Event Asia Drop-In: What does the recent banking sector turmoil mean for Asia? 30th March 2023, 9:00AM BST Although the recent flare-up of financial stability concerns has been a US-Europe story, its reverberations could be global. Economists from across our Asia coverage held a special online briefing...
Australia & New Zealand Economic Outlook Tightening cycles nearing their end Both the RBA and the RBNZ have more work to do to rein in the recent surge in inflation. That aggressive monetary tightening is starting to take its toll on economic activity and we expect GDP growth... 20th March 2023 · 2 mins read
Australia & New Zealand Economics Weekly RBA will shrug off market jitters Amid signs of trouble in the global banking system, markets believe that the RBA is done tightening and that rate cuts will be on the cards soon. However, with domestic demand showing few signs of... 17th March 2023 · 3 mins read
Australia & New Zealand Data Response Australia Labour Market (Feb. 23) February’s strong labour force figures will prompt the Reserve Bank of Australia to press ahead with another 25bp hike at its April meeting despite mounting signs of strain in the global banking... 16th March 2023 · 2 mins read
Australia & New Zealand Rapid Response Australia Labour Market (Feb. 23) 16th March 2023 · 2 mins read
Australia & New Zealand Data Response New Zealand GDP (Q4 2022) With the New Zealand economy in for more pain on the heels of the Q4 GDP decline, we expect the RBNZ to start cutting rates towards the end of the year. 15th March 2023 · 2 mins read
Commodities Focus The economic impact of fracturing on Australia The fracturing of strategic supply chains into US and China trade blocs threatens Australia’s existing significant trade with China but also presents Australia with an opportunity to align its trade... 15th March 2023 · 17 mins read
Australia & New Zealand Economics Update Financial system should withstand SVB shock Australian banks are unlikely to experience the same valuation losses that resulted in the demise of Silicon Valley Bank. The biggest risk is that a freezing up of overseas bond markets shuts down... 14th March 2023 · 4 mins read
Australia & New Zealand Economics Weekly The RBA won’t hit pause just yet RBA Governor Phil Lowe’s statement that the Board was closer to a pause was interpreted by financial markets as a marginally dovish signal. However, with inflation yet to fall in earnest and the... 10th March 2023 · 6 mins read
Australia & New Zealand Economics Update RBA not done tightening yet The Reserve Bank of Australia signalled that further tightening will be needed when it hiked the cash rate to 3.60% today and we’re sticking to our forecast that the Bank will lift the cash rate to 4... 7th March 2023 · 3 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Mar 23) 7th March 2023 · 2 mins read
Australia & New Zealand Rapid Response Australia International Trade (Jan.) 7th March 2023 · 2 mins read
Australia & New Zealand Economics Update Services inflation will remain stubbornly high With labour productivity falling the most on record over the past year, unit labour cost growth has surged even as hourly earnings growth has remained sluggish. While we expect productivity growth to... 6th March 2023 · 3 mins read
Australia & New Zealand Economics Weekly Private consumption will weaken further this year While Q4 GDP was broadly in line in with our expectations, the details show that the Australian consumer is on weaker ground than we had thought. The confluence of falling real disposable incomes... 3rd March 2023 · 6 mins read
