ANZ-Roy Morgan Inflation Expectations up slightly to 5% in late August – up from 4.8% for the month of July

Original article by Roy Morgan
Market Research Update – Page: Online : 27-Aug-25

The weekly ANZ-Roy Morgan Inflation Expectations were 5% for the week of 18-24 August, up 0.2% points from the month of July but down from the peak of 5.2% in early August. A look at monthly Inflation Expectations for July 2025 shows the measure at 4.8% for the month – unchanged from June and level with the average so far this year (also 4.8%). Looking back over the last year, weekly Inflation Expectations have moved in a band of 4.2% to 5.2% since the start of July 2024 and averaged 4.8%. A look at Monthly Inflation Expectations on a State-based level for July shows mixed results, with increases in Queensland, South Australia and Tasmania; this was offset by decreases in Victoria and Western Australia, leaving the overall figure unchanged from a month ago. The data for the Inflation Expectations series is drawn from the Roy Morgan Single Source, which has interviewed an average of around 5,300 Australians aged 14+ per month over the last decade, and includes interviews with 4,036 Australians aged 14+ in July 2025.

CORPORATES
ROY MORGAN LIMITED, AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED – ASX ANZ

Coles rings up winning sales growth

Original article by Eli Greenblat
The Australian – Page: 13 & 16 : 27-Aug-25

Grocery giant Coles Group has posted a 2024-25 net profit of $1.079bn, which is 3.5 per cent lower than previously. However, sales rose by 1.8 per cent to $44.49bn for the full year, with stronger growth in sales during the second half. The group’s flagship Coles Finest private label brand recorded sales growth of 13.9 per cent for the financial year, well above growth in sales for branded products. CEO Leah Weckert notes that sales revenue rose by 4.9 per cent in the first eight weeks of the current financial year. Meanwhile, Coles’ liquor division has posted full-year earnings of $113m, which is 15 per cent lower than previously.

CORPORATES
COLES GROUP LIMITED – ASX COL

ANZ-Roy Morgan Consumer Confidence drops 3.4pts to 86.0 in late August – its lowest for two months since mid-June

Original article by Roy Morgan
Market Research Update – Page: Online : 27-Aug-25

ANZ-Roy Morgan Consumer Confidence fell 3.4pts to 86.0 in the week to 24 August; it was the first full week of interviewing after the Reserve Bank reduced official interest rates to 3.6 per cent. Consumer Confidence is now 3.4 points above the same week a year ago (82.6), but 0.8pts below the 2025 weekly average of 86.8. Analysis by State shows mixed results, with Consumer Confidence up in New South Wales but down in every other State. Now 21% of Australians (down 3ppts) say their families are ‘better off’ financially than this time last year, while 43% (up 1ppt) say their families are ‘worse off’. Looking forward, 28% (down 1ppt) of respondents expect their family to be ‘better off’ financially this time next year, while 33% (up 1ppt) expect to be ‘worse off’. Meanwhile, 12% (unchanged) of respondents expect ‘good times’ for the Australian economy over the next 12 months, while 29% (up 4ppts) expect ‘bad times’. Just 22% (down 1ppt) of Australians say now is a ‘good time to buy’ major household items, while 35% (up 2ppts) say now is a ‘bad time to buy’.

CORPORATES
ROY MORGAN LIMITED, AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED – ASX ANZ

The staggering amount Allan govt is spending to keep young crims locked up

Original article by Ryan Bourke
Herald Sun – Page: Online : 27-Aug-25

Andrew and Nicola Forrest’s Minderoo Foundation has released a report which shows that it now costs the Victorian government – and taxpayers – $7,775 per day to keep each young offender in jail. This equates to more than $280,000 per year for each offender. In contrast, the daily cost of detaining young offenders is just $2,814 in New South Wales and $2,162 in Queensland. A spokesman for Victoria’s Department of Justice & Community Safety says every dollar spent on keeping the community safe is "money well spent". The Minderoo Foundation’s figures are based on data from the Productivity Commission covering the period from 2023 to 2024.

CORPORATES
MINDEROO FOUNDATION, VICTORIA. DEPT OF JUSTICE AND COMMUNITY SAFETY, AUSTRALIA. PRODUCTIVITY COMMISSION

Crime concerns surge post-pandemic to highest levels in more than a decade

Original article by Roy Morgan
Market Research Update – Page: Online : 27-Aug-25

New Roy Morgan research shows that 66% of Australians agree that ‘Crime is a growing problem in my community’ – a higher figure than at any point in the last 10 years. The national trend over the last decade shows that agreement with this statement reached a pre-pandemic high of 60% in 2016-17 before moderating over the next few years and falling to a pandemic low of 51% in 2020-21. Since then, concern has surged and is up 15% points in only four years. Roy Morgan interviewed a representative cross section of 498,629 Australians electors aged 18+ over the decade from July 2015 to June 2025 who were asked to agree or disagree with the statement that ‘Crime is a growing problem in my community’. The State-by-State results of the research reveal significant differences, but the same clear upward trend since Covid. Queensland has recorded the highest current level of concern about crime at 77%, up 16% points in 10 years and up 17% points since 2020–21. Victoria recorded the sharpest rebound since the pandemic, up 21% points and 12% points over the decade (60% to 72%).

CORPORATES
ROY MORGAN LIMITED

AUKUS at risk of failing: experts

Original article by Joe Kelly
The Australian – Page: 6 : 27-Aug-25

The Center for Strategic & International Studies recently recommended narrowing the focus of the so-called ‘Pillar II’ of the AUKUS defence alliance. John Lee from the Hudson Institute says this proposal is understandable given the federal government’s insufficient allocation of funding for defence and Pillar II in particular. Lee adds that Labor needs to build a public case for an increased commitment to AUKUS and Pillar II. Meanwhile, Strategic Analysis Australia director Michael Shoebridge contends that the aim of AUKUS is to shift the military balance in the Indo-Pacific region away from China in order to deter war. He says AUKUS will fail if the alliance’s partners cannot explain this common purpose to their constituents.

CORPORATES
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES, STRATEGIC ANALYSIS AUSTRALIA

Capital gains tax reform needed to address inequality

Original article by Michael Bleby
The Australian Financial Review – Page: 25 : 27-Aug-25

The National Housing Supply & Affordability Council’s chair Susan Lloyd-Hurwitz was one of the participants in the federal government’s economic reform roundtable. She contends that a "very large conversation" is needed with regard to intergenerational inequity and intra-generational inequality; Lloyd-Hurwitz adds that any such discussion must include changes to the capital gains tax regime for investment properties, in order to address the issue of housing inequality. Lloyd-Hurwitz is the former CEO of listed property developer Mirvac Group.

CORPORATES
AUSTRALIA. NATIONAL HOUSING SUPPLY AND AFFORDABILITY COUNCIL, MIRVAC GROUP – ASX MGR

Ambassador expelled, terror law changes: Iran’s brazen antisemitic attacks on Australian soil

Original article by Matthew Knott, Paul Sakkal
The Age – Page: Online : 27-Aug-25

Prime Minister Anthony Albanese says the federal government is taking "strong and decisive action" after ASIO advised that Iran had directed at least two arson attacks on Australia’s Jewish community. Albanese says the firebombing of the Adass Israel Synagogue in Melbourne and a kosher cafe in Sydney in 2024 were "extraordinary and dangerous acts of aggression" orchestrated by a foreign nation on Australian soil. He adds that they were attempts to "undermine social cohesion and sow discord" in the community. The goverment has expelled Iran’s ambassador Ahmad Sadeghi and given him seven days to leave Australia; it has also closed Australia’s embassy in Tehran and indicated that it intends to designate Iran’s Islamic Revolutionary Guard Corps as a terrorist organisation.

CORPORATES
AUSTRALIA. DEPT OF THE PRIME MINISTER AND CABINET, AUSTRALIAN SECURITY INTELLIGENCE ORGANISATION

In mid-2025 an impressive 2.7 million New Zealanders read newspapers and more than 1.6 million read magazines

Original article by Roy Morgan
Market Research Update – Page: Online : 27-Aug-25

Roy Morgan’s latest readership results show that an estimated 2.70 million New Zealanders aged 14+ (61.4%) now read or access newspapers in an average 7-day period via print or online (website or app) platforms. In addition, an estimated 1.65 million New Zealanders aged 14+ (37.5%) read magazines whether in print or online either via the web or an app. The New Zealand Herald is still the nation’s most widely-read publication, with a total cross-platform audience of 1,812,000; this up 96,000 (+5.6%) on a year ago. In a clear second place, reaching an audience of 355,000, is the Dominion Post, following an increase of 26,000 (+7.9%) on a year ago. Meanwhile, 25 of the 49 magazines measured increased their print readership during the year to June 2025. New Zealand’s most widely read magazine is the driving magazine AA Directions, which had an average issue readership of 367,000 in the year to June. These are the latest findings from the Roy Morgan New Zealand Single Source survey of 6,233 New Zealanders aged 14+ over the 12 months to June 2025.

CORPORATES
ROY MORGAN LIMITED

Extreme mortgage stress eases nationally year-on-year, but surges in lowest socio-economic quintiles

Original article by Roy Morgan
Market Research Update – Page: Online : 27-Aug-25

New research from Roy Morgan shows that an estimated 27.8% of mortgage holders were ‘At Risk’ of ‘mortgage stress’ in the year to June 2025, down from 30.3% in the previous 12 months. The proportion of Australians who are estimated to be ‘Extremely at Risk’ of mortgage stress has in turn fallen to 18.5%, down from 19.7 per cent in the year to June 2024. However, the decline in the proportion of mortgage holders at ‘Extreme Risk’ of mortgage stress was only evident among those in the top three socio-economic quintiles. Among those in the lowest two quintiles, the proportion of mortgage holders ‘at extreme risk’ of mortgage stress increased – by 5% among those in the E Quintile, and by 5.2% among those in the FG quintile. Meanwhile, mortgage holders with annual household incomes of under $100,000 are more likely to be ‘Extremely at Risk’ of mortgage stress. Only mortgage holders in households with annual incomes of $100,000 or more have seen a decline in mortgage stress. These latest findings come from the Roy Morgan Single Source survey, derived from in-depth interviews with over 60,000 Australians each year.

CORPORATES
ROY MORGAN LIMITED