APAC Commercial Property Update APAC sentiment trails other regions in Q2 RICS survey The latest RICS survey showed that overall sentiment in Asia-Pacific is weaker than in other regions, but that there is significant variance within the region. Japan and Australia stood out as clear... 1st August 2025 · 3 mins read
Australia & New Zealand Economics Update Affordability will dampen Australia’s housing rebound Australia’s housing market gained traction in June, and leading indicators suggest the housing rebound has further to run. But with affordability set to remain extremely stretched despite the RBA’s... 1st August 2025 · 4 mins read
Australia & New Zealand Rapid Response Australia Retail Sales (Jun./Q2 2025) The solid pickup in retail sales in June doesn’t detract from the fact that goods spending across Q2 was rather lacklustre. That being the case, the data won’t stand in the way of the RBA cutting... 31st July 2025 · 2 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Q2 2025) With underlying inflation inching closer towards the mid-point of the RBA’s 2-3% target, the Board should have no qualms about handing down a 25bp cut next month. And with activity still weak and the... 30th July 2025 · 2 mins read
Australia & New Zealand Economics Weekly ANZ Weekly: RBA’s gradualism poses upside risks to rates The minutes of the RBA's July meeting showed that the Board remains reluctant to declare victory in the war on inflation – a sentiment reiterated by Governor Bullock in a speech this week. We suspect... 25th July 2025 · 5 mins read
Global Commercial Property Update Global CRE to outperform other assets Although a forecast global real estate return of sub-6% p.a. over the next decade appears disappointing, compared to other assets it stacks up well. We expect sub-4% total returns for both global... 24th July 2025 · 4 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (July 2025) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. Australia’s economy is struggling to gain momentum, while the recent rebound in activity in New... 24th July 2025 · 1 min read
Event ANZ Drop-In: How fast, how low? How Q2 CPI data could dictate RBA rate cuts 30th July 2025, 3:30AM BST The Reserve Bank of Australia has consistently advocated a cautious approach to policy easing.
Australia & New Zealand Rapid Response RBA Minutes (July 2025) Although the RBA judged that leaving rates on hold was the more prudent choice at its meeting earlier this month, it did signal that there was more easing in the pipeline. Our sense is that the Bank... 22nd July 2025 · 2 mins read
Australia & New Zealand Economics Weekly ANZ Weekly: Labour market not an obstacle to RBA rate cuts The strong uptick in Australia's unemployment rate in June may be overstating the actual degree of slack in the labour market. After all, the underutilisation rate remains historically low and... 18th July 2025 · 5 mins read
Australia & New Zealand Rapid Response Australia Labour Market (June 2025) The sharp rise in unemployment in June makes the RBA’s decision to leave rates on hold earlier this month look like a policy error. We’re increasingly convinced that the incoming data flow will prompt... 17th July 2025 · 2 mins read
Australia & New Zealand Economics Focus Inflation will remain soft even as demand recovers We aren’t convinced that a pick-up in demand in response to looser monetary policy will unleash a wave of price hikes that firms were previously holding back. Accordingly, we’re sticking to our... 16th July 2025 · 11 mins read
Australia & New Zealand Economics Weekly ANZ Weekly: RBA to drag out easing cycle as caution prevails The RBA’s decision to leave rates unchanged at its meeting this week came as a surprise to most. As it turns out, a majority of the Board preferred to wait for the full Q2 CPI data (due by end-July)... 11th July 2025 · 5 mins read
APAC Commercial Property Chart Pack APAC Commercial Property Chart Pack (Q2 2025) All-property Asia-Pacific capital values fell at a slower rate of 3.4% y/y in Q1, driven by smaller declines in Australia and Hong Kong. But looking ahead, we expect the upturn in both investment... 9th July 2025 · 0 mins read
Australia & New Zealand Economics Update RBA will resume easing cycle in August While the Reserve Bank of Australia’s today defied widespread expectations of a rate cut, we still expect the Bank to resume its easing cycle at its August meeting. And with GDP growth still sluggish... 8th July 2025 · 3 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (July 25) 8th July 2025 · 2 mins read
