Australia & New Zealand Economics Weekly Restrictive policy will bring inflation to heel With Australia's inflation problem proving stubborn, we expect the RBA to hike again next week. Core market services inflation has accelerated, while rising import costs for electronics threaten to... 30th October 2026 · 5 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (October 2026) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. Underlying inflation in Australia gained traction in Q3, while leading indicators suggest that it will... 29th October 2026 · 1 min read
RBA Watch Hawkish RBA will hike again for good measure With inflationary pressures unrelenting, the RBA will lift its cash rate by 25bp to an 18-year high of 4.85% at its November meeting. That hike will put policy settings well and truly into restrictive... 28th October 2026 · 8 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Q3/Sept. 2026) With underlying price pressures gaining traction, it looks increasingly likely that the RBA will put its foot on the brakes sooner rather than later. 28th October 2026 · 2 mins read
Australia & New Zealand Economics Weekly Hawkish RBA may yet hike rates again RBA Deputy Governor Andrew Hauser’s hawkish comments this week have heightened the risk of another rate hike in November. Elevated energy prices, the AI investment boom and weak productivity threaten... 23rd October 2026 · 5 mins read
Australia & New Zealand Economics Update Higher neutral rate need not prompt more tightening The evidence that the neutral rate of interest has continued to rise is mixed. And with excess demand now clearly diminishing, we’re not convinced that further monetary tightening is warranted. 19th October 2026 · 4 mins read
Australia & New Zealand Economics Weekly Looser labour market means policy is tight enough The RBA argued that monetary policy was only “somewhat restrictive” at its September meeting. However, the Bank’s decision to lift the cash rate further at that meeting means that policy is now more... 16th October 2026 · 4 mins read
Australia & New Zealand Rapid Response Australia Labour Market (Sep. 2026) The clear deterioration in labour market conditions should give the RBA greater confidence that policy settings are adequately restrictive. 15th October 2026 · 2 mins read
Australia & New Zealand Rapid Response RBA Minutes (Sep. 2026) While the Board continued to strike a hawkish tone in September, we’re sticking to our view that the cash rate has already peaked. 13th October 2026 · 2 mins read
Australia & New Zealand Economics Weekly New Zealand’s recovery will remain gradual National income data released this week showed that New Zealand households are still saving at a high rate. However, with real income growth slowing and housing wealth continuing to fall, they are... 9th October 2026 · 4 mins read
Australia & New Zealand Economics Weekly RBA’s tightening cycle is likely at an end The RBA left the door open to further tightening when it hiked rates by 25bp this week. However, policy is already well into restrictive territory and much of this year’s tightening has yet to work... 2nd October 2026 · 4 mins read
Australia & New Zealand Economics Update No reprieve for the housing market yet Australia’s housing downturn still has further to run, even if there are tentative signs that demand is beginning to stabilise. Weakening housing market conditions should help ease shelter inflation... 1st October 2026 · 3 mins read
Australia & New Zealand Economics Update Public sector still not providing helping hand to RBA The public sector has reined in its profligate tendencies ever so slightly in recent quarters, but the 2026/27 state and federal Budgets point to continued strong growth in government spending. That... 30th September 2026 · 3 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Aug. 26) Measures of core inflation didn’t strengthen any further in August, supporting our view that the RBA’s tightening cycle is likely at an end. 30th September 2026 · 2 mins read
Australia & New Zealand Economics Update RBA keeps its options open after hawkish hike The RBA hiked rates as expected and kept the door open to further tightening. We still think the cash rate has peaked, as the cooling labour market should help reduce capacity pressures. However, the... 29th September 2026 · 3 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Sep. 2026) The RBA hiked rates as expected, but it left the door ajar for further tightening in the months ahead. While we continue to believe that the cash rate has now peaked, risks to this view are growing. 29th September 2026 · 2 mins read
