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"We need to put things in place to de-risk what's a really uncertain and vulnerable world for producers who have skinny margins and are price-takers."
Lost & Damaged Goods
"FreightSafe estimates that around 1% of Australian domestic freight value is lost or damaged every year, a $2 billion drag on SME profitability. Most of it absorbed quietly by the businesses that sold the goods." Market Statement, FreightSafe [largest claims manager to the Australian transport industry]
Airlines
"High fuel prices have proven to be the most powerful catalyst for change in our industry, and this year that has once again been the case. Even after recent fare increases, airfares remain 10 to 15 points below overall inflation since COVID." Ed Bastian, CEO, Delta Air Lines, Inc.
Nuclear Power
"Nuclear power remains a major growth driver, supported by growing demand for reliable, low-carbon energy and increasing investment in reactor refurbishment, life extension programs, SMRs [small modular reactors] and new build projects." Rishi Sharma, CEO, Velan Inc. [Canadian manufacturer of industrial valves for nuclear, defence and energy markets]
Labour Markets & Hiring Conditions
"Temp and contracting has been really resilient. We are continuing to see clients holding on to temps and contractors because they're valuable resources." James Hilton, CFO, Hays plc [one of the world's largest specialist recruitment firms]
SMSFs & Property Development
"The way it works inside the property development industry, SMSF investors are crucial, allowing the developers to secure finance…We think there is a multiplier effect with SMSF investors." Peter Burgess, CEO, SMSF Association
Last Minute Bookings
“In the last five years we've seen travellers continue to make holiday decisions closer to departure, and the Gold Coast is well placed to cater to that demand." John Warn, CEO, Experience Gold Coast
Housing & WFH
"Sustainability has moved from being a nice-to-have to an expectation. People want homes that are healthier, more efficient and better prepared for the future." Chris Kakoufas, CEO, Cbus Property
“The sort of societal shift where there is more working from home just means that there’s more wear and tear around the house as well." Mike Schneider, CEO, Bunnings
Data
"Enterprises are realizing that their data, their know-how that gives them their competitive edge, are their most valuable assets, and they don't want the value disappearing into someone else's models." C. Vijayakumar, CEO, HCL Technologies Ltd [major Indian IT services company]
"In consuming intelligence, you are creating intelligence. And what you create should belong to you." Satya Nadella, CEO, Microsoft Corp.
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Retail & Toys
"While we had anticipated second-half tailwinds from rate cuts, instead we saw further rate increases and higher fuel prices, which resulted in record-low consumer confidence in Australia." Phil Ryan, CEO, City Chic Collective Ltd
"$9.99 is a real price point that drives a lot of consumer behaviour." Chris Cocks, CEO, Hasbro Inc.
Farmers
"We need to put things in place to de-risk what's a really uncertain and vulnerable world for producers who have skinny margins and are price-takers." Mike Guerin, CEO, National Farmers' Federation
Retirement & Income
“I feel very optimistic about the weight of money, particularly as it relates to this topic of direct lending, because there’s no doubt that’s where the weight of money will go over this next chapter. If you think about what members need, and that fear of running out, it is so much more security, stability, and income-oriented [investments] to give it that ability to last the distance.” Deanne Stewart, CEO, Aware Super
Credit & Financial Markets
"We continue to see a stable credit environment.” Gonzalo Luchetti, CFO, Citigroup Inc.
“We’re in a very healthy, active, exuberant market with very high prices and very high volumes” Jamie Dimon, CEO, JPMorgan Chase & Co.
Semiconductors & Lithography
"Strong end market demand this year has motivated our customers to aggressively add capacity on their leading-edge nodes. A number of our customers have revised their capital expenditure plans upward for the year." Christophe Fouquet, CEO, ASML Holding N.V.
Commodities
"Copper fundamentals remain strong, with record prices during the period reflecting robust demand and an increasingly constrained supply outlook.” Iván Arriagada, CEO, Antofagasta plc [major global copper miner]
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