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

Australia & New Zealand Chart Pack

ANZ Chart Pack (March 2026)

Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. Inflation will rise well above target in both Australia and New Zealand as a result of the oil price...

26th March 2026 · 1 min read

Australia & New Zealand Economics Update

Why is Australia’s housing market still defying gravity?

Even though housing is the least affordable since the early-1990s, a pronounced shortage of housing supply has contributed to continued robust growth in house prices. While higher mortgage rates will...

25th March 2026 · 4 mins read

Australia & New Zealand Rapid Response

Australia Consumer Prices (Feb. 2026)

The mild pullback in headline inflation in February won’t allay the RBA’s concerns about upside risks to the inflation outlook. We still think there’s a strong case for continued policy tightening.

25th March 2026 · 2 mins read

Australia & New Zealand Economics Weekly

RBA will hike rates to 4.60% this year

The RBA's decision to hike rates this week was underpinned by its view that upside risks to inflation outweigh downside risks to employment. We suspect that will remain the case for some time. Given...

20th March 2026 · 7 mins read

Australia & New Zealand Rapid Response

Australia Labour Market (Feb. 26)

With inflation set to approach 5%, the renewed rise in the unemployment in February won’t prevent the RBA from hiking rates further.

19th March 2026 · 2 mins read

Australia & New Zealand Economics Update

Energy crisis won’t hasten Australia’s shift to renewables

The Iran conflict has exposed Australia’s continued reliance on fossil fuels, reigniting debate over a green energy pivot. While the government has legislated ambitious climate targets, it has shown...

17th March 2026 · 4 mins read

Australia & New Zealand Economics Update

RBA will hike rates again in May

Although the RBA’s decision to raise rates at its meeting today was made by the narrowest of margins, the split vote primarily reflected differences regarding the timing of the move rather than the...

17th March 2026 · 3 mins read

Australia & New Zealand Rapid Response

Reserve Bank of Australia Meeting (March 2026)

Amid concerns that the ongoing energy price spike will adversely affect the inflation outlook, the RBA raised rates by 25bp at its meeting today. However, the decision was made by the narrowest of...

17th March 2026 · 2 mins read

Capital Daily

War and monetary policy, and what it means for markets

Major central bank meetings this week will give investors an early sense of how monetary policymakers will respond to the war. We suspect there isn’t much good news in the offing for bonds.

16th March 2026 · 6 mins read

Australia & New Zealand Economics Update

Energy shortages rippling through Australian supply chains

With supplies of crude oil from the Gulf dwindling, local prices of petroleum products imported from the Asia-Pacific region have already risen more sharply than movements in crude oil prices would...

16th March 2026 · 3 mins read

Australia & New Zealand Economics Weekly

Hauser’s hawkishness heralds a hike

In a podcast this week, RBA Deputy Governor made no bones about his view that the Bank needed to bolster its inflation-fighting credentials. His concerns that the Iran conflict could exacerbate price...

13th March 2026 · 7 mins read

Australia & New Zealand Economics Update

Last hurrah for Australian iron ore mining

Resources exports rose strongly last year, driven by a jump in iron ore exports. However, the bigger picture is that global steel output is past its peak and a sustained pick-up in mining investment...

12th March 2026 · 3 mins read