Australia & New Zealand Rapid Response Australia Consumer Prices (Q4 2025) The sharper-than-expected rise in underlying inflation makes it all but certain that the Reserve Bank of Australia will raise interest rates at its meeting next week. 28th January 2026 · 2 mins read
Australia & New Zealand Rapid Response New Zealand Consumer Prices (Q4) Although headline inflation picked up further in Q4, underlying inflation remains well behaved. That being the case, we still think the RBNZ will keep rates on hold for a prolonged period, whereas... 22nd January 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia Labour Market (Dec. 2025) Given the renewed tightening in the labour market in December, the Reserve Bank of Australia is all but certain to pull the trigger on a rate hike at its meeting next month. 22nd January 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia Monthly Household Spending Indicator (Nov. 25) With Australian households continuing to loosen their purse strings, the case for the RBA to tighten policy is growing increasingly compelling. 12th January 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Nov. 25) While trimmed mean inflation slowed in February, it’s probably still too strong for the RBA’s liking and we’re sticking to our forecast that the Bank will tighten policy as soon as next month. 7th January 2026 · 2 mins read
Australia & New Zealand Rapid Response New Zealand GDP (Q3 2025) Although the New Zealand economy bounced back strongly in Q3, the recovery is likely to be somewhat choppy going forward. Accordingly, we believe the RBNZ will remain in wait and watch mode for a... 17th December 2025 · 2 mins read
Australia & New Zealand Rapid Response Australia Labour Market (Nov. 2025) Although the weak November jobs report muddies the waters for the RBA, there are few indications that the labour market is falling off a cliff. Given its concerns about inflation persistence, we still... 11th December 2025 · 2 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Dec. 2025) The RBA sounded concerned about upside risks to inflation when it left its policy rate unchanged today and we now believe that its next move will be rate hike. 9th December 2025 · 2 mins read
Australia & New Zealand Rapid Response Australia Monthly Household Spending Indicator (Oct. 25) The surge in household spending in October confirms our view that the RBA won’t cut rates any further. If anything, the risk is that the Bank will feel compelled to tighten policy before long. 4th December 2025 · 2 mins read
Australia & New Zealand Rapid Response Australia GDP (Q3 2025) Although activity lost a bit of momentum last quarter, we suspect growth will hover at around its trend rate in the year ahead. The upshot is that, although the RBA won’t cut rates any further, we... 3rd December 2025 · 2 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Oct. 2025) With inflationary pressures continuing to strengthen at the start of the quarter, there is little chance that rate cuts will be on the RBA’s agenda anytime soon. 26th November 2025 · 2 mins read
Australia & New Zealand Rapid Response Australia Wage Price Index (Q3 2025) Although wage growth in Australia held steady last quarter, underlying momentum appears to have softened a touch. At the margin, that supports our view that the RBA will resume its easing cycle in H2... 19th November 2025 · 2 mins read
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 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 Rapid Response New Zealand Labour Market (Q3 2025) The tepid Q3 jobs report should ensure that the RBNZ cuts rates by another 25bp at its meeting on 26 th November. However, given signs that the labour market is bottoming out, we suspect that this cut... 4th November 2025 · 2 mins read
