09 Aug 2022
New Zealand’s economy: on the edge
Miles Workman |
As central banks grapple with inflation and labour shortfalls, New Zealand’s economy will be hoping for a boost from exports and unemployment
Global Economy
05 Aug 2022
Economic shorts: The Labour Force Redeploys
Catherine Birch | Senior Economist, ANZ
While inflation is on the rise a strong labour market may insulate the Australian economy from a sharp deterioration.
04 Aug 2022
Higher Rates and inflation: ending Australia’s decade in the economic doldrums
Richard Yetsenga | Chief Economist, ANZ
With the Reserve Bank of Australia hiking interest rates, how much of those increases will be permanent?
22 Jul 2022
The checkout: tracking Aussie food prices
Madeleine Swan | Director of FBA Insights, ANZ
Australian food bills have increased by more than many other developed countries because of the country’s status as a major food exporter to booming Asian economies.
20 Jul 2022
The cash rate’s balancing act
David Plank | Head of Australian Economics at ANZ
ANZ Research has revised forecasts for Australia’s benchmark interest rate to reflect strong labour market momentum and clear upside risks to inflation.
11 Jul 2022
Ferguson: murky economics to be ongoing
Shane White | Content Manager - Institutional, ANZ
Hopes for a quick resolution to conditions battering global markets may be misplaced, according to author and historian Niall Ferguson.
08 Jul 2022
Aus economy: strong spending at sales, cinemas
Madeline Dunk & David Plank | Economist & Head of Australian Economics, ANZ
End of financial year sales and big-ticket movies drove a solid month of spending in June despite cost of living pressures continuing to bite.
07 Jul 2022
China economy: a gradual shift, more suddenly
Richard Yetsenga | Chief Economist, ANZ
Structural economic shifts in China may have fundamental and far-reaching implications for the population.
06 Jul 2022
Export bans a bump in the road for agri
Michael Whitehead & Natasha Kemp | Head of FBA Insights & Acting Head of FBA, ANZ Institutional
A growing number of agricultural export bans are creating complications for growers. But will the bans have their intended impact?
05 Jul 2022
IN CHARTS: taking pride in participation
Adelaide Timbrell, Bansi Madhavani & Siddhant Kalra | Senior Economists & Senior Research Analyst, ANZ
The growing availability of data sharing insights into diverse communities can help paint a picture of economic contribution.
20 Jun 2022
Economic shorts: a new era of wages, labour
Catherine Birch | Senior Economist, ANZ
As the cost of living continues to bite, will wages be able to keep up in a very tight labour market? And what about inflation?
17 Jun 2022
The economic opportunity as Fiji recovers
Rabih Yazbek | Country Head for Fiji, ANZ
Fiji’s tourism industry was devastated by COVID-19 travel bans but the Pacific nation is finding new ways to thrive.
17 Jun 2022
Patching up after a crisis
Victoria Kanevsky | Contributing editor, BlueNotes
COVID-related lockdowns in Fiji could have left one manufacturing business with nothing. Ongoing support helped with their recovery.
07 Jun 2022
Yetsenga: data lessons from Warhol to the Wisdom of Crowds to Winning Friends
Richard Yetsenga | Chief Economist, ANZ
ANZ Chief Economist outlines his eight guidelines for working with data – from David Beckham to a can of Coke.
31 May 2022
Singapore: cost of living bites
Khoon Goh | Head of Asia Research, ANZ
Global economic shifts can sometimes be felt in seemingly minor ways – such as the price of a chicken rice set.
27 May 2022
Playing catch up on wage growth
Catherine Birch | Senior Economist, ANZ
A solid nominal increase to wages is needed for workers to keep pace with inflation and the rising cost of living.
26 May 2022
IN CHARTS: construction delays don’t impact demand
Adelaide Timbrell | Senior Economist, ANZ
Australia’s construction industry fell behind in the first quarter of 2022. But it wasn’t from a lack of demand.
20 May 2022
Kiwi economy: tougher times ahead?
Miles Workman | Senior NZ Economist, ANZ
New Zealand, like many nations globally, is facing into a very different economic environment for the remainder of 2022 and beyond.
16 May 2022
A berry good outlook for Aus growers
Madeleine Swan | Director of FBA Insights, ANZ
Solid growth in domestic consumption and increased production capacity will bear fruit for Australia’s berry industry.
13 May 2022
Aus housing: rising rates may soften market
Felicity Emmett | Senior Economist, ANZ
Will rising interest rates slow the growth of house prices in Australia? New data show the dream of home ownership may still be out of reach for many.
12 May 2022
IN CHARTS: is renting out of reach in regional Australia?
Eliza Owen | Head of Research Australia, CoreLogic
The latest ANZ CoreLogic Housing Affordability Report shows record low rental affordability in regional Australia where rents can be greater than the cost of servicing a mortgage.
02 May 2022
Economic shorts: watching rates, inflation
Adelaide Timbrell & Catherine Birch | Senior Economists, ANZ
There is a lot of focus on inflation and cash rates in Australia today – and there will be more. But what happens when they move and how does it impact the economy?
29 Apr 2022
Aus agri: expanding relationships in India
Mark Bennett & Michael Whitehead | Head of Aus Agribusiness and Head of FBA Insights, ANZ
The newly signed free trade agreement between Australia and India will create opportunities for growth in parts of the local agri industry.
28 Apr 2022
China economy: growing pains avoided. For now
Betty Wang, Zhaopeng Xing & Raymond Yeung | Senior China Economist, Senior China Strategist & Chief Economist China, ANZ
Ongoing support measure are critical to address underlying growth issues in China despite recent better-than-expected data.
27 Apr 2022
Super cycling to a sustainable future
Andrew Cornell | Managing Editor, bluenotes
The worlds next super-cycle is inevitable. And it will require an innovation and funding super-cycle as fuel.
26 Apr 2022
The co-located future of the CBD
Tony Jansz | Director. Clarence Professional Offices
The COVID-19 pandemic has dramatically changed the purpose of office-based work. Could co-working spaces be the future?
22 Apr 2022
Aus economy: hopping into recovery mode
Adelaide Timbrell | Senior Economist, ANZ
Spending on and interest in travel for the Easter school holidays spiked as Aussies looked forward to enjoying a restriction-free break.
19 Apr 2022
Supplying a more automated future
Shane White | Content Manager - Institutional, ANZ
Transparent, data-driven and automated supply chains will create opportunity and optimism in the future.
14 Apr 2022
The Vault: gold still a geopolitical safe haven
Daniel Hynes & Soni Kumari | Senior Commodities Analyst & Commodities Strategist, ANZ
In the midst of twin crises - pandemic and war - gold remains a good hedge against uncertainty
13 Apr 2022
Financial wellbeing: on the mend but long COVID concerns
Natalie Paine | Social Impact Research and Reporting Lead, ANZ
The ongoing uncertainty of the COVID-19 pandemic is impacting young Australians’ financial wellbeing and their mental health.
12 Apr 2022
Fiji economy: changing gears
Kishti Sen | Pacific Economist, ANZ
The Fijian economy looks set to remain in good shape in 2022 but upstream price pressures such as higher import and unit labour costs are a risk.
08 Apr 2022
India’s central bank buys into digital
Sanjay Mathur & Dhiraj Nim | Chief Economist Southeast Asia & India / Economist & FX Strategist, ANZ
India’s central bank digital currency – the e-Rupee - is slated to make its debut. What are the benefits of an official digital currency and how does it differ from the world of cryptocurrencies?
07 Apr 2022
Road transport: wheels keep turning
Tim Suffield & Dean Evagorou | is Director and Associate Director of Client Insights, ANZ
Australia’s road transport industry is heading uphill in the future. But growth can still accelerate.
30 Mar 2022
Budget 2022-23: feeling the pinch
Adelaide Timbrell | Senior Economist, ANZ
As the cost of living continues to grow, will spending take a hit? Read through the measures promising to take pressure off wallets.
30 Mar 2022
Budget 2022-23: in pictures
David Plank | Head of Australian Economics at ANZ
Sort through the key announcements from the 2022-23 Australian Federal Budget in this easy-to-read infographic.
29 Mar 2022
Budget 2022-23: at a glance
Hayden Dimes & David Plank | Economist & Head of Australian Economics, ANZ
Read through ANZ Research’s reaction to the Government’s plan to support the recovery in an election year.
29 Mar 2022
Budget 2022-23: wins for business
Jenefer Stewart | General Manager Business Banking, ANZ
After a hard few years of restrictions and recovery, business owners can look forward to some support from the Budget.
29 Mar 2022
Budget 2022-23: tightening policy to transition sustainably
Richard Yetsenga | Chief Economist, ANZ
ANZ Chief Economist outlines the aspects of the Budget which caught his eye. And what this means for the shape of the nation.
29 Mar 2022
Budget 2022-23: full coverage
bluenotes contributors |
ANZ has full coverage, analysis and opinion on the release of the 2022-23 Australian Federal Budget and what this means for individual, businesses – big and small – and the economy.
17 Mar 2022
China’s geopolitical balancing act
Betty Wang | Senior China Economist, ANZ
The devastating ongoing Russia-Ukraine conflict will have an impact on China’s external trade flows.
11 Mar 2022
Businesses push through to “new normal”
Jeffery Schrale | Regional Executive for Far North Queensland, ANZ
Business owners have spent the last two years adapting and readapting to changes from COVID-19. Now it’s time to focus on recovery even as times remain challenging.
10 Mar 2022
IN CHARTS: locking down Australian emissions
Catherine Birch | Senior Economist, ANZ
Lockdowns across Australia’s eastern states in Q3 2021 led to a fall in greenhouse gas emissions for the quarter.
08 Mar 2022
IWD 2022: does a rising tide lift all boats?
Richard Yetsenga | Chief Economist, ANZ
Australia is, stubbornly, still a long way from equality. Enabling female opportunity and participation is one way to improve outcomes.
03 Mar 2022
Monitoring the economic damage of crisis
Richard Yetsenga | Chief Economist, ANZ
The ongoing conflict in Ukraine shouldn’t have a major global economic impact outside of Europe. For now.
02 Mar 2022
Budget 2022-23: economic outlook continues to improve
Hayden Dimes & David Plank | Economist & Head of Australian Economics, ANZ
With a federal election around the corner, it’s unlikely the upcoming 2022-23 Budget will see a shift towards fiscal repair.
28 Feb 2022
Balancing the outlook for agriculture
Mark Bennett & Michael Whitehead | Head of Aus Agribusiness and Head of FBA Insights, ANZ
While prices for agri commodities may start to level after some of the extraordinary peaks of 2021, they remain historically very high across the board.
25 Feb 2022
Aus economy: recovering and reopening
Bansi Madhavani | Senior Economist, ANZ
The economic outlook for 2022 is very positive despite momentum hitting a speed bump in the final quarter of last year.
18 Feb 2022
Aus housing: a soft landing
Felicity Emmett & Adelaide Timbrell | Senior Economists, ANZ
After record annual gains, Australia’s housing market is coming off the boil. Expect prices to fall modestly in 2023.
14 Feb 2022
Aus infrastructure: blueprints need review
Catherine Birch | Senior Economist, ANZ
Construction in Australia’s infrastructure sector coped okay through lockdowns but there’s much work to be done to meet lofty targets.
09 Feb 2022
The investment case for net zero carbon
Andrew Cornell | Managing Editor, bluenotes
Trillions of dollars will be needed to even rein in carbon emissions – and that’s more an opportunity than a cost.
07 Feb 2022
IN CHARTS: building back the housing market
Adelaide Timbrell | Senior Economist, ANZ
Australia’s housing market finished off 2022 with a bang in both lending rates and building approvals.
03 Feb 2022
LONGREAD: what’s driving the carbon price in New Zealand?
Susan Kilsby | Agricultural Economist, ANZ New Zealand
Agreements reached at COP-26 paved the way for a global carbon market to develop. What does this mean for prices in NZ?
01 Feb 2022
Does economic prosperity await the Year of the Tiger?
Raymond Yeung, Betty Wang & Zhaopeng Xing | Chief Economist, Greater China, Senior China Economist, Greater China, and China Markets Economist at ANZ
What can be expected of China’s economic outlook in the Year of the Tiger?
31 Jan 2022
Season looking good for food, beverage and agribiz
Ian Hanrahan | Head of FBA Australia, ANZ
The food, beverage and agribusiness sectors must prepare for a number of remaining challenges in 2022. But opportunities are there for those who prepare well.
24 Jan 2022
Investing in a cautiously optimistic outlook for 2022
Lakshman Anantakrishnan | Head of Investment Strategy, Private Banking & Advice, ANZ
Despite many caveats, equities are poised grind higher amidst heightened volatility this year.
21 Jan 2022
LONGREAD: inflation costs us all but some more than others
Finn Robinson & Sharon Zollner | Economist & Chief Economist NZ at ANZ
With inflation running at increasingly high levels, low-income Kiwis are really starting to feel the pinch.
19 Jan 2022
Spending data: Omicron malaise lingers
Adelaide Timbrell | Senior Economist, ANZ
ANZ-observed spending highlights ongoing consumer caution as Omicron infections continue to surge.
07 Dec 2021
Post-pandemic financial security: a way to go
Dr Emily Porter | ANZ Tony Nicholson Research Fellow
COVID-related financial supplements created short-term relief for vulnerable Australians. But their long-term financial wellbeing is still on rocky ground.
24 Nov 2021
Shareholders are stakeholders too
Andrew Cornell | Managing Editor, bluenotes
It’s not capitalism that is driving global warming and growing inequality, it’s the humans making the rules behind it. And they can change them.
23 Nov 2021
COP26: time to walk the talk
Richard Yetsenga | Chief Economist, ANZ
Businesses and governments may have formed a plan for a sustainable future at the recent COP26 conference. Now they need to deliver on the plan.
19 Nov 2021
Back in black: spending surges at sales
Adelaide Timbrell | Senior Economist, ANZ
American-style pre-Christmas sales are driving spending in Australia and encouraging a strong economic reopening.
11 Nov 2021
Tourism touches down in Fiji
Nathan Wilson | Head of Commercial Banking Fiji, ANZ
Following a highly successful vaccination campaign and stringent COVID-19 safety protocols, Fiji is ready to accept tourists once again and rebuild the economy.
04 Nov 2021
More than recycling: impacts of a more circular economy
Adelaide Timbrell & Catherine Birch | Senior Economists, ANZ
A transition to a more circular economy is necessary to significantly reduce environmental impact while still growing the economy and lifting living standards.
26 Oct 2021
IN CHARTS: Melbourne’s first stage of reopening
Adelaide Timbrell | Senior Economist, ANZ
Melbournians celebrated the first weekend out of lockdown with beauty services and dining out.
15 Oct 2021
PODCAST: how will housing market perform post-pandemic?
Michael Wake | General Manager for New South Wales and the ACT
COVID-19 created a unique type of recession. This is what it means for economic recovery and the fortunes of Australia’s housing market.
05 Oct 2021
Elliott: businesses prepared for re-opening but remain cautious
Shayne Elliott | Chief Executive Officer, ANZ
ANZ CEO Shayne Elliott says businesses have managed their cashflow and savings incredibly well through the pandemic. But uncertainty will remain for a bit longer.
30 Sep 2021
Aus property: sentiment resilient despite lockdowns
Felicity Emmett | Senior Economist, ANZ
Sentiment in Australia’s property market remains resilient with expectations of a strong economic rebound underpinning confidence.
22 Sep 2021
Major projects: back on tracks
Catherine Birch | Senior Economist, ANZ
Despite concerns about the Delta strain, confidence in Australia’s major projects pipeline is improving.
17 Sep 2021
Rewriting China’s economic glossary
Raymond Yeung | Chief Economist Greater China, ANZ
New economic linguistics in China have placed an emphasis on resource redistribution and interconnectedness.
31 Aug 2021
Aus housing: prices surge despite Delta dampener
Felicity Emmett & Adelaide Timbrell | Senior Economists, ANZ
House prices in Australia are expected to grow more than previously forecast despite ongoing restrictions and growing Delta variant cases.
26 Aug 2021
Stateometer: get locked down, get up again, get locked down…
Bansi Madhavani | Senior Economist, ANZ
Australia’s states and territories are in a strong position to weather the economic shock caused by COVID-19’s Delta variant.
19 Aug 2021
Supply chains: shifting sands
Bansi Madhavani | Senior Economist, ANZ
Diversified supply chains may have increased manufacturing in regions outside China. But it still dominates global trade.
17 Aug 2021
Pacific islands: economic outlook
Kishti Sen & Tom Kenny | International Economist & Senior International Economist, ANZ
It’s been a tough time for Pacific island communities and economic conditions remain a challenge for the rest of 2021.
09 Aug 2021
Southeast Asia: forecast less certain
Sanjay Mathur | Chief Economist Southeast Asia & India, ANZ
Ongoing COVID-19 infections and restrictions have dampened the forecasted recovery in Southeast Asia.
05 Aug 2021
Outlook splits across the ditch
Sharon Zollner & David Plank | NZ Chief Economist & Head of Aus Economics
An unusual gap between the Reserve Banks of Australia and New Zealand is starting to grow.
03 Aug 2021
All lockdowns are not created equal
David Plank & Felicity Emmett | Head of Australian Economics & Senior Economist, ANZ
Recent experience has shown consumer confidence quickly recovers from snap lockdowns but what about extended lockdowns?
29 Jul 2021
China policy: shifting the spotlight from tech
Richard Yetsenga | Chief Economist, ANZ
Policy shifts in China appear to be pulling away from ‘barbaric growth’ in the technology sector.
28 Jul 2021
Putting pressure on monetary policy
Shane White | Content Manager - Institutional, ANZ
The ongoing COVID-19 pandemic has shone a spotlight on old-school monetary policies and whether they can survive in a modern economy.
23 Jul 2021
State of origin: spending rocked by lockdown
Adelaide Timbrell & David Plank | Economist & Head of Aus Economics, ANZ
Spending in Victoria may have dropped further in lockdown but Sydney’s levels are more at risk.
20 Jul 2021
Aus farmland brimming at the highs
Mark Bennett | Head of Aus Agribusiness, ANZ
Australian farmland prices have been surging as commodity prices go from strength-to-strength and demand remains high.
13 Jul 2021
Embrace new-age competencies, capture opportunity
Elias Ghanem & Li Cheng | VP Global Head of Market Intelligence Fin Services & Senior Director Fin Services A&NZ, Capgemini
Wealth management firms looking to succeed must invest in digital offerings and a more diverse set of advisors.
09 Jul 2021
Long-term digital adoption – not so weird
Alan Shields | Chief Data Officer, RFi Group
Western, educated, industrialised, rich and democratic economies are leading the push for digital banking trends to stick around in the future.
29 Jun 2021
Vaccines an injection of hope for Pacific
Kishti Sen & Tom Kenny | International Economist & Senior International Economist, ANZ
A strong rollout of COVID-19 vaccinations in the Pacific is paving the way for economic recovery.
28 Jun 2021
IN CHARTS: regional towns coping well
Catherine Birch & Adelaide Timbrell | Senior Economist & Economist, ANZ
Australia’s regions have been more resilient against impacts from the pandemic than capital cities.
18 Jun 2021
You’re hired: Aus employment back in full swing
Catherine Birch | Senior Economist, ANZ
After a rocky year (and more), the unemployment rate in Australia has returned to pre-pandemic levels.
11 Jun 2021
Evolving Australia’s medical workforce
Prof Anthony Scott | Health & Healthcare theme lead, The Melbourne Institute
Australia’s healthcare system must learn from 2020 in order to provide for the population’s needs.
10 Jun 2021
New Zealand: operating at full steam
Susan Kilsby & Sharon Zollner | NZ Agriculture Economist and NZ Chief Economist at ANZ
Although the road ahead is still highly uncertain, the Kiwi economy is recovering well.
04 Jun 2021
Opportunity in Asia but Australia’s trade competitiveness a challenge
Bryan Clark | Director, International Chamber of Commerce Australia
Businesses and governments alike must focus on trade and diversification to engage and thrive internationally post-COVID.
03 Jun 2021
Aus economy: actually back in black
Felicity Emmett | Senior Economist, ANZ
After a stronger V-shaped recovery than expected, Australia’s economy is now hitting an expansion phase.
02 Jun 2021
Unravelling unlisted assets
Brian Ingham | Head of Portfolio Implementation – Private Banking & Advice, ANZ
Unlisted assets are no longer just an option for institutional investors as retail consumers work through the benefits and risks.
28 May 2021
IN CHARTS: salaries survive subsidy cliff
Adelaide Timbrell, Charlotte Heck-Parsch & David Plank | Economists & Head of Australian Economics, ANZ
Australian salary deposits were strong in April despite the end of the government’s JobKeeper wage subsidy.
25 May 2021
Aus retail: make plans while the sun shines
Tim Suffield | Director Client Insights & Solutions, ANZ Institutional
Australia’s retail sector performed very well through the pandemic. But businesses must have a clear growth strategy to maintain momentum.
24 May 2021
Foreign bank activity: healthy economic conditions
John Elias & Jeremy Blackshaw | Partner and Foreign Bank Tracker Lead Partner & International Managing Partner, MinterEllison
Confidence in Australia’s economy as an attractive investment destination is clear in foreign bank activity data.
20 May 2021
Stateometer: greater momentum
Bansi Madhavani, Catherine Birch & Adelaide Timbrell | Senior Economists and Economist, ANZ
ANZ’s Stateometer shows economic momentum in Australia’s states and territories is building.
18 May 2021
Aus beef: lots at steak
Ian Hanrahan | Head of FBA Australia, ANZ
There’s good news for Australia’s cattle industry, even after a difficult year for some in the sector.
13 May 2021
The budget’s health check
Glen Fisher | Associate Director for Health, ANZ
The 2021-22 Budget was handed down in a largely post-pandemic environment where physical and mental health is in the spotlight.
12 May 2021
Budgeting for equality
Felicity Emmett | Senior Economist, ANZ
From an equity perspective, the 2021 Federal Budget has taken the right steps.
12 May 2021
VIDEO: the return of fiscal policy
Richard Yetsenga | Chief Economist, ANZ
Speaking on video, the ANZ Chief Economist says budget pushes the fiscal boundaries – and is right to do so.
12 May 2021
Budget 2021: full coverage
bluenotes contributors |
bluenotes presents comprehensive coverage of the 2021-22 Australian Federal Budget.
11 May 2021
A stimulatory budget
ANZ Research |
Budget shows strong commitment to spend until unemployment is below pre-COVID-19 levels.
07 May 2021
IN CHARTS: spending stable so far in post-JobKeeper economy
Adelaide Timbrell & David Plank | Economist & Head of Aus Economics, ANZ
Spending across Australia’s economy remained stable even after the JobKeeper wage subsidy ended.
06 May 2021
Post-crisis investment evolves
Richard Yetsenga | Chief Economist, ANZ
The economic aftermath of the COVID-19 crisis looks very different to historical cycles.
28 Apr 2021
Australian Federal Budget: what to expect
Hayden Dimes & David Plank | Economist & Head of Australian Economics, ANZ
A much stronger economic outlook for Australia is likely to see a sharp improvement in the fiscal position in the 2021-22 Federal Budget.
23 Apr 2021
Post-pandemic trade in Asia: cheer and concern
Dhiraj Nim & Sanjay Mathur | Foreign Exchange Strategist & Chief Economist Southeast Asia + India, ANZ
Are Asia’s financial markets adequately prepared for the eventual ‘re-opening trade’ of a post-COVID environment?
22 Apr 2021
High hopes for the hydrogen industry
John Hirjee | Executive Director Corporate Finance Institutional, ANZ
Australia can develop hydrogen into a new export commodity but there is increasing competition from other countries keen to grab a share of this potentially significant market.
19 Apr 2021
Australia-Japan investment pushes through roadblock
Ian Williams & Tatsuki Shiratsuchi | Senior Advisor & Solicitor, Herbert Smith Freehills
Unsurprisingly, Japanese investment in Australia took a hit in 2020. But the relationship remains as strong as ever.
19 Apr 2021
Asia’s tourism hopes slowly rise
Krystal Tan & Sanjay Mathur | Economist & Chief Economist Southeast Asia + India, ANZ
The tourism industry in Asia has been severely impacted by the pandemic. Can vaccination rollouts and travel bubbles kick-start the recovery?
16 Apr 2021
European Union’s green reality check
Khalil Hegarty, Kristen Bondietti & Jon Berry | Directors, ITS Global
Regulation around positive environmental outcomes is key to the European Union’s new trade agreement focus.
14 Apr 2021
Hope still remains for India's economic recovery
Rini Sen | Economist - India, ANZ
In the midst of a major second wave of infections, India’s economy is actually holding up better than expected.
14 Apr 2021
Investor confidence renewed in renewables
Simon Scott & Joel Reid | Partner and Head of Energy + Resources Group & Energy Group Partner, MinterEllison
Despite local challenges, market sentiment for the Australian renewables sector is improving.
12 Apr 2021
Saying g’day, kia ora to bubble boost
Charlotte Heck-Parsch & Felicity Emmett | Economist & Senior Economist, ANZ
The commencement of the Australia-New Zealand travel bubble will bring benefits to both nation’s economies.
09 Apr 2021
The Pacific’s digital answer
Tessa Price | Regional Executive - Pacific Islands, ANZ
Digital banking is the answer to the Pacific’s geographic and under-banking challenges.
06 Apr 2021
Economic growth: full steam ahead
Richard Yetsenga | Chief Economist, ANZ
The economic cycle has powered through the recovery phase post-COVID and is now tracking steadily into expansion and growth.
01 Apr 2021
Improving outlook in institutional banking
Mark Whelan | Group Executive Institutional, ANZ
ANZ’s institutional bank has restructured and built on 150 years of trading in the Asia Pacific. Now economic growth is picking up, the bank is well placed to benefit.
30 Mar 2021
IN CHARTS: The divided states of COVID-19 in the US
Tom Kenny & Rini Sen | Senior International Economist and Economist, ANZ
Data and insights from ANZ Research show despite increased vaccinations across the US, daily cases of COVID-19 are edging up.
26 Mar 2021
Post-COVID house prices leave 2020 behind
Felicity Emmett & Adelaide Timbrell | Senior Economists, ANZ
Australia’s housing market has had a strong recovery following a modest 2020. But millennial buyers are being left behind.
12 Mar 2021
Vaccine rollout: Europe’s timeline lags
Brian Martin | Senior International Economist, ANZ
A slower-than-expected rollout of the COVID-19 vaccination in the European area will hold back economic recovery.
09 Mar 2021
Structural outlook for commercial property slows
Catherine Birch & Adelaide Timbrell | Senior Economist & Economist, ANZ
Ongoing COVID-related lockdowns appear to have disrupted the major office construction outlook.
08 Mar 2021
Uneven Results - The Economic Impacts of COVID-19 on Women
Liz Kendall | Senior New Zealand Economist at ANZ
The COVID-19 pandemic has had uneven economic impacts on men and women.
08 Mar 2021
Opening up to gender blindness in economic policy
Richard Yetsenga | Chief Economist, ANZ
Through the COVID-19 recession, it was those with the least who have ended up losing the most. Specific economic policy is needed to recover.
05 Mar 2021
Australia’s soft power outage
Greg Earl | Writer, editor and consultant
New survey shows Australia has fallen in the global ranks for education, tourism - and COVID-19 assistance.
04 Mar 2021
Challenging the policy dial for equity
Bansi Madhavani | Senior Economist, ANZ
Economies looking to make a strong recovery post-COVID must take into account inclusive policies to enable gender equity.
03 Mar 2021
US-China relationship in need of reparation
Alan Mitchell | Columnist, bluenotes
The US-China trade tensions formed under the previous administration have not just suddenly disappeared under Biden.
02 Mar 2021
Vaccine progress: Mekong economies remain susceptible
Khoon Goh & Dhiraj Nim | Head of Asia Research & FX Analyst, ANZ
Although COVID-19 has been relatively contained in the Mekong region, vaccination lags will hold economies back from a full recovery.
25 Feb 2021
Stateometer: disparities in economic recovery
Bansi Madhavani, Catherine Birch & Adelaide Timbrell | Senior Economists and Economist, ANZ
Australia’s states and territories continue to rebuild from recession through the final quarter of 2020 but restrictions still pose risks.
15 Feb 2021
Major projects pipeline: cracks appear
Catherine Birch | Senior Economist, ANZ
Although spending on major projects is expected to rise dramatically over the next few years, pandemic-related uncertainty could slow progress.
01 Feb 2021
Border forces: mixed impact
Catherine Birch & Hayden Dimes | Senior Economist & Economist, ANZ
As the COVID-19 pandemic continues to infect the globe, ongoing international border closures are having both sector-specific and broader implications for the Australian economy.
01 Feb 2021
Pacific road to recovery requires regional solutions
Tessa Price & Kishti Sen | Regional Executive Pacific & International Pacific Economist, ANZ
Although the Pacific region avoided the COVID-19 health crisis it couldn’t dodge the economic crises. Support from Australia and New Zealand is critical for recovery.
25 Jan 2021
Asian economy looking brighter in 2021
Khoon Goh | Head of Asia Research, ANZ
After a long and challenging 2020, Asian economies will have a strong – albeit slightly uneven – rebound in the new year.
04 Dec 2020
Social housing: helping the vulnerable and the economy
Adelaide Timbrell, Felicity Emmett & Catherine Birch | Economist & Senior Economists, ANZ
Investing in social housing creates economic and social benefits for the broader community. But it changes the lives of the most vulnerable.
01 Dec 2020
Trade negotiations: which region has the best poker face?
Alan Mitchell | Columnist, bluenotes
A number of factors make Asia’s newest trading bloc different to those of the past. But China continues to hold the best hand.
26 Nov 2020
H to Go: fuelling a more sustainable future
John Hirjee | Executive Director Corporate Finance Institutional, ANZ
Australia is uniquely poised to lead the emerging market for hydrogen – energy from the world’s most abundant chemical element.
18 Nov 2020
Inspecting the 2021 housing market
Felicity Emmett & Adelaide Timbrell | Senior Economists, ANZ
Australia’s housing market fared better through the pandemic than expected and will make modest gains before a solid recovery in 2021.
17 Nov 2020
RCEP: signalling global trade
Khoon Goh | Head of Asia Research, ANZ
The Regional Comprehensive Economic Partnership Agreement has finally been signed. Almost a decade after it was first conceived.
11 Nov 2020
How capitalism can heal itself
Andrew Cornell | Managing Editor, bluenotes
In the aftermath of the US election, it’s time for major economies to think about how they approach – and measure – growth in a capitalist society.
09 Nov 2020
Return to normal programing – or growth - won’t solve equity problem
Richard Yetsenga | Chief Economist, ANZ
The United States may have a new President-elect but the challenges for equity and growth remain.
04 Nov 2020
Rebuilding after crisis
Catherine Birch | Senior Economist, ANZ
Spending on infrastructure will be a focus for all levels of government to encourage growth and jobs in a post-COVID economy.
30 Oct 2020
Treating an economic heart attack
James Culham | Executive Director, Institutional Portfolio Management, ANZ
A “Minsky moment” is occurring in economies where restricted cash flows are triggering a domino effect of missed payments.
21 Oct 2020
Credit contagion in a time of COVID-19
Andrew Cornell | Managing Editor, bluenotes
Are measures designed to support business through the crisis sandbagging the credit cycle?
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 | Economists, 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 | Columnist, bluenotes
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 | Senior Economists, 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 | Director of FBA Insights, 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 | Columnist, bluenotes
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 | Columnist, bluenotes
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 | Director of FBA Insights, 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 | Columnist, bluenotes
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 | Executive 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 | Senior Economist, 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 | Director of FBA Insights, 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 | Chief Economist, ANZ
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 | Chief Economist, ANZ
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 | CFO, 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 | Senior Economist, 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 | Executive 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 | Chief Economist, ANZ
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 | Columnist, bluenotes
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 | Chief Economist, ANZ
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 | Chief Economist, ANZ
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 | Chief Economist, ANZ
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 | Chief Economist, ANZ
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 | Chief Economist, ANZ
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 | Chief Economist, ANZ
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.