Australia & New Zealand
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Australia & New Zealand

Australia & New Zealand Data Response

Australia & New Zealand Data Response

Australia International Trade (Oct. 2021)

While it’s early days, the October trade figures suggest that net trade will turn into a drag on GDP growth yet again as imports rebound after the end of lockdowns.

2 December 2021

Australia & New Zealand Data Response

Australia CoreLogic House Prices (Nov.)

Housing demand remains very strong, but rising interest rates and lending restrictions should result in a further slowdown in house price growth next year.

1 December 2021

Australia & New Zealand Data Response

Australia GDP (Q3 2021)

With private consumption now rebounding strongly as lockdowns have ended, output in states not affected by lockdowns continuing to rise, and capital spending resilient, we expect GDP to surpass its pre-Delta peak this quarter already and to keep surprising to the upside next year.

1 December 2021
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Australia & New Zealand Data Response

Australia - Retail Sales (Oct. 2021)

The 4.9% m/m jump in retail sales in October brought them very close to their May peak and supports our view that consumption will reverse nearly all of the plunge during the lockdown this quarter.

Australia & New Zealand Data Response

Australia Private Capex Survey (Q3 21)

Private capital expenditure dropped during the recent lockdowns but firms’ forecasts point to a strong rebound over the coming quarters.

Australia & New Zealand Data Response

Australia Wage Price Index (Q3)

The 0.6% q/q rise in the wage price index in Q3 will provide the RBA with some confidence that rates need to remain low in the near term. But we think that wage growth will rise over 2022, putting pressure on the Bank.

Australia & New Zealand Data Response

Australia Labour Market (Oct.)

The rise in the unemployment rate suggests that the labour market continued to suffer right up until the end of the recent lockdowns. But given the ending of lockdowns in mid-October we expect the unemployment rate to fall again in the months ahead.

Australia & New Zealand Data Response

New Zealand- Labour Market (Q3 2021)

The decline in the unemployment rate to 3.4% should encourage the RBNZ to hike rates more aggressively than we had previously anticipated in the months ahead.

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