ANZ-Roy Morgan Consumer Confidence down 1.3pts to 84.6; lowest rating since the Federal Election in early May

Original article by Roy Morgan
Market Research Update – Page: Online : 24-Sep-25

ANZ-Roy Morgan Consumer Confidence fell 1.3pts to 84.6 in the week to 21 September. Consumer Confidence is now 0.3 points below the same week a year ago (84.9), and 2.2pts below the 2025 weekly average of 86.8. Analysis by State shows a broad trend, with Consumer Confidence falling in the four largest States of New South Wales, Victoria, Queensland and Western Australia, but up in South Australia. Now 21% of Australians (down 1ppt) say their families are ‘better off’ financially than this time last year, while 42% (up 2ppts) say their families are ‘worse off’. Looking forward, 27% (up 1ppt) of respondents expect their family to be ‘better off’ financially this time next year, while 32% (down 1ppt) expect to be ‘worse off’. Meanwhile, just 8% (down 2ppts) of respondents expect ‘good times’ for the Australian economy over the next 12 months, while 29% (unchanged) expect ‘bad times’. Only 21% (down 3ppts) of Australians say now is a ‘good time to buy’ major household items, while 34% (up 2ppts) say now is a ‘bad time to buy’.

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

Paracetamol safe but study link to autism

Original article by Natasha Robinson
The Australian – Page: 7 : 24-Sep-25

Australia’s Therapeutic Goods Administration has advised that paracetamol is considered safe for use during pregnancy. The TGA adds that it has no current safety investigations regarding a potential link between the widely-used analgesic and autism. The issue has come under scrutiny after US President Donald Trump claimed that using paracetamol during pregnancy can contribute to a higher risk of autism. Professor Anne-Louise Ponsonby from the Florey Institute for Neuroscience & Mental Health says a number of high-quality studies have consistently found some positive links between Panadol and autism, and the issue merits further investigation.

CORPORATES
AUSTRALIA. THERAPEUTIC GOODS ADMINISTRATION, UNITED STATES. EXECUTIVE OFFICE OF THE PRESIDENT, THE FLOREY INSTITUTE OF NEUROSCIENCE AND MENTAL HEALTH

ANZ-Roy Morgan Inflation Expectations are at 5% in late September – the same as for the full month of August

Original article by Roy Morgan
Market Research Update – Page: Online : 24-Sep-25

The weekly ANZ-Roy Morgan Inflation Expectations were 5% for the week of 15-21 September, the same as for the full month of August. A look at monthly Inflation Expectations for August shows the measure at 5% for the month, up 0.2% points from July and the highest monthly Inflation Expectations since January 2025 (also 5%). Looking back over the last year, weekly Inflation Expectations have moved in a band of 4.2% to 5.2% since the start of August 2024 and averaged 4.8%. A look at Monthly Inflation Expectations on a State-based level for August shows mixed results, with increases in Queensland, Western Australia, New South Wales, unchanged in Victoria and Tasmania, and down in South Australia. 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 4,099 Australians aged 14+ in August 2025.

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

ALP two-party preferred lead reduced in September but in line with Federal Election result: ALP 55.5% cf. L-NP 44.5%

Original article by Roy Morgan
Market Research Update – Page: Online : 24-Sep-25

In September the ALP has a commanding two-party preferred lead, although this lead has been cut since August. The ALP is on 55.5% (down 1% from August), ahead of the L-NP Coalition on 44.5% (up 1%), according to the latest Roy Morgan survey. The Albanese Government’s two-party preferred lead in September is in line with the Federal Election result in early May: ALP 55.2% cf. L-NP 44.8%. In the month of September primary support for both major parties was unchanged with the ALP at 34%, ahead of the Liberal-National Coalition on 30%. Support for all other parties and independents was unchanged at 36% in September. This includes the Greens (unchanged at 12%), One Nation (up 0.5% to 9.5%), and Independents/Other Parties (down 0.5% to 14.5%). The latest Roy Morgan survey is based on interviewing a representative cross-section of 5,084 Australian electors from 25 August 25 to 21 September 2025.

CORPORATES
ROY MORGAN LIMITED, MORGAN POLL, AUSTRALIAN LABOR PARTY, LIBERAL PARTY OF AUSTRALIA, NATIONAL PARTY OF AUSTRALIA, AUSTRALIAN GREENS, ONE NATION PARTY

Teaching Mandarin in Victorian schools, student exchange top of China strategy

Original article by Chip Le Grand
The Age – Page: Online : 17-Sep-25

Closer education links with China will be a key part of the Victorian government’s so-called ‘China Strategy’. Premier Jacinta Allan has signed a memorandum of understanding during a personal meeting with China’s Minister for Education, Huai Jinpeng. The agreement includes a student exchange program at the primary, secondary and tertiary levels, while Victorian students will learn Mandarin. Allan has also announced that China’s Trina Solar has received approval for a $435m battery project in Victoria. However, she has declined to comment on a transport announcement that she is slated to make later this week, and whether it will include Chinese investment in the Suburban Rail Loop project.

CORPORATES
VICTORIA. DEPT OF PREMIER AND CABINET, CHINA. MINISTRY OF EDUCATION, TRINA SOLAR LIMITED

Ley attacks idea of free everything

Original article by Phillip Coorey
The Australian Financial Review – Page: 1 & 4 : 17-Sep-25

Opposition leader Sussan Ley will use a Committee for Economic Development of Australia speech to call for action to curb government spending. Amongst other things, Ley will contend that the culture of dependency on the government that has emerged since the pandemic is not sustainable and must end. She will argue that providing people with everything for free merely diverts resources from those who need help the most, while she will advocate increased use of means-testing. Ley’s speech today will coincide with growing scrutiny of the Coalition regarding its stance on net zero emissions.

CORPORATES
LIBERAL PARTY OF AUSTRALIA, COMMITTEE FOR ECONOMIC DEVELOPMENT OF AUSTRALIA

ANZ-Roy Morgan Consumer Confidence drops 3.4pts to 85.9; driven by rising concerns about personal finances

Original article by Roy Morgan
Market Research Update – Page: Online : 17-Sep-25

ANZ-Roy Morgan Consumer Confidence fell 3.4pts to 85.9 in the week to 14 September; however, it is now 1.8 points above the same week a year ago (81.9), but 1pt below the 2025 weekly average of 86.9. Analysis by State shows mixed results, with Consumer Confidence down in Victoria, Western Australia and South Australia, but unchanged in Queensland and New South Wales. Now 22% of Australians (unchanged) say their families are ‘better off’ financially than this time last year, while 40% (also unchanged) say their families are ‘worse off’. Looking forward, 26% (down 3ppts) of respondents expect their family to be ‘better off’ financially this time next year, while 33% (up 6ppts) expect to be ‘worse off’. Meanwhile, just 10% (down 1ppt) of respondents expect ‘good times’ for the Australian economy over the next 12 months, while 29% (up 1ppt) expect ‘bad times’. Only 24% (down 2ppts) of Australians say now is a ‘good time to buy’ major household items, while 32% (down 3ppts) say now is a ‘bad time to buy’.

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

In August Australian unemployment increased 0.8% to 11.1%, while under-employment was unchanged at 10.9%

Original article by Roy Morgan
Market Research Update – Page: Online : 17-Sep-25

In August 2025, Australian ‘real’ unemployment rose by 132,000 to 1,776,000 (up 0.8% to 11.1% of the workforce). The rise in unemployment was driven by more people looking for part-time work (up 152,000 to 1,101,000), although there were fewer people looking for full-time work (down 20,000 to 675,000). In addition to the unemployed, a further 1.74 million Australians (10.9% of the workforce, unchanged) were under-employed, i.e. working part-time but looking for more work (up 5,000 from July). In total, 3.52 million Australians (22.0% of the workforce) were either unemployed or under-employed in August. Meanwhile, employment dropped 70,000 to 14,216,000; Roy Morgan estimates the overall workforce size (which adds together the employed and unemployed) at 15,992,000 in August, up 62,000 on a month ago, and representing 69.2% of Australians aged 14+.

CORPORATES
ROY MORGAN LIMITED

PNG treaty trip-up as great game afoot in Pacific

Original article by Ben Packham
The Australian – Page: 1 & 2 : 17-Sep-25

The federal government’s push to forge closer ties with Pacific nations has received a second setback in as many weeks. Papua New Guinea’s cabinet has yet to endorse a defence treaty with Australia, which Prime Minister Anthony Albanese had hoped to sign today; he is visiting PNG to mark its 50th anniversary of independence from Australia. PNG’s Prime Minister James Marape stated on Monday that his government is "not yet" at the point of signing the treaty, which will commit the two countries to defend each other in the event of war. Former Biden administration adviser Kurt Campbell has suggested that the delay in signing the treaty could be due to Chinese influence. The Vanuatu goverment refused to sign a bilateral security agreement last week during Albanese’s visit to Port Vila.

CORPORATES
AUSTRALIA. DEPT OF THE PRIME MINISTER AND CABINET, PAPUA NEW GUINEA. OFFICE OF THE PRIME MINISTER

Online warning: Digital war has already started

Original article by Michael Read
The Australian Financial Review – Page: 10 : 17-Sep-25

The head of the Australian Defence Force’s cyber and space operations, Lieutenant General Susan Coyle, addressed the Financial Review Cyber Summit yesterday. Coyle warned that Australia is already at war in the cyber domain; she added that although the nature of war has not changed, the technology to wage war is changing. Coyle noted that Australia will be vulnerable if it does not secure the cyber domain, given that the nation’s critical infrastructure and the ADF’s own military equipment are reliant on it. Alastair MacGibbon from CyberCX in turn warned that devices connected to a hostile ‘totalitarian state’ could be weaponised, including household energy storage batteries and electric vehicles.

CORPORATES
AUSTRALIAN DEFENCE FORCE, CYBERCX PTY LTD