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“AI is getting 10 times better per year. I think it will be able to do anything that any human can do, possibly within the next year or two.”
Black Friday
"We expect the November and Black Friday sale period to keep increasing in importance in the retail calendar, especially for online shopping." Market Statement, Temple & Webster Ltd
Rare Earths
“It is our assessment and remains our assessment that now is not the time to create supply side pressure in the market or to incur costs ahead of revenue by producing to inventory.” Amanda Lacaze, CEO, Lynas Rare Earths Ltd
Mining
"The future of mining will require companies to reduce its footprint and minimise even further the impact of their operations." Gustavo Pimenta, CEO, Vale S.A. [world’s largest iron ore producer]
“That’s a bad news story [retrenchments in WA’s resources sector], potentially for that industry, but it could be quite positive in terms of a return of a portion of labour that would have gone from residential housing into the FIFO resource area over the last four to five years.” Andrew Roberts, CEO, ABN Group [second largest builder in Australia]
Builders
“What’s happening is that building prices are so high only projects on the very best sites where we can charge a premium are going ahead. You have to get $20,000-$30,000 a square metre in sales to make it stack up." Scott Hutchinson, Chairman, J. Hutchinson Pty Ltd [Australian building Company]
Housing & Renovations
"In Europe, some governments have introduced programs to provide financial support for home remodelling to enhance the aging housing stock." Jeff Lorberbaum, CEO, Mohawk Industries Inc [world's largest flooring & rug manufacturer]
"We expect the recent interest rate cuts in U.S., Europe and Latin America will strengthen housing markets and increased flooring sales as we progress through next year." Jeff Lorberbaum, CEO, Mohawk Industries Inc [world's largest flooring & rug manufacturer]
Asia Pacific
"Asia Pacific has a huge construction output. It is the leading automotive region, more than 40% of the cars are produced in that region." Thomas Hasler, CEO, Sika AG [major multinational specialty chemicals company to building & automotive sectors]
EVs
"No doubt there's a global price war and it's fuelled by overcapacity, a flood of new EV nameplates, and massive compliance pressure." Jim Farley, CEO, Ford Motor Corp.
Government
"Since 2020, government’s role in the community has increased, as demonstrated in Australia by government spend on employee costs, across all levels of government, reaching an average of 10% of GDP per year, representing an increase of $50 billion per annum." Tony Walls, CEO, Objective Corp Ltd
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Corporate Sector & Risk Management
"In every industry and region, our clients are telling us that it's getting harder to make decisions across risk and people issues. They face increasing volatility as decision-making becomes more complex, requires deeper insights, stronger partnerships and more innovative solutions. Businesses are demanding urgent action." Gregory Case, CEO, Aon Plc
Pharmaceuticals
"The pharmaceutical sector is expected to remain soft in Q2 [FY25]." Market Statement, Trajan Group Holdings Ltd
Telecommunications
“Spam messages have been a real problem for the industry globally, and it’s something that RCS [Rich Communication Services messaging] can and will address.” Robert Gerstmann, Co-Founder, Sinch AB [international telecommunications company]
Artificial Intelligence
“AI is getting 10 times better per year. I think it will be able to do anything that any human can do, possibly within the next year or two.” Elon Musk, CEO, Tesla Inc.
“Sometimes I describe it as what happened throughout the '90s with PC penetration. After all, if you take a business process like forecasting, what was it like pre e-mail and Excel and post e-mail and Excel? That's the type of change that you see with [Microsoft] Copilot.” Satya Nadella, CEO Microsoft Corp.
Equity Capital Markets
"More normalised macroeconomic conditions appear to be supportive of an increase in listings activity, although ongoing geopolitical instability could further impact sentiment. It is important to note that there is a lag between these more favourable conditions and IPOs taking place." Helen Lofthouse, CEO, ASX Ltd
Cost of Living
"We expect customers to remain extremely value-conscious with cost-of-living pressures to continue for the remainder of F25." Amanda Bardwell, CEO, Woolworths Group Ltd
Entertainment
“We live in the most competitive entertainment environment that has ever existed in human history.” Greg Peters, Co-CEO, Netflix Inc.
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