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Latest Australia & New Zealand Economics insights

Australia & New Zealand Economics Weekly

RBA has more work to do

We expect the Reserve Bank of Australia to follow up this week’s 25bp hike with additional policy tightening in the months ahead. Indeed, with growth set to accelerate further above potential this...

6th February 2026 4 mins read

Australia & New Zealand Economics Update

RBA will hike rates to 4.35%

The recent pick-up in economic activity and inflation suggests that the neutral rate of interest may now be closer to 4% instead of the RBA’s estimate of around 3.5%. Given that the RBA believes that...

4th February 2026 4 mins read

Australia & New Zealand Rapid Response

New Zealand Labour Market (Q4 2025)

The modest rise in New Zealand’s jobless rate in Q4 masks the fact that underlying labour market conditions have started to improve. That said, we still think policy tightening won’t be on the Bank’s...

3rd February 2026 2 mins read

Australia & New Zealand Economics Update

RBA raises rates, leaves door ajar for further hikes

The Reserve Bank of Australia struck an unambiguously hawkish tone when it raised rates by 25bp at its meeting today. Our base case is that the Bank will deliver only one more 25bp hike this year, but...

3rd February 2026 3 mins read

Australia & New Zealand Economics coverage

Our Australia & New Zealand coverage offers in-depth economic analysis and independent forecasts for both the economies and their financial markets. There is a particular emphasis on how global events and commodities markets influence the two countries and their exchange rates.

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