November 2025

In the November edition of Economic Intelligence we cover:

  • Resilience and regulation in Australian supply chains: This research note examines the impact of the latest US trade disruption on Australia’s supply chains, industry responses, and the role of regulation in shaping resilience.
  • Tracking Australian industry: Quarterly inflation rose as energy rebates ended; weak rebound in household spending; business turnover recovered in September; low productivity is weighing on Australia’s economy; tight labour market and high wages are pushing up costs; gender-based barriers to workforce participation
  • Economic Forecasts: RBA forecasts indicate Australian growth will moderate, with inflation pressures persisting amid weaker household demand, subdued investment, and global trade uncertainties.

 

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