Australia & New Zealand Data Response Australia Monthly CPI Indicator (Feb.) What does banking sector turmoil mean for Asia? Will Japanese overseas lending come back to bite? What are China’s own bank vulnerabilities? Join our 20-minute online briefing on Thurs., 30th March... 29th March 2023 · 3 mins read
Australia & New Zealand Rapid Response Australia Monthly CPI Indicator (Feb.) 29th March 2023 · 2 mins read
Australia & New Zealand Data Response Australia Retail Sales (Feb.) The tepid rise in retail sales in February all but locks in a contraction in sales volumes in Q1. We think that a stronger rise in services spending will help keep private consumption buoyant this... 28th March 2023 · 2 mins read
Australia & New Zealand Economics Update Surging credit card spending not a cause for concern The surge in credit card spending over the past year hasn’t been any larger than the increase in overall consumer spending. And with personal credit accounting for a small share of overall credit, a... 27th March 2023 · 4 mins read
Australia & New Zealand Economics Weekly RBA on a knife-edge With the minutes of the RBA's March meeting pointing to a slightly more dovish stance, there are growing risks to our forecast for continued tightening in April and May. We think the case for a pause... 24th March 2023 · 6 mins read
Event Asia Drop-In: What does the recent banking sector turmoil mean for Asia? 1680163200 Although the recent flare-up of financial stability concerns has been a US-Europe story, its reverberations could be global.
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
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
