01
COUNTRY RESEARCHAUGUST 2026
Vietnam: Macroeconomic Review
Policy incentives, macro momentum, housing-data limits, public debt and banking context—read with a sourced Australia comparison.
Q3 2026, to date
PUBLISHED RESEARCH
Research articles and their downloadable reports.
04 REPORTS
02
BANKING RESEARCHAUGUST 2026
Australian Bank Balance-Sheet Resilience
A ten-year issuer-primary view of CBA, Westpac, NAB and ANZ, with APRA context, property-loss mechanics and a bounded distribution bridge.
FY2016–FY2025
03
MARKET RESEARCHAUGUST 2026
US Treasury Bond Market Analysis Update
A ten-year review of comparable auction demand, reported holder composition and the evidence required before drawing conclusions about the US dollar.
2016–2026 YTD
04
MACROECONOMIC RESEARCHAUGUST 2026
Artificial Intelligence & the Australian Labour Market
A six-year evidence monitor for labour slack, AI-exposed workflows, hiring composition and the conditional path from income stress to mortgage-credit risk.
EXPANDED MONITOR