Capital Daily Two threats to bonds that aren’t rate hikes or fiscal crises With the major central banks lining up to talk tough on inflation this week, and investors on edge about fiscal problems in many places, we think there are some other growing medium-term risks facing... 29th April 2026 · 4 mins read
RBA Watch RBA will raise rates to 4.60% in Q3 The RBA will raise rates by another 25bp, to 4.35%, at its meeting next week. While the Bank will likely acknowledge that downside risks to activity have risen, it will put more emphasis on the upside... 29th April 2026 · 8 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Q1/Mar. 26) 29th April 2026 · 2 mins read
Australia & New Zealand Economics Weekly Inflation risks continue to climb higher in Australia Australia's flash PMIs suggest that business conditions bounced back in April, while firms' hiring intentions strengthened in tandem. However, firms have yet to see any respite from intensifying price... 24th April 2026 · 5 mins read
Australia & New Zealand Economics Weekly RBA caught between a rock and a hard place Although business confidence in Australia has plunged in the wake of the Iran war, indicators of underlying activity remain fairly resilient. With capacity pressures elevated and inflation risks... 17th April 2026 · 5 mins read
Australia & New Zealand Rapid Response Australia Labour Market (March 2026) The latest data will reinforce the RBA’s assessment that upside risks to inflation are greater than downside risks to the labour market. 16th April 2026 · 2 mins read
Australia & New Zealand Economics Update Tax changes wouldn’t impact housing market much Australia’s government is mulling tax changes that would make it less attractive for investors to buy rental properties. While that may result in small falls in house prices and could reduce the... 15th April 2026 · 3 mins read
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
