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“We face the most perilous and complicated geopolitical and economic environment since World War II. Today’s world is more complex and more interconnected than ever before.”
Property Transactions
"‘Trading volumes for our Australian Exchange have remained resilient through the quarter despite continued macroeconomic volatility." Russell Cohen, CEO, PEXA Group Ltd
Families
“In a more cautious consumer spending environment, our performance reflects both the resilience of our business model and the growing demand for our services that keep families safe, connected, and provide peace of mind." Chris Hulls, CEO, Life360 Inc
Used Cars
"Used car prices have stabilised." Market Statement, FleetPartners Group Ltd
Watches
“Despite the dynamic macro backdrop, we're not currently seeing any softening in our demand trend.” Franco Fogliato, CEO, Fossil Group Inc
Rental Market
"Even if the government came out tomorrow and changed all the planning rules, changed all the capital and debt rules, it’s not going to be fixed in three, not fixed in 5, 7 or 10 [years], We have a good 5 to 15 years’ worth of rental crisis coming where there’s going to be a huge amount of pressure on supply.” Tim Gurner, CEO, Gurner Group
“Vacancy rates in most residential markets across Australia remain below 2% – rentals advertised below $400pw are very limited.” Market Statement, Aspen Group Ltd
Agriculture
"Summer rainfall has built a healthy soil moisture profile in Queensland and Northern NSW once again, supporting a strong planting window and creating the potential for an above-average crop. In contrast, parts of Victoria and Southern NSW have received below-average rainfall, creating a more variable outlook for cropping conditions. Autumn and winter rain will be important for growers." Robert Spurway, CEO, GrainCorp Ltd
Coffee
“In particular, the coffee segment…benefited from the structural expansion of the market across all key geographic areas both in the home and professional sectors, supported by the ongoing global penetration of espresso and increasing consumer focus on beverage quality and variety, which continues to drive the premiumisation of the market.” Market Statement, The De’Longhi Group
Business Credit & Confidence
“The pipeline and demand [for business credit, to the end of June] still looks quite strong,” Matt Comyn, CEO, Commonwealth Bank of Australia Ltd
“Critical minerals and rare earths is a hard sector to bank at the moment – we have been trying to get an understanding on what the plan is more broadly for Australia." Matt Comyn, CEO, Commonwealth Bank of Australia Ltd
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China & Commodities
“There was real confidence there, and they were able to talk fluently about some of the green shoots they’re seeing, and those aligned with what we’ve been seeing by way of demand for iron ore, demand for copper and so on.” Mike Henry, CEO, BHP Group Ltd
Food Delivery & Restaurant
“They [restaurants] don’t have the scale, in most cases, to have their own delivery drivers and their own systems for reaching consumers. So it’s far better that they use a specialist provider of those services. It’s giving restaurants what they need, which is volume, turnover and scale.” John Hart, National President, Australian Restaurant and Catering Association
AI
“Safety and security will be the defining challenge of Agentic-AI [AI that acts autonomously to perform tasks/make decisions without human intervention].” Chuck Robbins, CEO, Cisco Systems Inc.
Movie Production
“We've actually never been in this position before where we have such good visibility into future years. I'd say, a year ago, if we were doing the budget, you would have walked into a year and you would not know many of the titles for a year. But then walking into this year, we knew most of the film slate for 2025, but we also know a lot of the film slate for '26 and we have some for '27, '28, '29…That's great for us and our business.” Natasha Fernandes, CEO, IMAX Corp.
Video Games
“This year has been a challenging one for Ubisoft, with mixed dynamics across our portfolio amid intense industry competition.” Yves Guillemot, CEO, Ubisoft Entertainment SA [one of the world’s top video game producers]
Dentists
“Well, we did definitely see an increase in the retirements of dentists in the early stages of the pandemic. I think there were a lot of older dentists who just decided that was a good time for them to kind of exit their practice. So I think that did shrink that supply a little bit.” Ronald South, CFO, Henry Schein Inc [world’s largest provider of dental products & equipment]
Geopolitics
“We face the most perilous and complicated geopolitical and economic environment since World War II. Today’s world is more complex and more interconnected than ever before.” Jamie Dimon, CEO, JPMorgan Chase & Co.
Trade Deficits
Trade deficits, by their nature, are not necessarily good or bad…Sometimes a high trade deficit results from a country’s extraordinary attractiveness as an open investment destination, and these investments help that country grow and prosper. This may be true for part of America’s trade deficit. However, trade deficits for pure consumption may mean a country is slowly selling parts of itself to someone else, and I’m not sure that’s a good idea.” Jamie Dimon, CEO, JPMorgan Chase & Co.
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