Australia & New Zealand Rapid Response

RBA Minutes (Nov. 2025)

The minutes of the RBA’s November meeting reinforce the notion that the Bank will remain in wait and watch mode in the near term. While we still expect it to cut rates by another 50bp late next year...

18th November 2025 · 2 mins read

Australia & New Zealand Economics Weekly

Too soon to call time on the RBA’s easing cycle

With economic sentiment improving, employment rebounding, and policymakers sounding increasingly hawkish, markets see only slim chances of further RBA rate cuts. However, we suspect the latest data...

14th November 2025 · 5 mins read

Australia & New Zealand Rapid Response

Australia Labour Market (Oct. 2025)

The renewed tightening of the labour market last month will feed the Bank’s concerns about elevated capacity pressures and keep rate cuts off the agenda in the near-term.

13th November 2025 · 2 mins read

Australia & New Zealand Economics Weekly

Australia poised to reap benefits from AI boom

Australian imports of automatic data processing machines are growing at a breakneck pace, driven by the rapid expansion of data centre construction. We believe the AI revolution will continue to...

7th November 2025 · 4 mins read

APAC Commercial Property Valuation Monitor

APAC Commercial Property Valuation Monitor (Q4 2025)

Asia-Pacific valuation scores were unchanged in Q3, as property and bond yields saw little movement. While most markets are now fairly valued according to our scores, we expect high risk-free rates to...

7th November 2025 · 1 min read

Australia & New Zealand Economics Focus

What’s driving Australia’s productivity slump?

The main factors behind the ongoing weakness in productivity are the demise of the country’s mining sector, a dearth of business investment and a post-pandemic surge in net migration. The latter has...

5th November 2025 · 13 mins read

Australia & New Zealand Economics Update

RBA will cut rates to 3.1% by end-2026

When the RBA left policy settings unchanged at its meeting today, it struck a rather even-handed tone on the risks to its outlook. Although an extended pause appears likely given the ongoing strength...

4th November 2025 · 3 mins read

Australia & New Zealand Rapid Response

Reserve Bank of Australia Meeting (Nov. 2025)

When the Reserve Bank of Australia left policy settings unchanged at its meeting today, it remained even-handed about the risks to its outlook. Although an extended pause appears likely, we still...

4th November 2025 · 2 mins read

Australia & New Zealand Chart Pack

ANZ Chart Pack (Nov. 2025)

Recent developments reinforce the divergent outlooks for the Antipodean economies. The RBA has cut rates by just 75bp so far. Given the relative resilience of the Australian economy and ongoing signs...

3rd November 2025 · 1 min read

Australia & New Zealand Economics Update

Rapid housing rebound will keep RBA on the sidelines

Australia’s housing rally showed no signs of slowing in October. Given the RBA’s ongoing concerns about shelter inflation, the data reinforce our view that policy easing is unlikely to be on the...

3rd November 2025 · 3 mins read

Australia & New Zealand Rapid Response

Australia Monthly Household Spending Indicator (Sep. 25)

Notwithstanding the slowdown in household spending last quarter, the RBA will almost certainly leave rates on hold at its meeting tomorrow. We don't expect rate cuts to be on the agenda before the...

3rd November 2025 · 2 mins read

APAC Commercial Property Update

RICS data shows APAC CRE sentiment still subdued in Q3

The latest RICS Commercial Property Sentiment Index for Asia-Pacific remained in negative territory in Q3, reaffirming our view that the recovery in this cycle will be weak. Mainland China and Hong...

31st October 2025 · 3 mins read

Australia & New Zealand Economics Weekly

RBA on an extended pause, but easing cycle not over

With underlying inflation in Australia having surprised materially to the upside in Q3, the RBA is all but certain to leave rates unchanged next week. However, unlike several other analysts we're not...

31st October 2025 · 5 mins read

RBA Watch

RBA will remain on hiatus until Q3 2026

The RBA will leave its cash rate unchanged at 3.6% on 4th November. And with inflation proving stubborn, the Bank is likely to remain on hold until the second half of next year. That said, a prolonged...

29th October 2025 · 8 mins read

Australia & New Zealand Rapid Response

Australia Consumer Prices (Q3 2025)

With inflation vastly overshooting the RBA’s forecasts, the Bank won’t cut interest rates at its November meeting and the chances that it won’t loosen policy any further are rising.

29th October 2025 · 2 mins read