Australia & New Zealand Economics Update What does the US Fed mean for Australia and New Zealand Any rise in government bond yields in Australia and New Zealand triggered by the US Fed taking a step closer to raising rates is likely to be temporary, while any weakening in the exchange rates of... 17th March 2015 · 1 min read
Australia & New Zealand Economics Weekly New Zealand is vulnerable to Australian slowdown The hit to New Zealand’s exports from the economic slowdown in Australia is going to be felt at almost the exact same time as the boost to activity from the domestic construction boom starts to fade... 13th March 2015 · 1 min read
Australia & New Zealand Data Response Australia Employment (Feb.) The 15,600 increase in Australian employment and slight fall in the unemployment rate last month may be seen by some commentators as a cause for relief. But the bigger picture is that Australia’s... 12th March 2015 · 1 min read
Australia & New Zealand Economics Weekly Was that it? The end of the so-called income recession late last year appears to suggest that the direct hit to the Australian economy from the fall in the prices of key commodity exports has already come and gone... 6th March 2015 · 1 min read
Australia & New Zealand Data Response Australia GDP (Q4) Australia’s economy picked up by less than expected in the fourth quarter, and worse is likely to be ahead, given that the effects of a significant deterioration in the country’s terms of trade are... 4th March 2015 · 1 min read
Australia & New Zealand Economics Update Australian rates still likely to be cut to 1.5% this year We believe that the Reserve Bank of Australia’s decision not to follow last month’s rate cut to 2.25% with another reduction today is just a pause in a loosening cycle that will take rates down to 1.5... 3rd March 2015 · 1 min read
Australia & New Zealand Economic Outlook Struggling to cope with commodity collapse The plunge in the prices of the key commodity exports of both Australia and New Zealand late last year will soon filter through into weaker domestic activity, resulting in GDP growth this year slowing... 2nd March 2015 · 1 min read
Australia & New Zealand Economics Update 10 key calls on Australia and New Zealand Our full analysis of the prospects for the Australian and New Zealand economies is contained in ourAustralia & New Zealand Economic Outlook (sent to clients today), but in this note we highlight ten... 2nd March 2015 · 1 min read
Asia Economics Update Rate cut in Australia won't be the last The Reserve Bank of Australia (RBA) cut its cash rate for the first time since mid-2013 today, taking it down by 25 basis points to 2.25%. Given the RBA’s change of stance and the likelihood that the... 3rd February 2015 · 1 min read
Asia Economic Outlook Lower oil prices to support growth The recent sharp drop in global oil prices is a positive development for Emerging Asia. It will support growth in most economies and will put downward pressure on inflation, providing scope for... 14th January 2015 · 1 min read
Asia Data Response Australia GDP (Q3) The Australian economy grew at its slowest rate since Q1 2013 in the third quarter, largely owing to a contraction in investment. We think falling commodity prices and a decline in mining investment... 3rd December 2014 · 1 min read
Asia Economics Update Australia's first rate hike still a long way off The Reserve Bank of Australia (RBA) provided no surprises in its monetary policy decision today, keeping its policy rate at 2.5% and once again signalling that it has no intention of changing its... 2nd December 2014 · 1 min read
Asia Economics Weekly Where could we see an upside surprise next year? We expect most economies in Emerging Asia to record another year of solid, if unspectacular, growth in 2015. That said , there are a number of potential upside surprises. This Weekly looks at some of... 28th November 2014 · 1 min read
Asia Economics Update Australia-China FTA will help rebalance Australia’s economy Australia signed a free trade agreement (FTA) with China yesterday that will give its exporters a surprising amount of access to China’s market. The biggest opportunities lie in the agriculture and... 18th November 2014 · 1 min read
Asia Data Response Australia Employment (Oct.) A gain in employment in October, after two months of net job losses, will allay some of the worst fears about Australia's labour market, but it still looks far from healthy. 6th November 2014 · 1 min read
Asia Economics Update Australia's first rate hike further off than most expect The Reserve Bank of Australia (RBA) kept its policy rate on hold at 2.5% today and provided no surprises in its policy statement either. Once again it said that “the most prudent course is likely to... 4th November 2014 · 1 min read
