Analysis, perspectives, and the Shareholder Value Vantage Point newsletter.
The consensus has turned hawkish. In three months, the expected RBA cash rate for end-2026 has jumped 67 basis points to 4.11%…
Read More →This quarter’s consensus economic forecasts reveal a divergence for Australian businesses. While the domestic operating environment remains stable, the outlook for the…
Read More →The consensus economic outlook for Australia has materially shifted over the June quarter. The narrative has solidified around a “soft landing,” with…
Read More →The March 2025 consensus forecasts reflect a cautious but improving economic outlook for Australia. While inflation and interest rate projections have been…
Read More →In the world of executive compensation, share-based payments are a common and powerful tool. However, when it comes to accounting for these…
Read More →The December 2024 consensus forecasts reflect a more cautious economic outlook, with downward revisions across inflation, growth, and interest rate projections in…
Read More →The September 2024 consensus forecasts reflect a cautious economic outlook, with marginal upward adjustments in inflation and interest rates offset by weaker…
Read More →Comparing consensus forecast data between the June 2024 and March 2024 quarters highlights key trends in shareholder value: Inflation: Expected marginal increases…
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