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
Australia & New Zealand Rapid Response New Zealand GDP (Q1 2025) Although New Zealand’s recovery gained traction last quarter, there are signs that the upshift in momentum will prove short-lived. Accordingly, we still think there’s a strong case for the RBNZ to cut... 19th June 2025 · 2 mins read
Australia & New Zealand Rapid Response Australia GDP (Q1 2025) Although activity was off to a poor start in 2025, the persistent strength in unit labour cost growth will constrain the RBA’s ability to provide much policy support. 4th June 2025 · 3 mins read
Australia & New Zealand Rapid Response RBA Minutes (May 2025) Although the RBA's easing cycle has further to run, it is unlikely to cut rates as far as markets are anticipating. 3rd June 2025 · 2 mins read
Australia & New Zealand Rapid Response Australia Retail Sales (Apr. 2025) Despite the ongoing slump in consumer spending, we’re not convinced the RBA will cut rates as aggressively as markets are anticipating. 30th May 2025 · 2 mins read
Australia & New Zealand Rapid Response RBNZ Meeting (May 2025) With the RBNZ clearly concerned about the health of the economy, we continue to believe that its easing cycle has much further to run. 28th May 2025 · 2 mins read
Australia & New Zealand Rapid Response Australia Monthly CPI Indicator (April 2025) With underlying price pressures proving somewhat persistent, we're sticking to our view that the RBA won't cut rates as far as markets are anticipating. 28th May 2025 · 2 mins read
Australia & New Zealand Rapid Response Australia Flash PMIs (May 2025) The step-down in business activity this month, combined with signs of easing price pressures, supports our view that the RBA’s easing cycle has further to run. 22nd May 2025 · 2 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (May 2025) With the Bank growing increasingly concerned about downside risks to the economy, there is a good chance that it will cut rates further than we are currently anticipating this cycle. 20th May 2025 · 2 mins read
Australia & New Zealand Rapid Response Australia Labour Market (Apr. 25) With the labour market going from strength to strength, we’re more convinced than ever that the RBA will be reluctant to cut rates aggressively. Accordingly, we’re sticking to our forecast for a... 15th May 2025 · 2 mins read
Australia & New Zealand Rapid Response Australia Wage Price Index (Q1 2025) The pick-up in wage growth in Q1 won’t prevent the RBA from cutting interest rates next week but it will limit the scope of additional easing thereafter. 14th May 2025 · 2 mins read
Australia & New Zealand Rapid Response New Zealand Labour Market (Q1 2025) 7th May 2025 · 2 mins read
Australia & New Zealand Rapid Response Australia Federal Election The Australian Labor party, led by Prime Minister Anthony Albanese, is cruising towards victory in yesterday’s federal election. Given that our forecasts assumed policy continuity, we are inclined to... 4th May 2025 · 2 mins read
Australia & New Zealand Rapid Response Australia Retail Sales (Mar./Q1 2025) 2nd May 2025 · 2 mins read
