Australia & New Zealand Economics Update Weaker business confidence would force RBA’s hand While the recent drop in crude oil prices would lower inflation a bit, that drag will be more than offset by a boost from the weaker Australian dollar. The upshot is that barring a sharp fall in... 14th April 2025 · 3 mins read
Australia & New Zealand Economics Weekly ANZ Weekly: Tariff fallout won’t send the RBA into panic mode With concerns growing that Trump's trade war won't leave Australia unscathed, investors now expect the RBA to cut rates by 125bp across its easing cycle. The rout in financial markets also appears to... 11th April 2025 · 6 mins read
Event ANZ Drop-In: Australia’s election, RBA easing and the economic outlook 1745982000 Australia’s 3rd May general election will take place against a backdrop of further Reserve Bank easing and an economy showing signs of having turned a corner.
Australia & New Zealand Economics Update How an escalation of the trade war could affect ANZ Australia and New Zealand are safe havens in the current global trade storm because they have small manufacturing sectors, export little to the US and haven’t been hit with high US tariffs. We’re... 7th April 2025 · 4 mins read
Australia & New Zealand Economics Weekly ANZ Weekly: RBA could cut rates further, as headwinds mount Although the direct impact of US tariffs on the Australian economy is likely to be modest, we believe second-order effects could be more damaging, due to negative spillovers from key trading partners... 4th April 2025 · 3 mins read
Australia & New Zealand Economics Update Reserve Bank of Australia will only cut rates to 3.6% While the RBA is becoming increasingly confident that inflation will sustainably return to target, we still expect its easing cycle to be shallower than most anticipate. 1st April 2025 · 3 mins read
Australia & New Zealand Economics Update RBA rate cuts won’t do much for housing affordability Australian house price growth remained soft in March, amid still-weak housing demand. Although the RBA’s easing cycle could help deliver a shift in momentum later this year, stretched affordability is... 1st April 2025 · 3 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Apr. 25) 1st April 2025 · 2 mins read
Australia & New Zealand Rapid Response Australia Retail Sales (Feb. 2025) With consumers seemingly keeping spending on a tight leash, there is a risk that the RBA will loosen policy a bit more than we currently expect this cycle. 1st April 2025 · 2 mins read
Australia & New Zealand Economics Weekly ANZ Weekly: RBA remains on course to deliver shallow easing cycle With its eyes on the May general election, the Australian government has put forward an array of new spending measures in its 2025/26 Budget. However, we don't believe the scope of fiscal expansion is... 28th March 2025 · 4 mins read
RBA Watch RBA’s easing cycle will be shallow The Reserve Bank of Australia will leave policy settings unchanged at its upcoming meeting that ends on 1 st April and will probably still sound hawkish. However, with inflation set to soften a touch... 26th March 2025 · 7 mins read
Australia & New Zealand Economics Update RBA will look past pre-election budget sweeteners As expected, Australian Treasurer Jim Chalmers unveiled a slew of new spending measures in today’s pre-election Budget. However, we don’t believe the scope of fiscal expansion is large enough to keep... 25th March 2025 · 4 mins read
Australia & New Zealand Economic Outlook ANZ Outlook: RBA will cut less aggressively than RBNZ Both Antipodean economies seem to have turned a corner at the end of last year, and we expect the recoveries to gather momentum in the coming quarters. Given the tight labour market and elevated... 25th March 2025 · 20 mins read
Australia & New Zealand Economics Weekly ANZ Weekly: Net migration to slow further, supporting disinflation We learned this week that Australia's population growth continued to slow in Q3 2024, as net migration flows eased significantly. We believe that concerns about a potential resurgence in international... 21st March 2025 · 4 mins read
Australia & New Zealand Rapid Response Australia Labour Market (Feb. 25) 20th March 2025 · 2 mins read
Australia & New Zealand Economics Weekly ANZ Weekly: Ignore Chalmers’ predictions of spending restraint If the Coalition wins the federal election due by May, the fiscal stance that Treasurer Jim Chalmers will unveil in the Budget on 25 th March may end up being supplanted by a more restrictive one... 14th March 2025 · 6 mins read
