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The outlook for the Australian economy has deteriorated amid rising concerns about inflation, government spending and elevated uncertainty about the worsening conflict in Iran. As oil prices soar, the downstream impacts on supply chain costs, fuel shortages, delivery issues and output remain significant near-term challenges.
This edition covers the following topics:
Australia’s economic outlook: market insights for April 2026
The outlook for the Australian economy has deteriorated amid rising concerns about inflation, government spending and elevated uncertainty about the worsening conflict in Iran.
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Australian equities outlook – April 2026
The Australian market has begun 2026 on a weaker note, down 1.6% for the three months to 31 March but rising 11.7% for the full year.
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International economic outlook: market insights for April 2026
The US and Israel launched a joint campaign against Iran on 27 February. This conflict is still ongoing and has seen substantial collateral damage ensue.
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International equities outlook – April 2026
International markets soured to start 2026 falling 6.2% for the three months to 31 March albeit still up 8.1% for the full year.
This edition covers the following topics:
Key technical updates – Autumn 2026
Higher inflation as captured by the Consumer Price Index (CPI) and the Pensioners and Beneficiaries Living Cost Index (PBLCI) will see a notable boost in pension payments. A summary of the changes (including both Pension Supplement and Energy Supplement payments) is highlighted below.
Middle East conflict: oil risk, market reality
From an investment adviser’s perspective, a key risk arising from the recent escalation in the Middle East is the outlook for oil prices.
Read our latest market insights
Superpower priorities and investment implications
In recent months both the US and China have outlined their strategic priorities that look set to guide government policy under Presidents Trump and Xi respectively.
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HY26 reporting season takeaways – Autumn 2026
The first half of FY26 reporting season was marked by material thematic ruptures. Ordinarily, in a calmer global environment, it is the individual business fundamentals that drive performance.
This edition covers the following topics:
Australia’s economic outlook: market insights for January 2026
Australia’s economic outlook for January 2026 highlights an economy emerging from inflationary pressures and high interest rates, with growth stabilised by government spending and strong migration despite prolonged weakness in per‑capita GDP.
Read our latest market insights
Australian equities outlook – January 2026
International economic outlook: market insights for January 2026
Find out more in our latest article
International equities outlook – January 2026
Welcome to our latest Wealth Update – Summer 2025, brought to you by Pitcher Partners Sydney Private Wealth (PPSPW).
The information in these articles is current as at 1 October 2025.
Welcome to our latest Wealth Update – Spring 2025, brought to you by Pitcher Partners Sydney Private Wealth (PPSPW).
The information in these articles is current as at 23 September 2025.
Welcome to our latest Economic and Market Outlook – July 2025.
The information in these articles is current as at 14 July 2025
Welcome to our latest Wealth Update – Winter 2025
The information in these articles is current as at 18 July 2025
Welcome to our latest Economic and Market Outlook – April 2025.
The information in these articles is current as at 21 April 2025.
Welcome to our latest Wealth Update – Autumn 2025, brought to you by Pitcher Partners Sydney Private Wealth (‘PPSPW’).
The information in these articles is current as at 1 April 2025.
Welcome to our latest Economic and Market Outlook – January 2025.
Read more in our latest outlook
The information in these articles is current as at 9 January 2025.
Welcome to our latest Wealth Update – Summer 2025, brought to you by Pitcher Partners Sydney Wealth Management.
The information in these articles is current as at 18 December 2024.
Welcome to Pitcher Perspective, where we take you beyond the numbers and go in-depth on the current issues affecting mid-market businesses.
The information in these articles is current as at 9 October 2024.
Welcome to our latest Wealth Update – Spring 2024, brought to you by Pitcher Partners Sydney Wealth Management.
The information in these articles is current as at 4 October 2024.
Welcome to our latest Economic and Market Outlook – October 2024.
The information in these articles is current as at 23 October 2024.
Welcome to our latest Economic and Market Outlook – July 2024
The information in these articles is current as at 17 July 2024.
Welcome to our latest Wealth Update – Winter 2024
The information in these articles is current as at 20 June 2024.
Conventional economics would portend that the blunt instrument of 13 interest rate rises since May 2022 would be more than enough to squeeze the life out of the consumer and send the economy into a tailspin.
The information in these articles is current as at 18 April 2024.
Welcome to our latest Economic and Market Outlook – April 2024.
The information in these articles is current as at 12 April 2024.
Welcome to our latest Wealth Update – Autumn 2024.
The information in these articles is current as at 19 March 2024.
Welcome to our latest Economic and Market Outlook – January 2024.
The information in these articles is current as at 11 January 2024.
The resilience of the Australian economy in the face of 425 basis point rise in the official cash rate has been well documented. Much of this resilience can be attributed to the extraordinary monetary and fiscal stimulus pumped into the economy during the pandemic.
The information in these articles is current as at 1 January 2024.
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