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"In Australia [during FY25], we saw a shift to shorter-haul international destinations, with Japan overtaking the US and UK to become our most popular overseas location behind New Zealand."
Shopping Centres & Supermarkets
“Demand for space from a diverse range of business partners is strong.” Elliott Rusanow, CEO, Scentre Group Ltd
"I think we have seen a sales decline, and this is due to a number of different reasons…The second one, there also seems to be that there's changes in consumption habits across not just Australia but also globally." Peter Allen, Chairman, Coles Group Ltd
Global Advertising Spend
“Now, let me share with you what we're currently seeing in the ad market. We're feeling similar momentum to what the other ad supporting companies have discussed. Right now, spending is holding up in discussions with advertisers as a positive.” Bob Pittman, CEO, iHeartMedia Inc [one of the world’s largest radio broadcasting companies]
Domestic Advertising Spend
"The Australian advertising market has experienced significant softness in the second half of FY 2025 [2HCY25], as broader economic uncertainty and cautious client sentiment weigh on advertising spend across the industry." Market Statement, ARN Media Ltd
Corporate Travel
“First of all, in terms of the outlook for 2026, the most recent survey that we did showed either the same or moderate improvements in terms of the travel budgets for 2026…We're also seeing a noticeable increase in the number of Meetings and Events.” Paul Abbott, CEO, American Express Global Business Travel Group Inc.
Australia & Japan
"In Australia [during FY25], we saw a shift to shorter-haul international destinations, with Japan overtaking the US and UK to become our most popular overseas location behind New Zealand." Graham Turner, CEO, Flight Centre Travel Group Ltd
Manufacturing
“Between burdensome bureaucracies and regulations, high business and climate-related taxes and uncompetitive energy and raw material costs, Europe is not attracting innovation, growth or investment...Europe will see more of its manufacturing leave unless they change a number of policies very quickly. As industry shuts, it will be relocated to the U.S., Asia or the Middle East.” Peter Huntsman, CEO, Huntsman Corp. [global manufacturer & distributor of chemicals]
Mining Services
“Finally, our end market fundamentals are robust. Mining is becoming more technical, and customers are placing more and more value on products and services that improve their efficiency, safety and sustainability outcomes.” Mauro de Moraes, CEO, Dyno Nobel Ltd
“Exploration activity is accelerating, and the mining industry's rapid digitisation is driving demand.” Sanjeev Gandhi, CEO, Orica Ltd
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Domestic Economy
“The Australian economy remains resilient. Economic growth is recovering, and disposable income is rising for many households.” Matt Comyn, CEO, Commonwealth Bank of Australia Ltd
Interest Rates
“We've seen 14 rate cuts since September 24 across the three major geographies: RBA, RBNZ, as well as the Fed. And, in total, we've seen about 475 basis points in terms of easing across those three geographies. So, it has been significant." Farhan Faruqui, CFO, ANZ Group Holdings Ltd
Chicken Vs Beef
“Turning to chicken, a global category that is two times the size of beef and faster growing, we’re driving good progress on our chicken offerings and continued to gain share in our top 10 markets in the quarter.” Chris Kempczinski, CEO, McDonald's Corp.
"Market fundamentals have developed favourably over the first 18 weeks, with stable demand, volume and materially improved wholesale pricing tracking in line or ahead of our FY26 outlook provided in August." Ed Alexander, CEO, Inghams Group Ltd
Australia & New Zealand
"We expect our Australian and New Zealand businesses to continue to see improvement as we trade into the second half of the financial year. Sales activities in both regions are increasing market share, and we are seeing improving freight volume increases from our customers." Market Statement, Mainfreight Ltd
Financial Advice
"In 2050, research suggests that there will be 7.2 million Australians with complex financial circumstances that will be seeking advice. Currently, as it stands, there's approximately 10,000 to 11,000 licensed advisers to service that number of clients." Matthew Heine, CEO, Netwealth Group Ltd
Agriculture
“Strong global supply of grains and oilseeds is expected to see a continuation of margin pressure in FY26." Market Statement, GrainCorp Ltd
GPUs & AI
“There is a real belief that AI compute equates to intelligence. There's just insatiable demand.” Dr Lisa Su, CEO, Advanced Micro Devices Inc [also known as AMD]
Share Registry & Capital Markets
“Corporate action activity is beginning to strengthen. Debt issuance volumes and corporate trust are improving, and employee share plan trading is holding up.” Stuart Irving, CEO, Computershare Ltd
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