Australia & New Zealand Rapid Response

Australia Monthly CPI Indicator (Jan. 2025)

26th February 2025 · 3 mins read

Long Run Economic Outlook

Global megatrends will outweigh Trump disruption

President Trump’s trade and other policies might cause turbulence over the next few years, but they are unlikely to derail the megatrends which will shape the global economy in the long run. We still...

25th February 2025 · 1 hr, 8 mins read

FX Markets Update

AUD & NZD: The Trump Trade’s worst victims?

The Australian and New Zealand dollars have fared worse than almost every other currency over the past few months. We think they will continue to do so.

25th February 2025 · 5 mins read

Australia & New Zealand Economics Weekly

ANZ Weekly: RBA’s hands tied by the tight labour market

When the RBA cut rates by 25bp this week, it made it painfully clear that any further loosening of policy settings would be modest given the strong labour market. The Bank's concerns seem to be well...

21st February 2025 · 5 mins read

Australia & New Zealand Rapid Response

Australia Labour Market (Jan. 2025)

20th February 2025 · 2 mins read

Australia & New Zealand Rapid Response

Australia Wage Price Index (Q4 2024)

19th February 2025 · 2 mins read

Australia & New Zealand Economics Update

RBA signals a slow pace of policy normalisation

When the Reserve Bank of Australia handed down its inaugural 25bp cut today, it indicated that any further withdrawal of monetary restriction would be limited, given residual inflationary pressures...

18th February 2025 · 3 mins read

Australia & New Zealand Rapid Response

Reserve Bank of Australia Meeting (Feb. 2025)

18th February 2025 · 2 mins read

Australia & New Zealand Economics Weekly

ANZ Weekly: NZ mulls tax cuts, Australia could gain from trade war

Speculation has been growing that the New Zealand government will slash the corporate income tax rate in the upcoming May budget. Given that New Zealand’s corporate tax rate is higher than in most...

14th February 2025 · 6 mins read

RBA Watch

RBA Watch: RBA will cut rates by only 75bp this cycle

We expect the Reserve Bank of Australia to cut rates by 25bp, to 4.10%, at its meeting on 18th February. Although the labour market remains resilient and there are tentative signs of a pickup in...

11th February 2025 · 8 mins read

Australia & New Zealand Economics Weekly

ANZ Weekly: RBA will look past strong household spending data

Provisional household spending data published this week suggest that private consumption may have picked up more strongly in Q4 than the Reserve Bank of Australia had anticipated. However, given the...

7th February 2025 · 4 mins read

Australia & New Zealand Economics Update

Rate cuts not a panacea for Australia’s housing market

Australia’s housing slowdown continued into the new year, as demand softened further. Although the prospect of imminent rate cuts could temporarily buoy buyer sentiment, we don’t expect a meaningful...

3rd February 2025 · 3 mins read

Australia & New Zealand Rapid Response

Australia Retail Sales (Dec./Q4 2024)

3rd February 2025 · 2 mins read

Australia & New Zealand Economics Weekly

ANZ Weekly: RBA will start cutting rates in February

With Australia's underlying inflation surprising materially to the downside in Q4, we've brought forward our forecast for the RBA's first rate cut from May to February. The data clearly show that...

31st January 2025 · 5 mins read

Australia & New Zealand Rapid Response

Australia Consumer Prices (Q4 2024)

29th January 2025 · 2 mins read