We already harboured concerns about fragile consumer sentiment
Trade war fallout risks making it worse
Our consumer spending forecasts are thus on notice
...
The housing market continues to slowly thaw out
That’s in keeping with our views. We continue to expect a modest lift in house prices this year
Risks from he...
Economy continues to slowly right itself
But with a growing risk the investment cycle lags
Labour market showing signs of stabilising
Housing market force...