Australia & New Zealand Rapid Response

Australia Labour Market (Jan. 2025)

20th February 2025 · 2 mins read

Australia & New Zealand Rapid Response

Australia Wage Price Index (Q4 2024)

19th February 2025 · 2 mins read

Australia & New Zealand Economics Update

RBA signals a slow pace of policy normalisation

When the Reserve Bank of Australia handed down its inaugural 25bp cut today, it indicated that any further withdrawal of monetary restriction would be limited, given residual inflationary pressures...

18th February 2025 · 3 mins read

Australia & New Zealand Rapid Response

Reserve Bank of Australia Meeting (Feb. 2025)

18th February 2025 · 2 mins read

Australia & New Zealand Economics Weekly

ANZ Weekly: NZ mulls tax cuts, Australia could gain from trade war

Speculation has been growing that the New Zealand government will slash the corporate income tax rate in the upcoming May budget. Given that New Zealand’s corporate tax rate is higher than in most...

14th February 2025 · 6 mins read

RBA Watch

RBA Watch: RBA will cut rates by only 75bp this cycle

We expect the Reserve Bank of Australia to cut rates by 25bp, to 4.10%, at its meeting on 18th February. Although the labour market remains resilient and there are tentative signs of a pickup in...

11th February 2025 · 8 mins read

Australia & New Zealand Economics Weekly

ANZ Weekly: RBA will look past strong household spending data

Provisional household spending data published this week suggest that private consumption may have picked up more strongly in Q4 than the Reserve Bank of Australia had anticipated. However, given the...

7th February 2025 · 4 mins read

Australia & New Zealand Economics Update

Rate cuts not a panacea for Australia’s housing market

Australia’s housing slowdown continued into the new year, as demand softened further. Although the prospect of imminent rate cuts could temporarily buoy buyer sentiment, we don’t expect a meaningful...

3rd February 2025 · 3 mins read

Australia & New Zealand Rapid Response

Australia Retail Sales (Dec./Q4 2024)

3rd February 2025 · 2 mins read

Australia & New Zealand Economics Weekly

ANZ Weekly: RBA will start cutting rates in February

With Australia's underlying inflation surprising materially to the downside in Q4, we've brought forward our forecast for the RBA's first rate cut from May to February. The data clearly show that...

31st January 2025 · 5 mins read

Australia & New Zealand Rapid Response

Australia Consumer Prices (Q4 2024)

29th January 2025 · 2 mins read

Australia & New Zealand Economics Weekly

ANZ Weekly: Cooling labour markets will support disinflation

Data released this week suggest that the RBNZ's concerns about the stickiness of homegrown inflation are overdone. Indeed, non-tradables inflation undershot the Bank's expectations for a second...

24th January 2025 · 5 mins read

Australia & New Zealand Economics Focus

What a Coalition victory would mean for Australia

We suspect that a Coalition government would run slightly tighter fiscal policy than Labor, which in turn may encourage the Reserve Bank of Australia to loosen monetary policy a bit more aggressively...

22nd January 2025 · 18 mins read

Australia & New Zealand Rapid Response

New Zealand Consumer Prices (Q4 2024)

21st January 2025 · 2 mins read

Australia & New Zealand Economics Weekly

ANZ Weekly: RBA may look past the tight labour market

At first glance, data released this week should lessen the urgency for the Reserve Bank of Australia to loosen policy settings. After all, we learned that both unemployment and underutilisation rates...

17th January 2025 · 5 mins read