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“This is not the first time that tariffs are being placed on aluminium. Last time it did not induce new supply in the US.”
Asia-Pacific
“If you look out over the next 10-plus years, over half of global GDP growth is likely to come from Asia Pacific.” Robert Lewin, CFO, KKR & Co Inc.
Vaccines
“There's a lot of devil in the details of how you bring these compounds together in a combination offering.” Paul McKenzie, CEO, CSL Ltd
Weather
"Recent storms, floods and the LA fires are a stark reminder of the need to be a well-prepared nation.” Nick Hawkins, CEO, IAG Group Ltd
Politics & Elections
"The past two budget surpluses could not have occurred without the economic contribution of the mining industry. It was unforeseen revenue upgrades, partly thanks to mining revenues, that turned two forecasted budget deficits into surpluses." Market Statement, Minerals Council of Australia
“[Election advertising spend] it's still very early and obviously, an election hasn't been called yet. So, I'd expect to see that continue to build as the election's called and we get into the guts of it.” Jeff Howard, CEO, Seven West Media Ltd
Trump Tariffs
“This is not the first time that tariffs are being placed on aluminium. Last time it did not induce new supply in the US.” Graham Kerr, CEO, South32 Ltd
US AI vs China AI
“Despite the hype [around DeepSeek], there’s no actual new scientific advance…it’s using known techniques [in AI],” Demis Hassabis, CEO, Google DeepMind
Technological Evolution
“I think we’re close now, you know, maybe we are only, you know, perhaps 5 years or something away from a system like that [AI exhibiting cognitive capabilities that humans have] which would be pretty extraordinary...and I think society needs to get ready for that and what implications that will have." Demis Hassabis, CEO, Google DeepMind
Non-Bank Lenders
"Look, you're probably seeing globally there's much more flow of providing these credit services from traditional banks to the asset management sector" Shamara Wickhamanayake, CEO, Macquarie Group Ltd
Retailers & Appliances
“Retailers have held up better than expected. We are at a point where, if interest rates do come down, there will be some more money in people’s pockets.” Anthony Mellowes, CEO, Region Group Ltd
"On the whole, the customer and retailers are stabilising. Sellout curves look normal, and retailers are flowing better, meaning the bull whip effect on the back of COVID has dissipated.” Jim Clayton, CEO, Breville Group Ltd
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IPOs
“But if anything, we felt even more conversations with companies being more ready to go public this year, but most likely more, I would say, later in Q2 and then getting into the back half of the year as people get used to kind of understanding the core tenets of the new [Trump] administration." Adena Friedman, CEO, Nasdaq Inc
Meta AI Glasses
“We believe that is the right way to approach it, to become a normal pair of eyewear that you wear every day and sometimes, is the only one that you use. Everybody knows the margin on electronics are smaller than margin on optical… we are building something completely new merging 2 categories.” Francesco Milleri, CEO, EssilorLuxottica Group [world’s largest eyewear manufacturer]
Victoria
"The real concern is Victoria, that's 11% of our revenue. That's a state government that's got very high debt levels. A number of projects on the horizon are basically stalled or there's no more coming. You've got very high costs and you've got a very negative investment environment. Hence, we see Victoria, which is a large user of structural steel being in a very slow environment for some time." Rhys Jones, CEO, Vulcan Steel Ltd
Cryptocurrency Trading
“Crypto notional volumes [on our platform] increased over 400 percent year-over-year” Market Statement, Robinhood Inc.
Hospitality
"Spend across Pubs & Clubs continues to be healthy with higher patronage more than offsetting lower spend per patron" Market Statement, Commonwealth Bank of Australia Ltd
Power Plants
“Around the world only 1 per cent of plants over 50 years of age are still operating on coal. That tells you a lot.” Damien Nicks, CEO, AGL Ltd
Radiology
“The other thing that has really become very prevalent in the industry is the radiology workforce shortage. It's global. It's acute and in my 40 years in the business, I've never seen it as acute as it is at this point in time. It is worldwide” Sam Hupert, CEO, Pro Medicus Ltd
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