Event

ANZ Drop-In: When will Australian inflation peak?

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Economists from our ANZ and Global Markets teams were online shortly after the release of Q3 CPI data for a 20-minute briefing in which they answered client questions and addressed key issues, incl

Australia & New Zealand Economics Update

5% peak in OCR will worsen housing downturn

This publication has been resent due to an error with the previous email. The continued strength in inflation will encourage the Reserve Bank of New Zealand to hike the overnight cash rate by 75bp in...

20th October 2022 · 3 mins read

Australia & New Zealand Data Response

Australia Labour Market (Sep. 22)

Australia’s labour market is starting to sputter but with unemployment set to remain low, the RBA will continue to hike interest rates.

20th October 2022 · 2 mins read

Australia & New Zealand Rapid Response

Australia Labour Market (Sep. 22)

20th October 2022 · 2 mins read

Australia & New Zealand Data Response

Consumer Prices (Q3 2022)

The much stronger than expected rise in consumer prices in Q3 will encourage the Reserve Bank of New Zealand to hike rates by another 50bp at its November meeting and poses upside risks to our view...

17th October 2022 · 2 mins read

Australia & New Zealand Economics Update

Wealth effects pose downside risks to consumption

Australia’s record housing downturn may not result in dwellings investment falling quite as sharply as we’re anticipating. However, the largest wealth destruction in Australia’s modern history poses...

17th October 2022 · 2 mins read

Australia & New Zealand Economics Weekly

RBA still likely to lift rates to 3.6% by mid-2023

The RBA downplayed the importance of its revised estimate of the neutral interest rate published this week. For what it’s worth though, the Bank’s analysis implies that the cash rate remains below...

14th October 2022 · 6 mins read

FX Markets Update

We think the aussie and kiwi have a bit further to fall

We expect the aussie and the kiwi to weaken further against the US dollar and trough around mid-2023. And while we don’t expect the aussie to outperform the kiwi as it has recently, we think it will...

12th October 2022 · 4 mins read

Australia & New Zealand Economic Outlook

Central banks will reverse course as growth stalls

Soaring interest rates and falling real incomes will result in a more pronounced slowdown in economic activity in both countries than most anticipate. In fact, we now expect New Zealand to enter a...

12th October 2022 · 26 mins read

Australia & New Zealand Economics Weekly

RBA still likely to lift rates to 3.6% by mid-2023

The Reserve Bank of Australia hiked rates by less than most had anticipated this week, but with the economy still running red hot, we doubt that it will take its foot of the brake altogether before...

7th October 2022 · 4 mins read

Australia & New Zealand Data Response

International Trade (Aug. 2022)

The further fall in the trade surplus in August largely reflects a plunge in export prices and net trade should still provide a small boost to Q3 GDP. But with commodity prices now clearly down from...

6th October 2022 · 3 mins read

Australia & New Zealand Economics Update

RBNZ will hike all the way to 4.5%

The Reserve Bank of New Zealand hiked the overnight cash rate by 50bp to 3.5% as widely anticipated and the hawkish tone of the statement is consistent with our forecast that rates will peak at 4.5%...

5th October 2022 · 4 mins read

Australia & New Zealand Rapid Response

Reserve Bank of New Zealand Meeting (Oct. 22)

5th October 2022 · 2 mins read

Australia & New Zealand Economics Update

Looser policy on the cards before long

The Reserve Bank of Australia slowed the pace of monetary tightening by delivering a smaller 25bp rate hike to 2.60% this month, but we still expect rates to peak a touch higher than most anticipate...

4th October 2022 · 3 mins read

Australia & New Zealand Rapid Response

Reserve Bank of Australia Meeting (Oct. 22)

4th October 2022 · 2 mins read