Australia & New Zealand Economics Weekly RBA is done hiking rates Underlying inflation in Q2 didn’t pick up nearly as much as the RBA had expected. Although the path to disinflation is likely to be bumpy, we think the Bank will judge policy sufficiently restrictive... 31st July 2026 · 5 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 Economics Weekly Strong jobs, higher fuel prices keep rate hike in play June’s employment surge shows that Australia’s labour market remains resilient despite some broader cooling, while the sharp rise in regional fuel benchmarks is likely to push domestic pump prices... 24th July 2026 · 5 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 Economics Weekly Data centre boom a mixed blessing for mining sector Strong electricity demand resulting from the rollout of data centres is a mixed blessing for Australia’s mining sector. It could boost demand for lithium to produce storage batteries and demand for... 17th July 2026 · 6 mins read
Australia & New Zealand Economics Update Data centre boom making the RBA’s job harder Australia’s data centre boom has yet to generate a broad-based inflationary impulse. But by adding demand to an already stretched construction sector, it risks prolonging capacity constraints and... 15th July 2026 · 4 mins read
Australia & New Zealand Economics Weekly Will Australia become an agrarian economy again? One Nation’s economic policies focus strongly on those sectors that dominated Australia’s economy in the past rather than on those that will determine its future. Unfortunately, the party’s policies... 10th July 2026 · 4 mins read
Australia & New Zealand Economics Weekly Capacity pressures to persist despite housing weakness This week’s data will likely have reinforced the RBA’s view that tighter financial conditions are weighing on the housing market. But we doubt that housing wealth effects will push consumption much... 3rd July 2026 · 4 mins read
Australia & New Zealand Economics Update Australia’s housing downturn has further to run Australian house prices continued to decline in June, and we think they won’t bottom out until early next year. Although much ink has been spilt about recent housing tax changes, they have yet to have... 1st July 2026 · 3 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 Economics Weekly RBA still set to hike, housing tax changes pass Australia’s latest activity and labour market data continue to point to softer momentum, but the CPI figures suggest that underlying inflation pressures have not yet been tamed. Accordingly, we still... 26th June 2026 · 4 mins read
Australia & New Zealand Economic Outlook Central banks to hike as inflation concerns dominate The RBA has already shifted policy back to restrictive territory and we expect it to tighten settings a bit further, as it seeks to ensure that activity slows sufficiently to bring inflation under... 25th June 2026 · 20 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
Capital Daily Strait jitters, bond divergence, and more UK politics Renewed US-Iran tensions have caused a bit of concern in markets at the start of the week, but as long as negotiations press ahead, global bonds could continue to diverge both from oil prices and from... 22nd June 2026 · 6 mins read
Australia & New Zealand Economics Weekly RBNZ on track to hike, One Nation gains ground The 0.8% q/q rise in New Zealand's GDP in Q1 was flattered by residual seasonality and overstated the economy's underlying momentum. Even so, with the RBNZ increasingly concerned about inflation risks... 19th June 2026 · 5 mins read
