Australia & New Zealand Rapid Response New Zealand GDP (Q3 2024) With activity in freefall, we expect the RBNZ to keep cutting rates aggressively over the year ahead. 18th December 2024 · 3 mins read
Australia & New Zealand Rapid Response Australia Labour Market (Nov. 2024) With the labour market still firing on all cylinders, there’s little need for the RBA to rush to loosen policy. Accordingly, we still think the Bank won’t deliver its first rate cut before next May. 12th December 2024 · 2 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Dec. 2024) 10th December 2024 · 2 mins read
Australia & New Zealand Rapid Response Australia GDP (Q3 2024) GDP growth remained sluggish in the third quarter, adding to the case for the RBA to start easing policy before long. 4th December 2024 · 2 mins read
Australia & New Zealand Rapid Response Australia Retail Sales (Oct. 24) 2nd December 2024 · 2 mins read
Australia & New Zealand Rapid Response RBNZ Meeting (November 2024) The RBNZ didn’t provide a clear signal about the speed of future rate cuts when it lowered the overnight cash rates by 50bp today, but we think it will deliver another 50bp cut at its February meeting 27th November 2024 · 2 mins read
Australia & New Zealand Rapid Response Australia Monthly CPI Indicator (Oct. 24) The stagnation in headline inflation in October belies a renewed uptick in trimmed mean inflation and we’re sticking to our forecast that the RBA won’t cut interest rates before Q2 next year 27th November 2024 · 2 mins read
Australia & New Zealand Rapid Response Australia Labour Market (Oct. 2024) With the labour market still on sturdy ground, there is a growing risk to our forecast that the RBA will cut rates as soon as February next year. 13th November 2024 · 2 mins read
Australia & New Zealand Rapid Response Australia Wage Price Index (Q3 2024) Wage growth eased markedly in Q3, as workers in the awards system received much smaller pay hikes than last year. Although wage growth should ease further in the coming quarters, the ongoing weakness... 13th November 2024 · 3 mins read
Australia & New Zealand Rapid Response New Zealand Labour Market (Q3 2024) The modest rise in the unemployment rate last quarter belies the precarity of the jobs market. We still believe the unemployment rate will eventually rise to a peak of 5.6% by end-2025. The dismal... 5th November 2024 · 3 mins read
Australia & New Zealand Rapid Response Australia Retail Sales (Sep. 2024) Although real retail sales saw a healthy pickup in Q3, there are reasons to suspect the data are overstating the momentum behind overall household consumption. That being the case, policy implications... 31st October 2024 · 2 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Q3 2024) 30th October 2024 · 2 mins read
Event ANZ Drop-In: Australian Q3 CPI and the timing of RBA rate cuts 1730253600 Australia is exceptional. Monetary easing cycles may be in full swing in many advanced economies, but the Reserve Bank shows no appetite to cut rates yet.
Australia & New Zealand Rapid Response Australia Labour Market (Sep. 2024) With the labour market running red hot, the Reserve Bank of Australia won’t cut rates before the first half of next year. 17th October 2024 · 2 mins read
