Australia & New Zealand Rapid Response Australia Household Spending Indicator (September 2026) Household spending volumes rose at the same pace in Q3 as in the previous quarter, which suggests that consumption has yet to slow in response to weaker real income growth. 4th November 2026 · 1 min read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Nov. 26) The RBA lifted its policy rate to an 18-year high today, but noted that monetary conditions are now restrictive. Accordingly, we expect the Bank’s next move to be a rate cut. 3rd November 2026 · 2 mins read
Australia & New Zealand Rapid Response RBNZ Meeting (Oct. 2026) While the RBNZ surprised with a hold at its meeting today, it continued to signal that further tightening was in the pipeline. 28th October 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Q3/Sept. 2026) With underlying price pressures gaining traction, it looks increasingly likely that the RBA will put its foot on the brakes sooner rather than later. 28th October 2026 · 2 mins read
Australia & New Zealand Rapid Response New Zealand Consumer Prices (Q3 2026) The pullback in headline inflation in Q3 won’t provide much comfort to the RBNZ, given that underlying price pressures continued to build. 21st October 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia Labour Market (Sep. 2026) The clear deterioration in labour market conditions should give the RBA greater confidence that policy settings are adequately restrictive. 15th October 2026 · 2 mins read
Australia & New Zealand Rapid Response RBA Minutes (Sep. 2026) While the Board continued to strike a hawkish tone in September, we’re sticking to our view that the cash rate has already peaked. 13th October 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Aug. 26) Measures of core inflation didn’t strengthen any further in August, supporting our view that the RBA’s tightening cycle is likely at an end. 30th September 2026 · 2 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Sep. 2026) The RBA hiked rates as expected, but it left the door ajar for further tightening in the months ahead. While we continue to believe that the cash rate has now peaked, risks to this view are growing. 29th September 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia Household Spending Indicator (Aug. 26) The weakness in household spending in August suggests that the recent acceleration in consumption is already losing momentum. That probably won’t prevent the RBA from hiking rates at its meeting later... 29th September 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia Labour Market (Aug. 2026) A solid rebound in employment in August didn’t prevent the jobless rate from rising again. With the labour market likely to cool even further in the coming months, we think the RBA’s 25bp hike next... 24th September 2026 · 2 mins read
Australia & New Zealand Rapid Response New Zealand GDP (Q2 2026) The upside surprise in today’s GDP data leaves the door open for the RBNZ to deliver a third consecutive rate hike at its October meeting. 17th September 2026 · 2 mins read
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
