Australia & New Zealand Rapid Response

Australia Wage Price Index (Q2 2025)

13th August 2025 · 2 mins read

Australia & New Zealand Rapid Response

Reserve Bank of Australia Meeting (August 25)

12th August 2025 · 2 mins read

Australia & New Zealand Rapid Response

New Zealand Labour Market (Q2 2025)

With New Zealand’s labour market continuing to slacken in Q2, the RBNZ is all but certain push ahead with a 25bp cut at its meeting later this month.

6th August 2025 · 2 mins read

Australia & New Zealand Rapid Response

Australia Monthly Household Spending Indicator (Jun. 25)

The strong pickup in household spending last quarter won’t keep the RBA from handing down a 25bp cut when it meets next Tuesday. Looking ahead, however, the data do suggest upside risks to our below...

5th August 2025 · 2 mins read

Australia & New Zealand Rapid Response

Australia Retail Sales (Jun./Q2 2025)

The solid pickup in retail sales in June doesn’t detract from the fact that goods spending across Q2 was rather lacklustre. That being the case, the data won’t stand in the way of the RBA cutting...

31st July 2025 · 2 mins read

Australia & New Zealand Rapid Response

Australia Consumer Prices (Q2 2025)

With underlying inflation inching closer towards the mid-point of the RBA’s 2-3% target, the Board should have no qualms about handing down a 25bp cut next month. And with activity still weak and the...

30th July 2025 · 2 mins read

Australia & New Zealand Rapid Response

RBA Minutes (July 2025)

Although the RBA judged that leaving rates on hold was the more prudent choice at its meeting earlier this month, it did signal that there was more easing in the pipeline. Our sense is that the Bank...

22nd July 2025 · 2 mins read

Australia & New Zealand Rapid Response

New Zealand Consumer Prices (Q2 2025)

With underlying price pressures remaining benign, the RBNZ is likely to loosen policy a bit further than most are anticipating.

21st July 2025 · 2 mins read

Australia & New Zealand Rapid Response

Australia Labour Market (June 2025)

The sharp rise in unemployment in June makes the RBA’s decision to leave rates on hold earlier this month look like a policy error. We’re increasingly convinced that the incoming data flow will prompt...

17th July 2025 · 2 mins read

Australia & New Zealand Rapid Response

RBNZ Meeting (July 2025)

While the RBNZ predictably left rates on hold today, it signalled that it was likely to loosen policy further as long as capacity pressures continued to ease. As a result, we’re sticking to our...

9th July 2025 · 2 mins read

Australia & New Zealand Rapid Response

Reserve Bank of Australia Meeting (July 25)

8th July 2025 · 2 mins read

Australia & New Zealand Rapid Response

Australia Monthly Household Spending Indicator (May 25)

The strong pickup in household spending in May is likely overstating the momentum behind private consumption. As a result, we don’t think it will stand in the way of the RBA loosening policy settings...

4th July 2025 · 2 mins read

Australia & New Zealand Rapid Response

Australia Retail Sales (May 2025)

With consumer spending remaining in the doldrums, there is a strong case for the RBA to cut rates faster and further than most are predicting.

2nd July 2025 · 2 mins read

Australia & New Zealand Rapid Response

Australia Monthly CPI Indicator (May 2025)

With price pressures easing markedly in May, the RBA may well front-load monetary easing to a greater degree than we’re predicting.

25th June 2025 · 2 mins read

Australia & New Zealand Rapid Response

Australia Labour Market (May 2025)

Labour market and population data published today are sending mixed signals about capacity pressures in the economy. Either way, they probably won’t prevent the RBA from cutting rates further in the...

19th June 2025 · 2 mins read