Australia & New Zealand Economics Weekly

ANZ Weekly: RBA will look past strong household spending data

Provisional household spending data published this week suggest that private consumption may have picked up more strongly in Q4 than the Reserve Bank of Australia had anticipated. However, given the...

7th February 2025 · 4 mins read

Australia & New Zealand Economics Update

Rate cuts not a panacea for Australia’s housing market

Australia’s housing slowdown continued into the new year, as demand softened further. Although the prospect of imminent rate cuts could temporarily buoy buyer sentiment, we don’t expect a meaningful...

3rd February 2025 · 3 mins read

Australia & New Zealand Rapid Response

Australia Retail Sales (Dec./Q4 2024)

3rd February 2025 · 2 mins read

Australia & New Zealand Economics Weekly

ANZ Weekly: RBA will start cutting rates in February

With Australia's underlying inflation surprising materially to the downside in Q4, we've brought forward our forecast for the RBA's first rate cut from May to February. The data clearly show that...

31st January 2025 · 5 mins read

Australia & New Zealand Rapid Response

Australia Consumer Prices (Q4 2024)

29th January 2025 · 2 mins read

Australia & New Zealand Economics Weekly

ANZ Weekly: Cooling labour markets will support disinflation

Data released this week suggest that the RBNZ's concerns about the stickiness of homegrown inflation are overdone. Indeed, non-tradables inflation undershot the Bank's expectations for a second...

24th January 2025 · 5 mins read

Australia & New Zealand Economics Focus

What a Coalition victory would mean for Australia

We suspect that a Coalition government would run slightly tighter fiscal policy than Labor, which in turn may encourage the Reserve Bank of Australia to loosen monetary policy a bit more aggressively...

22nd January 2025 · 18 mins read

Australia & New Zealand Rapid Response

New Zealand Consumer Prices (Q4 2024)

21st January 2025 · 2 mins read

Australia & New Zealand Economics Weekly

ANZ Weekly: RBA may look past the tight labour market

At first glance, data released this week should lessen the urgency for the Reserve Bank of Australia to loosen policy settings. After all, we learned that both unemployment and underutilisation rates...

17th January 2025 · 5 mins read

Australia & New Zealand Rapid Response

Australia Labour Market (Dec. 2024)

16th January 2025 · 3 mins read

Australia & New Zealand Economics Update

The case for below-neutral rates in Australia

It’s possible that prolonged weakness in economic activity and a jump in unemployment force the RBA to cut rates more aggressively than we’re anticipating. However, a more likely scenario resulting in...

15th January 2025 · 4 mins read

Australia & New Zealand Economics Weekly

ANZ Weekly: RBA’s easing cycle may be inching closer

Economic data released this week are likely to reinforce the Reserve Bank of Australia's dovish mood. Indeed, we learnt that underlying inflation is easing in earnest and is likely to undershoot the...

10th January 2025 · 5 mins read

Australia & New Zealand Rapid Response

Australia Retail Sales (Nov. 2024)

9th January 2025 · 3 mins read

Australia & New Zealand Rapid Response

Australia Monthly CPI Indicator (Nov. 24)

8th January 2025 · 2 mins read

Australia & New Zealand Economics Update

Australian house price growth to remain weak in 2025

There was little festive cheer in Australia’s housing market last month, with house prices stagnating across the country’s eight capital cities. Given our view that the RBA has only limited room to...

2nd January 2025 · 3 mins read