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One Nation Capitalises on Economic Pessimism Amid 'Stagflation Impulse'

Created at 11 Jul · 8:11 PM1 source↑ Market-relevant
IN SHORT

Australia's One Nation party is experiencing unprecedented polling success, driven by voter frustration over economic pressures. Economists describe this as a 'stagflation impulse,' characterized by high inflation, stagnant growth, and job insecurity, exacerbated by housing affordability and immigration concerns.

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Key Numbers

three decadestime since Pauline Hanson entered politics
25 yearsprice growth outpacing wages

Who's Involved

Pauline Hanson
Leader of One Nation, experiencing higher net approval ratings
Jordan McSwiney
Researcher examining far-right movements and One Nation's strategy
Shane Oliver
AMP Chief Economist on immigration policy and economic balance
Gabriele Gratton
Professor of Politics and Economics at UNSW Business School on voter reactions
OECD
Organisation that reported falling real hourly wages in Australia
Westpac-Melbourne Institute
Provider of consumer sentiment surveys showing deep pessimism

↳ Why This Matters

The rise of One Nation reflects deep-seated voter dissatisfaction with economic conditions and mainstream political parties, potentially reshaping Australia's political landscape and influencing future policy on immigration, housing, and climate.

Key facts

  • One Nation is experiencing unprecedented polling success in Australia, driven by economic pessimism.
  • Economists describe the current situation as a 'stagflation impulse' with high inflation and stagnant growth.
  • The party links housing affordability and economic woes to immigration, a key campaign focus.
  • Consumer sentiment is at a low point, exacerbated by rising interest rates and housing costs.
  • Real hourly wages in Australia are falling, according to an OECD report.

One Nation, led by Pauline Hanson, is experiencing a surge in popularity in Australia, reaching unprecedented polling numbers. This rise is attributed to a widespread economic pessimism among voters, described by some economists as a 'stagflation impulse' characterized by a cost-of-living squeeze and concerns about financial futures, including job security.

The party is effectively leveraging issues such as high housing costs, which are pricing younger generations out of home ownership, and linking them to immigration. While economic pressures are not new, One Nation's ability to connect these ailments to immigration, a core focus for the party, has been a key strategy. This approach allows them to address immediate public concerns while promoting their preferred agenda.

Australia's housing affordability crisis is a complex issue stemming from decades of undersupply and tax settings favouring investors. While periods of high migration can strain immediate housing supply, they also provide essential workers for construction and help broaden the tax base. Economists like Shane Oliver caution against drastic immigration cuts, which could lead to labor shortages and economic struggles with an aging population.

One Nation's narrative, arguing that immigration policy has led to a national crisis, has gained some traction, partly due to the Coalition linking migration rates to housing supply. The party utilizes social media to promise simple solutions to housing affordability. The current surge in support appears linked to a recent wave of cost-of-living increases, worsened by global events like the Iran war, which have depleted household savings and resilience.

An OECD report highlights that real hourly wages in Australia are falling, indicating that living costs are outpacing income growth. Political scientists suggest that voters shift allegiances in response to a series of economic shocks, leading to a loss of trust in political elites. One Nation's growing influence will be tested in the upcoming federal election, with economic conditions expected to be a significant factor.

Frequently asked questions

It describes a period where households experience economic pressures similar to the 1970s, marked by elevated inflation and a stagnant economy, leading to a cost-of-living squeeze and job insecurity.

The party links housing affordability and other economic ailments to immigration, addressing issues that are top-of-mind for voters and using them as a platform to discuss immigration.

The crisis is due to decades of chronic undersupply, investor-centric tax settings, and price growth that has far outpaced wages.

The surge is linked to the latest rise in living costs, exacerbated by global events, which has depleted household savings and resilience, making people feel worse despite a solid labor market.

What Happens Next

01One Nation's popularity will be tested in the next federal election.
02Labor will continue its long-term policy announcements and delivery to address housing affordability.
03The Coalition needs to present a more unified and serious opposition.

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Cadence

How It Developed

One Nation has achieved unprecedented polling numbers and higher net approval ratings for Pauline Hanson.
Economists describe current household economic pressures as a 'stagflation impulse' with a cost-of-living squeeze and job insecurity.
High housing costs and younger generations being priced out of home ownership contribute to pessimism.
Consumer sentiment surveys show deep pessimism, with interest rate hikes impacting buyers and mortgage holders.
One Nation links housing affordability and economic issues to immigration, addressing front-of-mind concerns.
The party uses economic issues as a platform to discuss immigration, its preferred topic.
One Nation also links cost-of-living pressures to its campaign against net zero emissions and renewables.
Decades of undersupply and investor-centric tax settings have driven up housing prices.

Sources

T1
One Nation is capitalising on Australians’ economic pessimism like never before. Is a ‘stagflation impulse’ to blame?The Guardian

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