mean there is no collateral damage.
26 Jul 2018
Australia’s red card for energy efficiency
Luke Menzel | CEO, Energy Efficiency Council Australia
Two pieces of bad news for Australia in June, one hitting the headlines but the other more worrying for the long term.
20 Jul 2018
Shake off any rate cut ideas in NZ
Philip Borkin | Senior Economist, ANZ
NZ’s latest CPI suggests no rate cuts are around the corner – and so does the Taylor Rule.
17 Jul 2018
Down by the GBA
Ivy Au Yeung | Chief Executive Officer ANZ Hong Kong
China’s greater bay area opens huge opportunities for faster growth in the world’s second-largest economy.
12 Jul 2018
Is the Australian housing market over the hill?
Daniel Gradwell & David Plank | Economist & Head of Australian Economics, ANZ
Confidence in Australia’s housing market has fallen sharply according to the newest ANZ-PCA report.
12 Jul 2018
bluenotes debate: the renewable future
Andrew Cornell | Managing Editor, bluenotes
We chat to a panel of experts about the future slate for renewable energy in Australia.
10 Jul 2018
Risk, football and picking winners
Didier Magloire | Global Head of Financial Institutions, Sovereign & Country Risk Management, ANZ
Building a predicative model for football tournament is not hugely different from assessing financial services risk, it turns out.
09 Jul 2018
New world order: on the precipice of a trade war
Tony Walker | Author and Political Analyst
It’s undeniable growth will be affected by any disruption to global trade.
09 Jul 2018
Building Fiji’s future
Kishti Sen & Tom Kenny | International Economist & Senior International Economist, ANZ
Fiji’s latest National Budget has a strong focus on infrastructure spending.
06 Jul 2018
Why does economic progress of Australia’s women keep stalling?
Bianca Hartge-Hazelman | Founder, Financy Women’s Index
Lingering debate still exists as to whether the economic progress of women is needed at all. One expert explains why this is plainly wrong.
05 Jul 2018
The economist vs the machine
Jack Chambers & David Plank | Economist & Head of Australian Economics, ANZ
Big data is playing an increasing role in economic analysis – but new research suggests robots won’t be replacing economists just yet.
04 Jul 2018
Australian housing: markets within markets
Daniel Gradwell | Associate Director - Property, ANZ
Housing prices may be cooling but things may not all be as they seem if you look a little closer.
03 Jul 2018
The upside of Trump’s trade trials - yes, upside
Alan Mitchell | Former AFR Economics Editor
Keep calm as Trump carries on: current uncertainty is a good reminder of the importance of supporting free trade.
29 Jun 2018
Listen up: what the yield curve has to say
Mark Rider | Chief Investment Officer, ANZ Wealth
The state of the yield curve is beginning to dominate conversations about the market. Here’s what it means.
28 Jun 2018
Let’s not waste time on the why
Richard Yetsenga | ANZ chief economist
As the spotlight falls on the US yield curve, ANZ Research looks at what this means for credit risk.
28 Jun 2018
NZ foreign buyers: going, going, gone
Elizabeth Kendall | Senior Economist, ANZ NZ
Will proposed amendments to NZ’s foreign buyer rules fix the housing problem or create new issues?
27 Jun 2018
PODCAST: both sides of price transparency
Richard Grayson | Head of Health, Business and Private Banking, ANZ
Transparency around healthcare prices could have an unintentional effect, expert suggests.
26 Jun 2018
Cash and the black economy
Steve Worthington | Professor at Swinburne University
Much has been written about Australia’s move to a cashless society, do the numbers really stack up?
20 Jun 2018
Growing pains in the health sector
Richard Grayson | Head of Health, Business and Private Banking, ANZ
The outlook is good for medical specialists but median hourly earnings are increasing slower than the benchmark.
19 Jun 2018
The bright new dawn for Timor-Leste
Andrew Young | CEO Timor-Leste, ANZ
Resolution of government impasse paves way for further growth in Pacific-island nation.
19 Jun 2018
Tighter times in property
Daniel Gradwell and Joanne Masters | Senior Economists at ANZ Research
Australia’s housing market has proven less resilient than anticipated, and further price falls are likely.
15 Jun 2018
Fiji’s good run continues
Kishti Sen & Tom Kenny | International Economist & Senior International Economist, ANZ
Despite frequent shocks from natural disasters, Fiji’s economy is continuing to grow.
12 Jun 2018
How much longer can this go on?
Mark Rider | Chief Investment Officer, ANZ Wealth
ANZ Wealth’s CIO looks at predictions for a volatile market this quarter.
07 Jun 2018
IN CHARTS: the outlook for gold, LNG & oil
Daniel Hynes & Soni Kumari | Senior Commodities Analyst & Commodities Strategist, ANZ
China’s green shift keeps driving LNG demand; gold to return as safe haven.
06 Jun 2018
The digital sun is rising in south east Asia
Donna Webster | Director of Capability Development, Asialink Business
The digital economy is transforming every aspect of social and business life in ASEAN regions.
05 Jun 2018
NZ household debt in perspective
Miles Workman | Senior NZ Economist, ANZ
High levels of household debt in NZ are manageable because interest rates are low – for now.
31 May 2018
What the FIRB data really means
Daniel Gradwell | Associate Director - Property, ANZ
Recent data from the FIRB have shifted the discussion on foreign housing demand in Australia. Here’s what’s really going on.
31 May 2018
NZ’s super super problem
Miles Workman & Sharon Zollner | Economist & Chief Economist, ANZ NZ
Are we all just choosing to turn a blind eye on NZ’s unsustainable superannuation system?
30 May 2018
The reforms SA business owners need
Alan Read | SA Corporate Agriculture Director, ANZ
We chat with a panel of experts on the impact of South Australia’s state budget on business conditions in the region.
25 May 2018
ZTE & China’s electronics battlefield
Raymond Yeung & Kaushik Baidya | Chief Economist Greater China & Economist, ANZ
ZTE incident will surely spur China’s domestic chip production and R&D activity.
23 May 2018
Stateometer: housing drags on key state
Cherelle Murphy & Jack Chambers | Senior Economist & Market Economist, ANZ
Growth in NSW decelerates and population stats point to house prices; Vic, SA and Qld accelerate.
18 May 2018
Australia – what’s the plan?
Richard Yetsenga | ANZ chief economist
Missing from the 2018 budget was an overall sense of narrative – something the country will need amid coming uncertainty.
17 May 2018
NZ Budget18: no surprises
Miles Workman & Sharon Zollner | Economist & Chief Economist, ANZ NZ
Prudent pragmatism is the order of the day in New Zealand.
14 May 2018
BUDGET 2018: here’s to our health
Richard Grayson | Head of Health, Business and Private Banking, ANZ
Australia’s federal government has unveiled a suite of budget measures which should help ease the transition to an ageing population.
10 May 2018
The ten biggest Twitter themes of #Budget18
Shane White | Content Manager - Institutional, ANZ
We share a brief look at the biggest themes on Twitter from #Budget2018.
09 May 2018
BUDGET 2018, in pictures
Joanne Masters | Former Senior Economist, ANZ
We’ve broken down the budget into an easily digestible visual format.
09 May 2018
BUDGET 2018: five key takeaways for SMEs
Guy Mendelson | Portfolio Lead - Business Owners, ANZ
More support, opportunities and relief highlight the benefits for Australian small-business owners from the 2018 budget.
09 May 2018
BUDGET 2018, in tweets
Shane White | Content Manager - Institutional, ANZ
See what some of Australia’s most-respected commentators said on Twitter in the aftermath of #Budget2018.
09 May 2018
BUDGET 2018: does no harm
Richard Yetsenga | ANZ chief economist
Australia’s better-than-expected tax revenues haven’t failed to disappoint, ANZ’s Chief Economist says on video.
09 May 2018
BUDGET 2018: wealthy, healthy & prizes
Cherelle Murphy & Jack Chambers | Senior Economist & Market Economist, ANZ
This year’s budget has some for the household wallet, some for health and some for the government’s piggy bank.
08 May 2018
Australian budget 2018: full coverage
bluenotes contributors |
bluenotes presents comprehensive coverage of the 2018-19 Australian federal budget.
08 May 2018
NZ’s moo-t point on the environment
Sharon Zollner | Chief Economist New Zealand, ANZ
New Zealand faces many challenges to ensure they reach their emissions targets by 2050.
07 May 2018
China’s not-so-secret competitiveness weapon
Betty Wang & Raymond Yeung | Senior China Economist & Chief Economist Greater China, ANZ
The Guangdong-Hong Kong-Macao Greater Bay Area is a recipe for China’s global integration plan.
03 May 2018
She's apples on the Tassie outlook
Gareth Arbuthnot | State Manager Business Banking Vic/Tas, ANZ
Tasmania’s economic situation is solid – and with the right decisions there could be further good news ahead.
30 Apr 2018
Budget 2018: lattes, fares and flexibility
Cherelle Murphy | Senior Economist, ANZ
Expect a smaller underlying cash deficit for 2017-18 than previously projected.
25 Apr 2018
Yeo on Singapore, ASEAN and the rise of China
Andrew Cornell | Managing Editor, bluenotes
Eminent Singaporean George Yeo shares his insights and comparatively dovish view on China’s rise.
25 Apr 2018
ON THE COUCH: China, the second sun in the firmament
Andrew Cornell | Managing Editor, bluenotes
George Yeo sits down with bluenotes to Chat about the geopolitical disruption of China.
20 Apr 2018
LONGREAD: tech shock > China shock
Richard Yetsenga | ANZ chief economist
Technology is challenging the economic order far more than China ever did.
20 Apr 2018
PNG is on the cusp of a super cycle in mining investment
Dr Kishti Sen | International economist, ANZ
Short-term growth in the Pacific nation will remain subdued but longer-term prospects are more encouraging.
18 Apr 2018
House prices still on track for 2% growth
Jack Chambers & Jo Masters | Economist & Senior Economist, ANZ
Shifting RBA rate expectations have not materially changed the outlook for house price growth.
13 Apr 2018
Australia's global marketplaces
Jason Aravanis | Senior Industry Analyst, IBISWorld
Australian companies are increasingly looking to international markets for revenue.
11 Apr 2018
China commits to reform
Betty Wang | Senior China Economist, ANZ
New Governor of People’s Bank of China lays out timelines for country’s economic reforms.
10 Apr 2018
Soft landing in sight for Aus housing
David Plank & Joanne Masters | Head of Australian Economics & Senior Economist, ANZ
As the housing credit impulse turns up, ANZ Research sees the market in recovery mode by the second half of 2018.
09 Apr 2018
Emerging Asia: not so young after all
Eugenia Victorino | Economist, ANZ
A demographic transition is under way in Emerging Asia, what will this mean for growth?
03 Apr 2018
Hong Kong: from gateway to highway
Raymond Yeung | Chief Economist Greater China, ANZ
Is Hong Kong starting to lose its edge in merchandise trade?
27 Mar 2018
Australian agtech’s Asian advance
Mark Whelan | Group Executive Institutional, ANZ
Agri growth in ASEAN is poised to follow the China blueprint – and Australian exporters can take advantage.
22 Mar 2018
Non-banks to take greater slice of corporate loan market
Shane White | Content Manager - Institutional, ANZ
Australia’s syndicated loan market will keep expanding – with non-banks a key driver.
22 Mar 2018
Singapore’s growth potential understated
Khoon Goh | Head of Asia Research, ANZ
A stronger growth forecast in Singapore is due to two key domestic drivers of growth, says ANZ’s Head of Asia Research.
20 Mar 2018
Ausbiz goes bullish on ASEAN
Elizabeth Rudall | bluenotes contributor
Survey shows growing commitment to boost trade and investment in Southeast Asia.
19 Mar 2018
Tariffs: for better or worse - usually worse
Alan Mitchell | Former AFR Economics Editor
Donald Trump believes his tariffs will be good for the American economy but history shows otherwise.
19 Mar 2018
New world order: Turnbull - Trump’s man of steel
Tony Walker | Author and Political Analyst
A weakening of the WTO’s authority has the potential to upset a delicate global trading balance amid a mercantilist China’s rise.
19 Mar 2018
What’s not next for a city in knots
Jean-Paul Pelosi | Freelance journalist
There’s a gap between Sydney’s desire to be a global centre and its physical shape. What needs to change?
16 Mar 2018
Singapore an engine for two-way trade
David Green | CEO Singapore and Head of South East Asia, India & Middle East, ANZ
Singapore’s historic role in the ASEAN region continues to become even more significant.
15 Mar 2018
ASEAN in Australia: full coverage
Mark Whelan | Group Executive Institutional, ANZ
We bring you views and insights on what lies ahead for the ASEAN-Australian Special Summit.
15 Mar 2018
Australia’s key role in the ASEAN economy
Mark Whelan | Group Executive Institutional, ANZ
The importance of the growing economic scale of ASEAN cannot be underestimated.
15 Mar 2018
ASEAN rising: four unique trends shaping a dynamic market
Megan Mulia | Director Research and Information, Asialink Business
Over 2,500 organisations and individuals were asked about changes in ASEAN for Aussie businesses – here’s what they said.
15 Mar 2018
ASEAN’s agri imports and exports in five charts
Michael Whitehead | Director Industry Insights and Agribusiness, ANZ
Research by ANZ shows trade in agri consumption products with ASEAN regions is peaking.
13 Mar 2018
ASEAN: the case for diversification
Khoon Goh | Head of Asia Research, ANZ
ANZ’s Head of Asia Research discusses the need for Australia’s trade and investment engagement with ASEAN to diversify.
09 Mar 2018
China cash to hang around in bonds
Shane White | Content Manager - Institutional, ANZ
China’s bond-buying splurge across the Asia Pacific looks set to continue, expert says.
09 Mar 2018
Trump’s self-inflicted trade problem
Richard Yetsenga | ANZ chief economist
The US is caught in a pincer movement of its own making on trade.
05 Mar 2018
Asia demand for $A bonds here to stay
Shane White | Content Manager - Institutional, ANZ
Telstra Group treasurer says flow of liquidity out of Asia into $A bonds will likely continue.
28 Feb 2018
NZ productivity: not too shabby (but improvement needed)
Philip Borkin | Senior Economist, ANZ
Sure, the figures looked bad but the latest productivity snapshot for New Zealand is a little more promising. More please.
27 Feb 2018
Singapore on front foot over demographic challenges
Khoon Goh | Head of Asia Research, ANZ
City nation set to raise GST rate in order to stave off ageing population issues.
23 Feb 2018
Event economics: faster, higher, stronger…
Jason Murphy | Publisher, Thomas the Think Engine
The Winter Games are wrapping up in Pyeongchang but the economic impact – whichever way it goes – will last for some time.
21 Feb 2018
Stateometer: national strength
Cherelle Murphy | Senior Economist, ANZ
Differences faded across Australia’s states and territories in December quarter, reading shows.
12 Feb 2018
China’s savings, offshore investment, in charts
Raymond Yeung & Kaushik Baidya | Chief Economist Greater China & Economist, ANZ
The domestic Chinese environment is becoming less supportive of low-risk investments.
08 Feb 2018
New world order: Trump, trade & the TPP
Tony Walker | Author and Political Analyst
US involvement in the new TPP would not be simple given the remaining participants have re-negotiated its terms.
08 Feb 2018
Good times fade away on markets
Mark Rider | Chief Investment Officer, ANZ Wealth
Crashes aside, don’t expect a repeat of the double-digit market returns of 2017.
05 Feb 2018
The NZ economy in four charts
Sharon Zollner | Chief Economist New Zealand, ANZ
The abrupt moderation in NZ housing suggests the economy is about to screech to a halt –but this time it’s different.
31 Jan 2018
What the new TPP means for Asia’s shifting winds
Philipp Ivanov | Chief Executive Officer, Asia Society Australia
The TPP lives again but policymakers have much to do to repair the good name of trade.
22 Jan 2018
The future of property in two charts & a podcast
Shane White & Jemma Wight | Senior production editor & production editor, bluenotes
What lies ahead for the property market? Forecasts are mixed.
22 Jan 2018
Is China’s new economic focus working?
Dr Lauren Johnston | McKenzie Postdoctoral Fellow at the Melbourne Institute, University of Melbourne
The new economic era in China is well underway and its impacts are being felt widely.
18 Jan 2018
Is this as good as it gets for the economy?
Richard Yetsenga | ANZ chief economist
Let’s welcome the global recovery and take advantage of it - but the chances of further improvement are minor.
11 Jan 2018
India, the elephant in the shadow of the dragon
Richard Yetsenga | ANZ chief economist
India’s rise is too often compared to those which came before it, rather than on its own merits.
10 Jan 2018
House price growth to slow to 1% then recover
Jack Chambers & David Plank | Economist & Head of Australian Economics, ANZ
New ANZ Research model suggests dwelling price growth will slow but stay positive for 2018.
09 Jan 2018
When Mr Jones met Watanabe san…
Uenishi Hideo | Head of Retail and Wealth Japan, ANZ
Japan’s economy may finally be on a sustainable rise – but the country still needs to diversify its asset allocation.
08 Jan 2018
IN CHARTS: best yet to come for Indonesia
Ronny FRM | Director Loan Syndications & Specialised Finance, PT Bank, ANZ Indonesia
A look at Indonesia’s broader economy reveals room for improvement across GDP.
13 Dec 2017
Asia’s $US-bond boom is just getting started
Trends which have driven record-breaking growth in $US bonds in the region are set to continue into 2018.
08 Dec 2017
Will the pillars of growth hold in 2018?
Richard Yetsenga | ANZ chief economist
Growth has strengthened in 2017 but we expect some moderation throughout the New Year.
07 Dec 2017
Foreign buyers not to blame for house prices
Daniel Gradwell | Associate Director - Property, ANZ
Foreign property buying in Australia has not been the main cause of rapid price growth.
07 Dec 2017
New world order: threading the policy needle
Tony Walker | Author and Political Analyst
Australia’s Foreign Policy White Paper makes progress in coming to terms with the new geopolitical reality.
06 Dec 2017
Is fintech Japan’s next Sony?
Andrew Cornell | Managing Editor, bluenotes
Japan may not be the highest-profile fintech market in the world but it is a particularly interesting one.
05 Dec 2017
Xmas ‘17: ho ho or ho hum for retail?
Mike Ebstein | Director, MWE Consulting
We look at what the data says about the upcoming peak retail season.
04 Dec 2017
Australia’s future in the unmeasurable economy
Alan Mitchell | Former AFR Economics Editor
Labour productivity is in the doldrums and an uncomfortable future is lapping at our feet.
28 Nov 2017
Is the end of the ASX’s lost decade nigh?
Mark Rider | Chief Investment Officer, ANZ Wealth
Australian shares continue to underperform and company earnings may be to blame.
22 Nov 2017
Stateometer: a clearer picture
Cherelle Murphy | Senior Economist, ANZ
Strength in labour market, recovery in mining states sees convergence in ANZ Stateometer.
22 Nov 2017
The Japan, Australia business relationship: 1+1=3
Andrew Cornell | Managing Editor, bluenotes
The opportunity for corporate Australia and Japan to cooperate in third countries is large.
15 Nov 2017
Data vs the war stories in China
Andrew Cornell | Managing Editor, bluenotes
There’s always talk of failures in China, but the data suggest its appetite for foreign business will only grow – and quickly.
15 Nov 2017
Stars are aligning for Singapore growth
Khoon Goh | Head of Asia Research, ANZ
A long-awaited pick-up in business investment should sustain Singapore’s export momentum into 2018.
14 Nov 2017
Megatrends: the next 10 years vs last 50, Pt 2
Damien Klassen | Head of Investments at Nucleus Wealth
The long-term trends which carried markets over the last 50 years are ending.
13 Nov 2017
The China question
Philipp Ivanov | Chief Executive Officer, Asia Society Australia
Can China effectively pursue a political tightening agenda while implementing ambitious reform?
09 Nov 2017
Aus household debt continues to outrun income
David Plank | Head of Australian Economics at ANZ
Ultimately, higher interest rates will be required to bring household debt growth in line with income growth.
08 Nov 2017
New world order: the APEC paradox
Tony Walker | Author and Political Analyst
November’s APEC forum will be the first featuring an American President seemingly out of step with its founding principles.
23 Oct 2017
Megatrends: the next 10 years vs last 50, Pt 1
Damien Klassen | Head of Investments at Nucleus Wealth
A look at the relentless demographic and structural undercurrents which will drive markets in the future.
20 Oct 2017
Navigating the gig economy
Dr Wesley McClendon | Global HR executive, thought leader and executive director, McClendon Research Group, Inc (MRG)
The war for talent isn’t over- the talented have just left the building.
19 Oct 2017
The size of the Asian opportunity has doubled
Mark Hand | Group Executive Australia Retail and Commercial Banking, ANZ
The size of the Asian opportunity for Australian businesses has doubled in the last 12 months to $A278 billion.
18 Oct 2017
LONGREAD: China’s green shift and how Australia should respond
John A Mathews | Professor of strategy at MGSM, Macquarie University
China has adopted a new energy strategy with determination and ambition. Australia needs to position itself strategically.
16 Oct 2017
Kiribati’s story on the front lines
Mark Skulley | Freelance journalist
Kiribati's growth comes as the nation stares down the spectre of climate change.
13 Oct 2017
Scope for growth in NZ, ASEAN trade
Khoon Goh | Head of Asia Research, ANZ
NZ trade with ASEAN is growing but there are several potential areas it can be enhanced.