Australia & New Zealand Rapid Response

Reserve Bank of Australia Meeting (Nov. 2025)

When the Reserve Bank of Australia left policy settings unchanged at its meeting today, it remained even-handed about the risks to its outlook. Although an extended pause appears likely, we still...

4th November 2025 · 2 mins read

Australia & New Zealand Chart Pack

ANZ Chart Pack (Nov. 2025)

Recent developments reinforce the divergent outlooks for the Antipodean economies. The RBA has cut rates by just 75bp so far. Given the relative resilience of the Australian economy and ongoing signs...

3rd November 2025 · 1 min read

Australia & New Zealand Economics Update

Rapid housing rebound will keep RBA on the sidelines

Australia’s housing rally showed no signs of slowing in October. Given the RBA’s ongoing concerns about shelter inflation, the data reinforce our view that policy easing is unlikely to be on the...

3rd November 2025 · 3 mins read

Australia & New Zealand Rapid Response

Australia Monthly Household Spending Indicator (Sep. 25)

Notwithstanding the slowdown in household spending last quarter, the RBA will almost certainly leave rates on hold at its meeting tomorrow. We don't expect rate cuts to be on the agenda before the...

3rd November 2025 · 2 mins read

APAC Commercial Property Update

RICS data shows APAC CRE sentiment still subdued in Q3

The latest RICS Commercial Property Sentiment Index for Asia-Pacific remained in negative territory in Q3, reaffirming our view that the recovery in this cycle will be weak. Mainland China and Hong...

31st October 2025 · 3 mins read

Australia & New Zealand Economics Weekly

RBA on an extended pause, but easing cycle not over

With underlying inflation in Australia having surprised materially to the upside in Q3, the RBA is all but certain to leave rates unchanged next week. However, unlike several other analysts we're not...

31st October 2025 · 5 mins read

RBA Watch

RBA will remain on hiatus until Q3 2026

The RBA will leave its cash rate unchanged at 3.6% on 4th November. And with inflation proving stubborn, the Bank is likely to remain on hold until the second half of next year. That said, a prolonged...

29th October 2025 · 8 mins read

Australia & New Zealand Rapid Response

Australia Consumer Prices (Q3 2025)

With inflation vastly overshooting the RBA’s forecasts, the Bank won’t cut interest rates at its November meeting and the chances that it won’t loosen policy any further are rising.

29th October 2025 · 2 mins read

Australia & New Zealand Economics Weekly

Critical minerals deal holds promise for Australia

The critical minerals agreement signed by Australia and the US will provide only a modest boost to activity in the near term. However, the deal highlights the opportunities that global fracturing...

24th October 2025 · 5 mins read

APAC Commercial Property Update

Brisbane poised to outperform due to lower remote work share

Office attendance in Australia has recovered from pandemic lows but has stalled at around 70% of pre-pandemic levels since 2024. But the larger exposure of Melbourne and Sydney to the finance and...

22nd October 2025 · 3 mins read

Australia & New Zealand Economics Weekly

RBA to cut in November as labour market cools

RBA officials have recently been downplaying the potential for further rate cuts. However, we believe their hawkish pivot won't last. Indeed, the surge in the jobless rate to a four-year high in...

17th October 2025 · 4 mins read

Australia & New Zealand Rapid Response

Australia Labour Market (Sep. 2025)

The marked loosening of the labour market last month bolsters the case for the RBA to cut rates by 25bp at its meeting in November. Even so, the decision will probably come down to the wire, given the...

16th October 2025 · 2 mins read

Australia & New Zealand Rapid Response

RBA Minutes (Sep. 2025)

Although the RBA sounded less confident about the policy space it has to lower rates, we still expect it to deliver two more 25bp cuts in the months ahead.

14th October 2025 · 2 mins read

Australia & New Zealand Economics Weekly

RBNZ’s easing cycle will be over by year-end

We were among the minority of analysts who correctly predicted that the RBNZ would slash its policy rate by 50bp this week and we still expect another 25bbp cut at its November meeting. However...

10th October 2025 · 4 mins read

Australia & New Zealand Rapid Response

RBNZ Meeting (October 25)

The RBNZ signalled that further reductions are on the cards when it slashed the overnight cash rate by 50bp today and we think it will eventually lower rates to 2.25%.

8th October 2025 · 2 mins read