Australia
Everything Palanor holds about Australia, in one place: 285 public signals, what its economy runs on, how often America’s largest companies name it, the news that names it, and Country Posture. Every figure is computed from stored readings and carries its source and date.
OceaniaAsia-PacificG20OECD
The latest read
- GDP in current U.S. dollars: $1,799 billion (2025); record high since 1960; 1y +2.4%.
- Real GDP growth: 1.35% (2025); 12th percentile since 1961; lowest since 2020; 1y −0.02 pts.
- Consumer price inflation: 2.87% (2025); 41st percentile since 1960; lowest since 2021; 1y −0.3 pts.
- Unemployment: 4.09% (2025); 10th percentile since 1991; highest since 2021; 1y +0.15 pts.
- Household consumption, share of GDP: 51.9% of GDP (2025); 13th percentile since 1990; highest since 2020; 1y +0.42 pts.
- Net exports, share of GDP: 0.59% of GDP (2025); 79th percentile since 1990; lowest since 2018; 1y −1.51 pts.
- S&P 500 companies naming it on earnings calls: 13.6% of companies (2026-10-21); 46th percentile since Dec 2021; highest since May 8, 2026; 1y +0.74 pts.
Country Posture
What Australia’s economy is doing
Momentum
2025Inputs only. Did not pass the pre-registered back-test: 1996–2009: AUC 0.590 below 0.60; AUC 0.590 below the single-input baseline (0.624); 2010–2022: AUC 0.595 below 0.60; AUC 0.595 below the single-input baseline (0.641).
Inputs
| Real GDP growth | 1.4 |
| Growth against its three-year average | -1.7 |
| Change in unemployment | 0.1 |
| Change in the employment rate | -0.3 |
| Export volume growth | — |
| OECD leading indicator | — |
Resilience
202354Moderate buffers
0 = thin buffers · 100 = deep buffers
Moved most by current account (down) and governance (wgi mean) (up) since the year before.
Inputs
| Interest as a share of revenue (2022) | 3.1 | 69 |
| Budget balance (2022) | -1.3 | 58 |
| Reserves, months of imports | 1.4 | 17 |
| Current account | -0.4 | 71 |
| Governance (WGI mean) | 1.53 | 59 |
| External debt | — | — |
Pressure
2025Inputs only. Did not pass the pre-registered back-test: 1996–2009: AUC 0.657 below the single-input baseline (0.672).
Inputs
| Inflation | 2.9 |
| Change in inflation | -0.3 |
| Currency move against the dollar | 2.4% |
| Conflict deaths per million | 0.0 |
| Political stability | 0.78 |
| Private credit, three-year change | 0.1 |
| Bond spread over U.S. Treasuries | 0.1 |
Posture describes what an economy is doing; it is not a rating and never ranks countries. Each input is read against the country’s own history and against every other economy that year. An axis shows a score only after passing a back-test fixed before any result was computed. Method and back-test.
Country Schemas
Where Australia is in its cycles
Where Australia sits in eight long cycles, each read from published statistics against a method fixed before any reading was computed. A stage describes; it is not a rating, and no stage is better or worse than another.
- Development stage
High mass consumption100% · 2025
Pre-take-offTake-offDrive to maturityHigh mass consumption20002025
- Demographic stage
Low stationary99% · 2025
High stationaryEarly expandingLate expandingLow stationaryDeclining20002025
- Debt cycle stage
Late cycle57% · 2025
Early cycleLeveragingLate cycleDeleveraging20002025
- External balance stage
Mature debtor83% · 2025
Immature debtorMature debtorDebt repayerImmature creditorMature creditorCredit disinvestor20002025
- Export structure stage
Commodity-reliant84% · 2025
Commodity-reliantDiversifyingManufacturing exporterComplex exporter20002025
- Structural pressure
Low77% · 2025
LowBuildingHighAcute20002025
- Middle-class stage
Affluent99% · 2024
Pre-middle-classEmerging middle classMiddle-class majorityAffluent20002025
- Electoral cycle
Mid-term99% · 2026-10
Post-electionMid-termPre-election2022-062026-10
Passport reach
Where a Australia passport opens doors
The share of world GDP, outside Australia itself, in the economies whose published rules let a holder of this passport in, as of October 2026. Palanor records the rules of destinations holding 88% of world GDP, from each government’s own list, and weights them by World Bank GDP for 2025. Rank is among 199 passports.
Visit
80.1%rank 37 of 199 · +1.4 pts in a year
short stays without a visa arranged in advance; 44 destinations in full.
Work
29.1%rank 28 of 199
the right to work (free movement in full; treaty and working-holiday routes at half); 1 destination in full, 30 at half.
Recorded changes
Investment migration programs
- Business Innovation and Investment Program (subclass 188/888, incl. Significant Investor stream) residence · ClosedGovernment minimum — for one person (agent fees excluded).
Reach is shown here and not weighted into Country Strength: it rewards membership of a free-movement area or a treaty more than the strength of an economy. Entry is always at the border officer’s discretion, and conditions (length of stay, fees, age limits) vary. Method, sources and the full ranking: Passports and citizenship.
Palanor calculation from each destination government's published rules; GDP weights from the World Bank (CC BY 4.0), one year for the whole line, so it moves only when a list changes.
GDP by expenditure
What Australia’s economy runs on
In 2025, household spending was 51.9% of GDP, government consumption 23.1%, investment 24.5% and net exports +0.6% (exports 23.2%, imports 22.7%).
World Bank national accounts. The parts can miss 100 by a few points (the statistical discrepancy).
Same World Bank definition for every country, so the shares compare directly: What each economy runs on.
IMF World Economic Outlook
The IMF’s outlook for Australia
The latest year before the October 2026 edition (often still an IMF estimate) and the IMF’s own projections. These are the IMF’s published forecasts, shown as published; Palanor does not project them further. Since the previous edition the IMF cut its growth forecast for this year by 0.1 percentage points (Palanor calculation).
| Measure | 2025 | 2026 IMF f’cast | 2027 IMF f’cast | 2031 IMF f’cast |
|---|---|---|---|---|
| Real GDP growth% | 2.0 | 1.9 | 1.6 | 2.2 |
| Inflation, average consumer prices% | 2.8 | 3.9 | 3.1 | 2.5 |
| Unemployment rate% of labor force | 4.2 | 4.4 | 4.7 | 4.6 |
| GDP, current US dollarsUS$ bn | 1,841 | 2,111 | 2,217 | 2,597 |
| GDP at purchasing-power parityintl $ bn | 2,000 | 2,107 | 2,208 | 2,577 |
| GDP per person, US dollarsUS$ | 66,379 | 75,172 | 78,039 | 87,131 |
| Current account balance% of GDP | -2.6 | -3.1 | -2.7 | -2.5 |
| Government gross debt% of GDP | 51.9 | 52.6 | 53.2 | 54.3 |
| Government net debt% of GDP | 33.9 | 34.0 | 34.5 | 35.8 |
| Government overall balance% of GDP | -2.9 | -3.2 | -3.0 | -2.4 |
| Government primary balance% of GDP | -1.9 | -2.2 | -1.9 | -1.1 |
| Government net interest paid% of GDP · Palanor calc. | 0.9 | 1.0 | 1.1 | 1.2 |
Source: IMF World Economic Outlook Database (edition on the projection). Dashed: the IMF's published projection.
Source: IMF World Economic Outlook Database (edition on the projection). Dashed: the IMF's published projection.
Source: IMF World Economic Outlook Database, October 2026. Provided by the IMF “as is” and free of charge from the IMF; the IMF does not endorse Palanor. Net interest paid is a Palanor calculation: the IMF's primary balance minus its overall balance.
Charts
The headline series
Discourse
How often S&P 500 companies name Australia
63 of 445 S&P 500 companies named Australia on an earnings call in the 90 days to 2026-10-21. 15.2% list it in the risk factors of their latest 10-K. Names only, counted by fixed rules set before any document was read; a mention says the country came up, not why.
News
In the news
- BHP sells Kambalda nickel plant to Gold Fields
BHP will divest the Kambalda nickel concentrator and mining tenements in Western Australia to Gold Fields for an undisclosed sum.
Palanor Wire2026-10-07neutral
- Forrestania Defines 223,000oz Gold Resource at Tampia
Forrestania Resources defined a maiden 223,300-ounce gold resource at Tampia within trucking distance of its Edna May processing hub in Western Australia.
Palanor Wire2026-10-07neutral
- Car drives into crowd of rugby fans in Australia
At least 10 people including children were injured when a vehicle rammed into a crowd of Newcastle Knights supporters north of Sydney.
Palanor Wire2026-10-03neutral
- Geopolitical and biological threats surface
Australia records first H5 bird flu mass mortality in seabirds as US probes NYT freelancer over North Korea coverage.
Palanor Wire2026-08-03neutral
- Three regulatory friction points across three continents
Indonesia's mining dispute, Peru's election result, and Australia's social-media legislation show governments reasserting control over investment, platforms, and extraction timelines.
Palanor Wire2026-07-04neutral
- Five fragments, no pattern: skip this cluster
Auto cuts, telecom deals, a defense outsourcing debate, and regulatory tinkering in Australia don't add up to a story.
Palanor Wire2026-06-27neutral
- Australia's APA commits $492 million for key gas pipeline project reut.rs/4z4T8px
Reuters · Bluesky2026-10-22neutral
- Matías Moroni, al margen de la convocatoria de los Pumas que marca el puntapié inicial rumbo a Australia 2027
La Nación (Argentina)2026-10-21neutral
- Australia's Fortescue posts 6% fall in quarterly iron ore shipments reut.rs/4BzMzgm
Reuters · Bluesky2026-10-21negative · -fall
- Australia's CSL faces investor proceeding over disclosure obligations reut.rs/4yxqLPG
Reuters · Bluesky2026-10-21neutral
- WAM Australia introduces BA Bin Activators for material discharge from silos
Australian Mining2026-10-21neutral
- Australia advierte sobre el aumento del extremismo y la violencia política tras presunto atropello deliberado contra diputada
La Tercera2026-10-21neutral
- Australia destaca en Expo Forede 2026 su contribución al desarrollo minero
Minería Chilena2026-10-21neutral
- Australia marks missile, cyber ‘firsts’ in exercise with Indonesia
Breaking Defense2026-10-21neutral
Headlines that name Australia, matched by name with fixed rules (a wrong match is worse than a missing one). Tone is read from each headline’s own words; no model reads or summarizes an article, and other publishers’ stories link out.
Company graph
Companies headquartered in Australia
Palanor’s company graph holds 626 entities headquartered here, 3 with a listed ticker (GLEIF headquarters address, else legal address).
- Cycclone, Inc.CYCL · Reno
- Propanc Biopharma, Inc.PPCB · WILMINGTON
- WOODSIDE ENERGY GROUP LTDWDS · Perth
Signals
Every series about Australia
Grouped by theme, the most-read first. All 285 in the Library.
Growth and output10 of 55
- Australia Goods Exports to the World (IMF)99th percentile since Jan 1960; highest since Dec 2022; 1y +17.6%$34.9bn2026-06-01
- Australia Goods Imports from the World (IMF)100th percentile since Jan 1960; 1y +20.1%$32.7bn2026-06-01
- Australia Goods Exports to China (IMF)100th percentile since Mar 1960; highest since Jul 2021; 1y +28.0%$13.4bn2026-06-01
- Australia Goods Imports from China (IMF)100th percentile since Mar 1960; highest since Jan 2026; 1y +33.3%$8.49bn2026-06-01
- Population, Historical (Maddison): Australiarecord high since 1; 1y +1.0%25,826,440 people2022
- GDP per Person, Historical (Maddison): Australiarecord high since 1820; 1y +2.7%52,0492022
- GDP, Historical (Maddison): Australiarecord high since 1820; 1y +3.7%1,344.32022
- Australia · GDP · USD bn (current)record high since 1960; 1y +2.4%$1,798.5bn2025
- Australia · Real GDP Growth · % y/y12th percentile since 1961; lowest since 2020; 1y −0.02 pts1.35%2025
- Australia · Agriculture, Forestry and Fishing Value Added · % of GDP18th percentile since 1990; 1y +0.231 pts2.27% of GDP2025
Prices3 of 5
- Australia · Inflation · CPI % y/y41st percentile since 1960; lowest since 2021; 1y −0.3 pts2.87%2025
- Australia Consumer Price Index (OECD)record high since Apr 2024; 1y +4.0%138.5 index2026-08-01
- Australia Inflation Rate (CPI, % y/y, OECD)85th percentile since Apr 2025; highest since Apr 2026; 1y +0.8 pts3.97% y/y2026-08-01
Jobs and people at work7 of 8
- Share of Job Postings Mentioning AI (Australia)95th percentile since Jan 2019; lowest since May 23, 2026; 1y +2.25 pts7.12% of job postings2026-09-30
- Australia · Unemployment Rate (OECD Harmonised, Monthly)15th percentile since Feb 1978; highest since Oct 2021; 1y +0.29 pts4.72% of labour force2026-09-01
- Australia — Avg annual hours worked per worker5th percentile since 1950; highest since 2019; 1y +1.5%1,611.1 hours/year2023-06-30
- Australia · Female Labor Force Participation · %90th percentile since 1990; lowest since 2021; 1y −0.14 pts62.5%2025
- Australia · Male Labor Force Participation · %4th percentile since 1990; lowest since 2020; 1y −0.23 pts70.7%2025
- Average annual hours worked · Australia13th percentile since 1990; 1y +0.4%1,633 hours2025
- Australia · Unemployment Rate · %10th percentile since 1991; highest since 2021; 1y +0.15 pts4.09%2025
Money, rates and credit7 of 8
- Australia Yield Curve Slope, 10-Year minus 2-Year (Daily)29th percentile since Jan 1995; lowest since Sep 29, 2026; 1y −0.408 pts0.4 pp2026-10-14
- Australia Credit to the Private Non-Financial Sector (Local Currency)record high since Oct 1953; 1y +6.0%5,083.92026-01-01
- Reserve Bank of Australia Total Assets · % of Australia GDP89th percentile since Jul 1969; lowest since Oct 2019; 1y −2.55 pts12.9% of GDP2026-01-01
- Australia · Bank Nonperforming Loans Ratio (IMF FSI)56th percentile since Jan 2006; 1y −0.0531 pts1.01%2026-01-01
- Australia · Bank Regulatory Capital to Risk-Weighted Assets (IMF FSI)record high since Jan 2006; 1y +0.0925 pts20.6%2026-01-01
- Australia · Bank Return on Equity (IMF FSI)41st percentile since Jan 2006; highest since Apr 2024; 1y +0.393 pts11.3%2025-10-01
- Australia Private Credit, Index 2015 = 100record high since 2015; 1y +6.3%155.52025
Stock market and listed companies2
- Australia Share Prices (OECD, 2015 = 100)99th percentile since Jan 1958; 1y −0.2%160.42026-09-01
- Australia Share Prices, Change Over a Year (OECD)32nd percentile since Jan 1959; lowest since Nov 2023; 1y −9.05 pts-0.17% y/y2026-09-01
Government and debt10 of 21
- Australia · Budget Balance · % GDP (central govt)46th percentile since 1972; highest since 2019; 1y +5.49-1.35 pct_gdp2022
- Australia · Interest · % of Expense (central govt)25th percentile since 1972; highest since 2019; 1y +0.4 pts2.97%2022
- Australia · Interest · % of Revenue (central govt)19th percentile since 1972; lowest since 2010; 1y −0.13 pts3.08%2022
- Australia · Public Social Spending: Family (% of GDP)29th percentile since 1980; lowest since 1991; 1y −0.1 pts1.89% of GDP2022
- Australia · Public Social Spending: Health and Disability (% of GDP)94th percentile since 1980; lowest since 2019; 1y −0.57 pts9.31% of GDP2022
- Australia · Public Social Spending: Old Age and Survivors (% of GDP)43rd percentile since 1980; lowest since 2010; 1y −0.08 pts4.5% of GDP2022
- Australia · Public Social Spending: Other Social Policy (% of GDP)47th percentile since 1980; lowest since 2018; 1y −0.1 pts0.82% of GDP2022
- Australia · Public Social Spending: Total (% of GDP)63rd percentile since 1980; lowest since 2018; 1y −0.99 pts17.1% of GDP2022
- Australia · Public Social Spending: Unemployment (% of GDP)17th percentile since 1980; lowest since 2018; 1y −0.14 pts0.55% of GDP2022
- Australia · 10-Year Government Bond Yield · annual avg38th percentile since 1990; highest since 2011; 1y +0.155 pts4.37%2025
Trade and capital flows7 of 8
- Australia's Share of Foreign-Held U.S. Equities · %74th percentile since Sep 2011; highest since Apr 2026; 1y −0.024 pts3.49% of foreign holdings2026-08-01
- U.S. Equities Held in Australia · USD bnrecord high since Sep 2011; 1y +22.1%877.7 $ billions2026-08-01
- Australia · Net International Investment Position (IMF)51st percentile since Jan 1989; highest since Jan 2025; 1y +6.68$-438.9bn2026-04-01
- U.S. Goods Trade With Australia (Exports + Imports)record high since 1985; 1y +22.3%62.7 $ billions2025
- Australia's Share of U.S. Goods Trade83rd percentile since 1987; highest since 1992; 1y +0.158 pts1.12% of U.S. goods trade2025
- Australia · Current Account · % GDP74th percentile since 1989; lowest since 2017; 1y −0.46-2.77 pct_gdp2025
- Australia · Net International Investment Position, % of GDP (IMF)96th percentile since 1989; 1y −3.14 pts-25.9% of GDP2025
Energy and resources10 of 50
- Australian Thermal Coal Price, Newcastle (Monthly)96th percentile since Jan 1970; highest since Sep 2023; 1y +38.4%147.1 USD/mt2026-09-01
- Australia · Carbon Intensity of Electricity (Monthly)1st percentile since Dec 1998; lowest since Dec 2025; 1y −2.2%478.4 gCO2e/kWh2026-09-01
- Australia · Coal Share of Electricity Generation (Monthly)1st percentile since Dec 1998; lowest since Dec 2025; 1y −1.07 pts44.7% of generation2026-09-01
- Australia · Electricity Generation (Monthly)81st percentile since Dec 1998; lowest since Apr 2026; 1y +1.1%19.5 TWh2026-09-01
- Australia · Fossil Fuels Share of Electricity Generation (Monthly)1st percentile since Dec 1998; lowest since Dec 2025; 1y −1.56 pts50% of generation2026-09-01
- Australia · Gas Share of Electricity Generation (Monthly)15th percentile since Dec 1998; lowest since Jan 2026; 1y −0.47 pts5.3% of generation2026-09-01
- Australia · Hydro Share of Electricity Generation (Monthly)24th percentile since Dec 1998; lowest since Jan 2025; 1y −1.53 pts4.28% of generation2026-09-01
- Australia · Other Fossil Fuels Share of Electricity Generation (Monthly)36th percentile since Dec 1998; 1y unchanged0.01% of generation2026-09-01
- Australia · Renewables Share of Electricity Generation (Monthly)99th percentile since Dec 1998; highest since Dec 2025; 1y +1.55 pts50% of generation2026-09-01
- Australia · Solar Share of Electricity Generation (Monthly)99th percentile since Jan 1999; highest since Jan 2026; 1y +3.69 pts26.8% of generation2026-09-01
Conflict and geopolitics5 of 11
- U.S. Active-Duty Troops in Australia (DMDC)49th percentile since Sep 2008; highest since Dec 2024; 1y +1.6%320 persons2026-08-31
- Australia · Governance · WGI six-dimension mean9th percentile since 1996; lowest since 2021; 1y −1.1%1.49 index2025
- Australia · Political Stability · WGIrecord low since 1996; 1y −11.6%0.78 index2025
- Australia · Regulatory Quality · WGI17th percentile since 1996; lowest since 2002; 1y −1.5%1.67 index2025
- Australia · Rule of Law · WGIrecord low since 1996; 1y −1.7%1.46 index2025
Defence1
- Australia defence spending — % of GDP (OECD COFOG)83rd percentile since 1998; 1y −1.0%2.3 pct of GDP2024
Aid in and out2
- Australia · Foreign Aid (Official Development Assistance) · US$ billions77th percentile since 2015; 1y −2.7%3.29 US$ billions2025
- Australia · ODA as % of GNIrecord low since 2018; 1y −0.01 pts0.18% of GNI2025
Migration4 of 6
- International Migrant Stock: Australia (UN)record high since 19908,111,404 people2024
- International Migrants as a Share of Population: Australia (UN)record high since 199030.4% of population2024
- U.S.-Born People Living in Australia (UN)record high since 1990114,202 people2024
- Change in Migrant Share of Population Since 2000: Australia (UN)7.422024
AI stance and technology8 of 9
- AI Worry Share of AI Searches · Australia75th percentile since Jan 2023; lowest since Aug 30, 2026; 1y unchanged11.1%2026-09-20
- Australia · R&D Spending · % of GDP46th percentile since 19961.86% of GDP2021
- Global Innovation Index Rank: Australia1y −9.1%20 rank2026
- Global Innovation Index Score: Australiahighest since 2023; 1y +3.3%49.6 score (0–100)2026
- AI User Share: Australia (Microsoft AI Diffusion)1y +6.20 pts40.7% of people aged 15-642026-06-30
- AI Optimism Lean · Australia (Pew)1y −2.50 pts18.5%2026
- More Concerned Than Excited About AI · Australia (Pew)1y +4.00 pts53%2026
- More Excited Than Concerned About AI · Australia (Pew)1y −1.00 pts12%2026
Climate and the physical world7 of 9
- Australia CO₂ Emissions (Global Carbon Budget)94th percentile since 1750; highest since 2021; 1y +0.6%386.7 Mt CO₂2024
- Australia Cumulative CO₂ Emissions (Global Carbon Budget)record high since 1750; 1y +2.0%20 Gt CO₂2024
- Australia · Arable Land · % of land95th percentile since 1961; highest since 2014; 1y +0.01 pts4.07% of land area2024
- Australia · Renewable Freshwater · m³ per personrecord low since 1961; 1y −1.3%18,9092022
- Australia · Forest Area · % of land77th percentile since 1990; highest since 1997; 1y +0.02 pts17.4%2024
- Australia Burned Area (GWIS)65th percentile since 2002; 1y +43.8%50.62025
- Australia · PM2.5 Exposure · µg/m³93rd percentile since 1990; 1y −11.6%8.11 µg/m³2020
Health and living standards10 of 15
- Births: Australia90th percentile since 1950; highest since 2019; 1y +0.3%304,3402023
- Deaths: Australia98th percentile since 1950; 1y −10.2%183,9242023
- Fertility Rate: Australia3rd percentile since 1950; 1y unchanged1.642023
- Median Age: Australiarecord high since 1950; 1y +0.6%37.8 years2023
- Population Aged 65 and Over: Australiarecord high since 1950; 1y +0.309 pts17.4% of population2023
- Population: Australiarecord high since 1950; 1y +1.0%26,451,124 people2023
- Australia · Life Expectancy at Birth · years94th percentile since 1960; 1y unchanged83.1 years2024
- Australia · Access to Electricity · % of populationrecord high since 1990; 1y unchanged100%2024
- Australia · Human Development Index · UNDPrecord high since 1990; 1y +0.6%0.96 index2023
- Australia · Antidepressants: Daily Doses per 1,000 Peoplerecord high since 1990; 1y +2.2%130.72022
Sentiment and attention1
- Australia · Search Attention99th percentile since Sep 2021; highest since Jun 28, 2026; 1y +61.0%66 index2026-09-20
More about this country2 of 18
- Australia · Total Reserves incl. Gold (IMF)record high since Dec 1950; 1y +10.3%$74.6bn2026-09-01
- Australia · Exchange Rate per US Dollar (IMF)77th percentile since Jan 1957; 1y −8.6%1.41 per USD2026-08-01
Peers
Elsewhere in Oceania
Alphabetical. Palanor does not rank countries.
American SamoaCook IslandsFijiFrench PolynesiaGuamKiribatiMarshall IslandsMicronesiaNauruNew CaledoniaNew ZealandNiueNorthern Mariana IslandsPalauPapua New GuineaSamoaSolomon IslandsTongaTuvaluVanuatu