September 2026

In the September edition of Economic Intelligence we cover:

  • How Australia’s labour market has evolved in 2026: This research note explores examines five areas of unevenness: overall labour market conditions, recruitment difficulty, employment on-costs, access to working from home, and the role of migrant workers.
  • Tracking Australian industry: Headline GDP growth concealed underlying weakness; consumer spending drove growth amid weak business investment; datacentre boom widened industry growth divide; import-intensive datacentre expansion delivered modest net growth gains; productivity remains stalled despite AI and datacentre investment; fuel imports jumped as energy crisis bites.
  • Economic Forecasts: OECD forecasts slower economic growth in Australia amid easing domestic demand and global uncertainty, while inflationary pressures are expected to prompt further modest interest rate increases in the near term.

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