Australia & New Zealand Economics Weekly Australia set to benefit from soaring EV sales While China is the key beneficiary of the recent surge in sales of electric vehicles in Australia and elsewhere, Australia will ultimately benefit from stronger demand for lithium as well. Meanwhile... 10th April 2026 · 5 mins read
Australia & New Zealand Economics Update RBNZ not in a rush to tighten policy While the Reserve Bank of New Zealand discussed a pre-emptive rate hike at its meeting today, the Monetary Policy Committee signalled that the drag on economic activity from higher energy prices will... 8th April 2026 · 3 mins read
Australia & New Zealand Rapid Response Reserve Bank of New Zealand Meeting (April 26) 8th April 2026 · 2 mins read
Australia & New Zealand Economics Focus Can critical minerals rescue Australia’s mining sector? The ongoing conflict in the Middle East has cast a spotlight on the global reliance on fossil fuels and triggered calls for a more aggressive adoption of renewable energy. For Australia, the crisis... 7th April 2026 · 15 mins read
Australia & New Zealand Rapid Response Australia Household Spending (Feb. 26) The recent weakness in household spending won’t stop the RBA from hiking interest rates at its upcoming meeting next month given concerns about an unanchoring of inflation expectations. 7th April 2026 · 2 mins read
Australia & New Zealand Economics Weekly Albanese enters crisis management mode We are sending this Australia & New Zealand Economics Weekly one day earlier than usual because our Singapore office is closed on Good Friday, 3rd April. The Australian government's decision to slash... 2nd April 2026 · 4 mins read
Australia & New Zealand Economics Update How would fuel rationing affect Australia’s economy? Australia’s supply of petroleum products will dwindle over the coming weeks, which could prompt the government to impose fuel rationing. It seems likely that any restrictions will initially target... 1st April 2026 · 3 mins read
Australia & New Zealand Economics Update Australian housing market poised for a downturn Australian house prices have lost some momentum in recent months. With the Reserve Bank of Australia set to hike rates to 4.60% in the coming months, we think house prices will fall outright before... 1st April 2026 · 4 mins read
Australia & New Zealand Economics Weekly Rising inflation expectations are a problem for the RBA There are signs that Australia's electricity inflation will ease in the coming months, as domestic generation costs remain contained despite the crisis. However, the more pressing concern for... 27th March 2026 · 4 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (March 2026) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. Inflation will rise well above target in both Australia and New Zealand as a result of the oil price... 26th March 2026 · 1 min read
Australia & New Zealand Economics Update Why is Australia’s housing market still defying gravity? Even though housing is the least affordable since the early-1990s, a pronounced shortage of housing supply has contributed to continued robust growth in house prices. While higher mortgage rates will... 25th March 2026 · 4 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Feb. 2026) The mild pullback in headline inflation in February won’t allay the RBA’s concerns about upside risks to the inflation outlook. We still think there’s a strong case for continued policy tightening. 25th March 2026 · 2 mins read
Australia & New Zealand Economics Weekly RBA will hike rates to 4.60% this year The RBA's decision to hike rates this week was underpinned by its view that upside risks to inflation outweigh downside risks to employment. We suspect that will remain the case for some time. Given... 20th March 2026 · 7 mins read
Australia & New Zealand Rapid Response Australia Labour Market (Feb. 26) With inflation set to approach 5%, the renewed rise in the unemployment in February won’t prevent the RBA from hiking rates further. 19th March 2026 · 2 mins read
Australia & New Zealand Economics Update Energy crisis won’t hasten Australia’s shift to renewables The Iran conflict has exposed Australia’s continued reliance on fossil fuels, reigniting debate over a green energy pivot. While the government has legislated ambitious climate targets, it has shown... 17th March 2026 · 4 mins read
Australia & New Zealand Economics Update RBA will hike rates again in May Although the RBA’s decision to raise rates at its meeting today was made by the narrowest of margins, the split vote primarily reflected differences regarding the timing of the move rather than the... 17th March 2026 · 3 mins read
