April 2026
In the April edition of Economic Intelligence we cover:
- A crisis‑forward budget for an uncertain economic environment: Our research note explores how the May Budget navigates the trade‑offs posed by the energy crisis, balancing short‑term emergency spending pressures with longer‑term spending and tax reform to support economic stability and recovery by 2027.
- Tracking Australian industry: Geopolitical conflict heightened concerns about stagflation; policy settings continued to weigh on household spending; labour market resilient in March; differences in employment trends across occupations; industrial construction remained soft; and investment growth was driven mainly by data centre projects.
- Q&A with AustralianSuper: The Investment Team at AustralianSuper share their views on the drivers of the investment markets.
- Economic Forecasts: The Treasurer’s modelling shows the Middle East conflict could trigger either a brief, contained oil‑price shock with temporary inflation effects or a longer‑lasting rise in prices that keeps inflation elevated and weakens growth for at least next three years.
