Australia & New Zealand Data Response Australia Labour Market (Mar. 23) The strength in March’s labour market data will probably prompt the Reserve Bank of Australia to deliver a final 25bp rate hike next month, but unemployment will rise before long. 13th April 2023 · 2 mins read
Australia & New Zealand Rapid Response Australia Labour Market (Mar. 23) 13th April 2023 · 2 mins read
Australia & New Zealand Economics Focus Housing rebound doesn’t look sustainable House prices rebounded in March but we aren’t convinced that this marks the beginning of a sustained rebound. Affordability is set to become the most stretched since the early 90s and if the... 11th April 2023 · 14 mins read
Australia & New Zealand Economics Weekly RBA muddies the waters with pause The RBA's decision to leave rates on hold earlier this week doesn't signal the end of its hiking cycle, contrary to what markets expect. Given ongoing concerns about the stickiness of inflation, we... 6th April 2023 · 5 mins read
Australia & New Zealand Data Response Australia International Trade (Feb. 2023) The widening of the trade surplus in February largely reflects the fact that imports of goods and services fell at a much faster rate than exports. Therefore, even though net trade will make a... 6th April 2023 · 2 mins read
Australia & New Zealand Rapid Response Australia International Trade (Feb. 2023) 6th April 2023 · 2 mins read
Capital Daily More hikes may not be enough to keep long-dated yields high Despite some central banks pressing on with hikes, we think long-dated yields will end this year at, or below, current levels. 5th April 2023 · 6 mins read
Australia & New Zealand Economics Update RBA will deliver one final rate hike in May The Reserve Bank of Australia kept open the possibility of further tightening when it decided to leave its cash rate unchanged at 3.60% today. As such, we do still expect the RBA to deliver one final... 4th April 2023 · 5 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Apr. 23) 4th April 2023 · 2 mins read
Australia & New Zealand Data Response Australia CoreLogic House Prices (Mar.) With housing affordability the most stretched it’s been since the global financial crisis, we don’t think the uptick in house prices in March will be sustained. We’re sticking to our forecast that... 3rd April 2023 · 3 mins read
Australia & New Zealand Economics Weekly Minimum wage will surge again With Australian unions and the government both in agreement on the need to protect low-income workers, we expect a bumper 6% rise in the minimum wage this year. However, given the low share of workers... 31st March 2023 · 5 mins read
RBA Watch April pause will be followed by final hike in May The RBA has signalled a pause in its tightening cycle at next week’s meeting and the economic data on balance suggest that it will follow through. However, we still expect it to hike rates one more... 29th March 2023 · 7 mins read
Australia & New Zealand Data Response Australia Monthly CPI Indicator (Feb.) What does banking sector turmoil mean for Asia? Will Japanese overseas lending come back to bite? What are China’s own bank vulnerabilities? Join our 20-minute online briefing on Thurs., 30th March... 29th March 2023 · 3 mins read
Australia & New Zealand Rapid Response Australia Monthly CPI Indicator (Feb.) 29th March 2023 · 2 mins read
Australia & New Zealand Data Response Australia Retail Sales (Feb.) The tepid rise in retail sales in February all but locks in a contraction in sales volumes in Q1. We think that a stronger rise in services spending will help keep private consumption buoyant this... 28th March 2023 · 2 mins read
