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The latest labour market data suggests employment is slowly shifting to a more sustainable trend, but is it enough to keep rate cuts on the table in 2024?

Join QIC’s Allison Hill and Dr Matthew Peter for more on when a sharp fall in jobs growth is expected and where the unemployment rate will land, as well as how China has managed to dig itself out of the property market malaise.

It’s Take 10, and it’s out now.

Market reaction to the 10 basis point jump in US CPI suggests a growing acceptance of a higher for longer environment. If we are seeing a last gasp growth spurt from the US economy, are we then faced with a lengthy period of below trend growth? QIC's Allison Hill and Dr Matthew Peter discuss whether nominal and real bond yields are appropriately priced, equity market valuations and implications for the global outlook.

Over the coming couple of decades, which countries are most likely to be suppliers of financial capital to the global economy, and which countries are most likely be competing for those funds?

Allison Hill and Dr Matthew Peter discuss QIC’s latest demographic projections research and the impact population, ageing and economic growth rates will have on the global investment landscape.

It’s the end of an era for the Bank of Japan, raising borrowing costs for the first time since 2007. Will history reflect on the negative and zero rates experiment as a failure or success, and what are the learnings for asset allocators?

QIC’s Allison Hill and Dr Matthew Peter look back on the week of central bank decisions and their impacts to the economic outlook.

QPod Take 10: The history – and future – of Australia’s investment ties with Asia by QIC

From the latest inflation data weighing on central bank decisionmakers to the bumper earnings season for tech and AI, State Chief Investment Officer Allison Hill and Chief Economist Dr Matthew Peter bring you up to speed on the shifts in markets and economics in this week’s Take 10.