Australia & New Zealand Rapid Response RBNZ Meeting (Sep. 2026) The RBNZ hiked rates as expected, but tempered expectations for further tightening. 2nd September 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia GDP (Q2 26) With GDP growth and inflation holding up better than the RBA had anticipated, the Bank will probably hike rates again before long, perhaps as soon as this month. 2nd September 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia Household Spending (July 2026) The strong pickup in household spending in July will likely reinforce the RBA’s hawkish bias, but our base case continues to be that it won’t go so far as to hike rates again. 27th August 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Jul. 26) 26th August 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia Labour Market (July 2026) With the labour market continuing to cool, we doubt that the RBA will tighten policy any further despite its recent hawkish messaging. 20th August 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia Wage Price Index (Q2 26) Wage growth was weaker last quarter than the RBA had expected and supports our view that the Bank is done tightening. 19th August 2026 · 2 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Aug. 2026) The RBA predictably left rates unchanged at its meeting today.While the Board continued to talk tough on inflation, we don’t believe that it will go as far as to hike rates again this cycle. 11th August 2026 · 2 mins read
Australia & New Zealand Rapid Response New Zealand Labour Market (Q2 2026) With spare capacity in the labour market still rising, the RBNZ won’t be in a rush to hike rates again. 5th August 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia Household Spending (Q2/June 2026) With headwinds to private consumption still looming, we doubt that the moderate pickup in household spending last quarter will move the needle for the RBA. Our base case remains that the Bank is done... 4th August 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Q2/June 2026) With underlying inflation surprising to the downside in Q2, the RBA is unlikely to feel an urgency to hike rates in the near term. 29th July 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia Labour Market (June 2026) With the labour market still holding its own, our forecast that the RBA will hike rates again in August remains alive and well. 23rd July 2026 · 2 mins read
Australia & New Zealand Rapid Response New Zealand Consumer Prices (Q2 2026) The pickup in price pressures last quarter was not particularly broad-based, with measures of core inflation still well behaved. Accordingly, we don’t think there’s a strong case for the RBNZ to hike... 21st July 2026 · 2 mins read
Australia & New Zealand Rapid Response RBNZ Meeting (July 2026) As expected, the RBNZ kicked off its tightening cycle with a 25bp hike today. Its messaging broadly comports with our view that rates will rise gradually to a peak of 3.25% next year. 8th July 2026 · 2 mins read
Australia & New Zealand Rapid Response RBA Minutes (June 2026) The minutes of the June meeting confirmed that the Board’s decision to leave rates on hold was unanimous. Broadly speaking, however, the minutes revealed that the hold was a hawkish one, with the... 30th June 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia Household Spending & Labour Market (May 26) The May household spending and labour market data don’t provide a strong signal about the RBA’s next move. 25th June 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (May 2026) The continued acceleration in underlying inflation in May means that the RBA can’t declare victory in the war on inflation just yet. Accordingly, we continue to believe it will deliver one final 25bp... 24th June 2026 · 2 mins read
