Australia & New Zealand Economics Update Strong housing market bolsters case for RBA hikes Australia’s house price rally maintained solid momentum in January, while growth in advertised rents accelerated further. With the housing sector likely to feed inflationary pressures for a while to... 2nd February 2026 · 4 mins read
Australia & New Zealand Economics Weekly Persistence in shelter inflation will keep RBA on edge With inflation once again surprising to the upside of its expectations, the Reserve Bank of Australia will almost certainly raise interest rates at its meeting next week. Moreover, much to the Bank’s... 29th January 2026 · 4 mins read
RBA Watch RBA will hike rates in February and May The ongoing persistence in underlying inflation will persuade the Reserve Bank of Australia to reverse course on rate cuts. We expect the Bank to raise rates by 25bp at its meeting next week, followed... 28th January 2026 · 7 mins read
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 Economics Weekly Australian economy continues to run hot We learned this week that Australia’s unemployment rate fell to a seven-month low in December. The strength of the labour market is a key reason to expect consumption growth to remain brisk in the... 23rd January 2026 · 5 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 Economics Weekly Spending binge reinforces case for RBA to hike With Australian households continuing to loosen their purse strings, private consumption is almost certain to have recorded a bumper gain last quarter. Moreover, as firms report increasingly severe... 16th January 2026 · 6 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (Jan. 2026) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. We believe the RBA will join the rather exclusive club of advanced economy central banks that tightens... 14th January 2026 · 1 min 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 Economics Weekly Case for February rate hike remains intact Following the release of weaker than expected November inflation figures, the financial markets now only see a small chance of a rate hike at the RBA's next meeting in February. However, if the Q4 CPI... 9th January 2026 · 4 mins read
APAC Commercial Property Update Weak total returns continue into 2026 amid tight yield spreads Asia-Pacific property markets have performed largely in line with our mid-2025 forecasts, with investment activity recovering only moderately and returns held back by falling capital values. We expect... 7th January 2026 · 3 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 Economics Update Australia’s housing rally will soon slow in earnest Australia’s house price rally lost some steam in December and if we’re right that the Reserve Bank of Australia will lift interest rates as soon as February this slowdown has further to run. 2nd January 2026 · 3 mins read
Australia & New Zealand Economics Weekly New Zealand’s economy isn’t in the clear just yet Following a strong rebound in the New Zealand economy in Q3, financial markets are increasingly pricing in the start of a new RBNZ tightening cycle in the months ahead. However, we remain sceptical... 19th December 2025 · 4 mins read
Australia & New Zealand Economics Update Loose fiscal policy bolsters the case for RBA hikes The Australian government’s mid-year budget update showed that efforts to rein in public spending remain few and far between. With the economy pushing up against capacity constraints, the case for the... 18th December 2025 · 3 mins read
Australia & New Zealand Economics Weekly Soft labour market data won’t keep RBA from hiking When the Reserve Bank of Australia left rates on hold this week, it clearly signalled that it has a tightening bias. Although the weak November jobs report complicates the outlook somewhat, we suspect... 12th December 2025 · 5 mins read
