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"As I've said many times, the build, build, build mantra to solve today's issue of housing affordability and availability comes with the potential for corners to be cut. And then we, as a community, put more people in harm's way."
Private Health
"Australians have kept up hospital-level private insurance coverage through significant cost-of-living pressures; however, the proportion of private health care premium revenue flowing to hospitals to fund patient care has fallen significantly, even as demand and costs have increased." Natalie Davis, CEO, Ramsay Health Care Ltd
European Autos
"The challenges for the car industry are immense." Håkan Samuelsson, CEO, Volvo Car AB
Pharmaceuticals
"What we have learned the last couple of years is overpromising and underdelivering loses trust very quickly." Mike Doustdar, CEO, Novo Nordisk A/S [maker of Ozempic and Wegovy]
Intelligence & Technology
"AI coding is simply the light bulb of the machine intelligence era." Eddie Wu, CEO, Alibaba Group Holding Ltd
"In times of rapid change, waiting for certainty is rarely an option.” Vicki Brady, CEO, Telstra Group Ltd
Energy Mix & Data Centres
"When you suppress the supply of gas, history tells us that the world will turn to coal, not renewables." Kevin Gallagher, CEO, Santos Ltd
"The idea that a data centre can be solely powered by renewables defies a fundamental logic, like what happens at night when these things need to run." Ryan Stokes, CEO, Seven Group Holdings Ltd
Uniforms & Price Elasticity
"We're certainly not immune from inflation...when inflation is up, we don't take the approach that, well, our costs are up, so we're just going to pass along to the customers. We operate in an incredibly competitive market. Our customers have choices." Todd Schneider, CEO, Cintas Corporation [world’s largest uniform rental and workplace service provider]
Footwear & Youth
"Youth unemployment and cost of living pressure [have] both increased, while the footwear product cycle continued to evolve in a highly promotional market." Régis Schultz, CEO, JD Sports Fashion Plc
Fashion & Consumer Spending
"It's never been harder to stand out in Australian fashion. Customers have access to thousands of brands, and trends move so quickly. People are a lot more selective about where they spend their money." Jane Lu, Founder & CEO, Showpo [global online female fashion brand]
“Cost-of-living impacts intensified in June and July, significantly constraining household budgets and consumer spending." Market Statement, Myer Holdings Ltd
Fertiliser & Crops
“Without getting too specific, what I would tell you is fertiliser costs, given where we are in the planting cycle, are more likely to be a headwind…So that would be the place where farmers are making trade-off decisions about their input costs, they might switch to lower fertiliser-reliant crops such as soybeans and swap out of grains, which obviously, that affects the supply.” Kofi Bruce, CFO, General Mills Inc.
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Gold Miners
“We expect to maintain our sector-leading AISC position, despite the cost pressures being felt by all gold miners." Mark Zeptner, CEO, Ramelius Resources Ltd
Housing Supply & Home Insurance
"As I've said many times, the build, build, build mantra to solve today's issue of housing affordability and availability comes with the potential for corners to be cut. And then we, as a community, put more people in harm's way." Steve Johnston, CEO, Suncorp Group Ltd
Mortgages
"We focus mainly on those markets to grow where we can also get the adequate returns. That's why you also have seen that we especially grow in the Netherlands, attractive; Germany, attractive; Italy, attractive; and Australia. Those are the more attractive mortgage markets." Steven van Rijswijk, CEO, ING Group N.V.
Digital Ordering
"We anticipated that customers would increasingly favor takeaway service channels and the phone would become the starting point for more orders. And today, sales initiated on the phone represent about 40% of total system-wide sales across our top 5 markets." Chris Kempczinski, CEO, McDonald's Corp.
Trading Volumes & Volatility
"In 2021, coming off the back of COVID, we were probably one of the few exchanges that said, volatility and elevated volumes are here to stay." Tal Cohen, President, Nasdaq, Inc.
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