The Bureau for Economic Research has updated its regular set of forecasts and sentiment measures, bringing together consensus views on growth prospects alongside business, consumer, purchasing managers’ and other confidence indices. These indicators summarise how firms, households and purchasing managers expect activity to evolve in coming months.
For investors, changes in these indices can flag shifts in demand, production and risk appetite before hard data arrive. A rising business or PMI reading suggests firmer activity and potential upside for earnings-sensitive sectors, while weakening consumer or building confidence can presage softer retail and property performance.
Watch movements in the BMR consensus and the suite of confidence indices as short-term signals of economic momentum that could influence asset allocation and sector exposure. Read the full dataset and commentary in the full announcement.