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“It does start to move into the discretionary spending bucket. Those twice-a-year increases in excise are really unsustainable.”
Labour Markets
“The combination of AI and robotics may be a wonderful solution for many demographic problems and having enough skilled labour. But, on the other hand, in some areas, we’re going to see potential threats to the labour market.” Sergio Ermotti, CEO, UBS Group AG
Business Investment
“Business investment has strengthened, supported by infrastructure, data centres and the energy transition, with the pipeline of projects pointing to a further surge in investment.” Anthony Miller, CEO, Westpac Banking Corp
Engineering & Construction Materials
“Demand for engineering construction services continues to be particularly strong.” Market Statement, Monadelphous Group Ltd
“In Construction Materials, demand for cement, concrete and quarry products has remained robust as many projects in South-East Queensland move from planning into delivery along with general increased construction activity across all sectors. Notwithstanding wet weather impacting volumes late in October, demand returned quickly as weather improved.” Market Statement, Wagners Holding Company Ltd
NBN & Housing
“~1.1m households move each year and commonly review their provider.” Market Statement, Superloop Ltd
“Higher interest rates and falling property prices are affecting transaction activity.” Russell Cohen, CEO, PEXA Group Ltd
Mining & Explosives
“Declining ore grades down an estimated 6% to 8% are increasing the need for productivity, technology and technical expertise.” Mauro Neves, CEO, Dyno Nobel Ltd
Packaging & Consumers
“The consumer is stretched. We’ve talked about the affordability crisis and what we’re now talking about is there’s more inflation coming through to the marketplace and nobody needs more inflation at this point in time.” Peter Konieczny, CEO, Amcor plc
Airlines & Travel Agents
“The scale and speed of change in technology and AI is something none of us has seen in our lifetime. Standing still is not an option for us.” Vanessa Hudson, CEO, Qantas Airways Ltd
“AI will disrupt parts of travel, and its agents will increasingly search for and recommend trips.” Graham Turner, CEO, Flight Centre Travel Group Ltd
Beer Excise Tax
“It does start to move into the discretionary spending bucket. Those twice-a-year increases in excise are really unsustainable.” Michael Shearer, CEO, Coopers Brewery
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Retail
“The current consumer environment has become more challenging over the last six weeks, with growth slowing in all businesses.” Market Statement, Adairs Ltd
Shade Cloths
“Australia summer trading may actually benefit from the hotter and dry conditions associated with the forecast El Niño weather pattern.” Troy Mortleman, CEO, Gale Pacific Ltd
Financial Advisers
“Today, the average adviser services around 120 clients, and we believe that with the right tools, [an] adviser can serve 150, 200 or more clients without any loss in the quality of their advice or service.” Matt Heine, CEO, Netwealth Group Ltd
Grain
“The resultant impact of that cyclical oversupply of grain in the year is the flat and relatively low prices from a grower point of view, which created a challenge for all operators in the grain industry globally to produce a margin.” Robert Spurway, CEO, GrainCorp Ltd
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