AGP Executive Report
Last update: 9 hours agoRBA Watch: Australia’s economy grew 0.4% in Q2 2026, but the mix still worries policymakers as consumption stays soft and imports do much of the work. Markets: Bond yields hit fresh highs on the back of stronger growth, lifting rate-hike expectations and keeping pressure on Australian shares. Housing Downturn: Home values are now 3.6% below early-2026 peaks, with banks flagging faster, broader falls after tax and rate signals hit demand. Energy & Industry: The “missing middle” in solar is set to expand as the small-scale scheme lifts eligibility from 100kW to 1MW from 1 October, aiming to unlock upfront subsidies for mid-sized businesses. AI Infrastructure: AI data centres are being pushed further from homes to avoid backlash, with government also tightening expectations around renewables and grid offsetting. Regional Climate Risk: Pacific island leaders face worsening food and water crises as warming overshoots the 1.5°C goal. Business Capital: OMG raises funds via a discounted share issue to expand its oat milk and matcha supply for new product launches.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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