Australia & New Zealand Economics Update Energy price caps could knock off 1%-pt from inflation The proposed price caps on thermal coal and natural gas would knock off around one to 1.25%-pts from overall inflation though the full impact would only materialise in the second half of next year. 8th November 2022 · 4 mins read
Australia & New Zealand Data Response Australia International Trade (Sep. 2022) While the trade surplus bounced back in September, we’ve pencilled in a drag from net trade to Q3 GDP growth as export volumes probably didn’t rise fast enough to offset a surge in imports. 3rd November 2022 · 2 mins read
Australia & New Zealand Rapid Response Australia International Trade (Sep. 2022) 3rd November 2022 · 2 mins read
Australia & New Zealand Rapid Response New Zealand Labour Market (Q3 2022) 1st November 2022 · 2 mins read
Global Economics Update Timing and nature of “pivots” will vary The dovish tilt among central banks has led to more talk of “pivots”, but this will mean different things for different banks. The ECB may be shifting to a slower pace of tightening, but the peak in... 1st November 2022 · 3 mins read
Australia & New Zealand Economics Update RBA to lift rates more sharply than most expect The Reserve Bank of Australia hiked rates by 25bp today and the upward revision to its inflation forecasts are consistent with our view that rates will peak at an above-consensus 3.85%. However, we... 1st November 2022 · 3 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Nov. 22) 1st November 2022 · 2 mins read
Australia & New Zealand Data Response Australia CoreLogic House Prices (Oct.) The worst of the housing downturn is probably behind us but we still expect prices to fall by another 10% following the 1.1% m/m drop in October. 1st November 2022 · 3 mins read
Australia & New Zealand Data Response Australia Retail Sales (Sep. 2022) -We are resending this publication due to an error in the previous email. We apologise for any inconvenience caused.- While retail sales kept rising for the ninth consecutive month in September... 31st October 2022 · 2 mins read
Australia & New Zealand Rapid Response Australia Retail Sales (Sep. 22) 31st October 2022 · 2 mins read
RBA Watch RBA will hike rates to 3.85% by April While the strength in Q3 inflation would favour another 50bp rate hike next week, we suspect the Reserve Bank of Australia will stick to a smaller 25bp increase. However, we are pencilling in one more... 26th October 2022 · 8 mins read
Australia & New Zealand Data Response Australia Consumer Prices (Q3 2022) Inflation was stronger than expected last quarter and will rise further in Q4. That’s consistent with our forecast that the Reserve Bank of Australia will hike rates more aggressively than most... 26th October 2022 · 2 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Q3 2022) 26th October 2022 · 2 mins read
Australia & New Zealand Economics Update Budget repair will worsen economic slowdown The Treasurer resisted the temptation to spend the tax windfall from high commodity prices in today’s Budget. But with high inflation lifting payments by at least as much as receipts, the government... 25th October 2022 · 3 mins read
Event ANZ Drop-In: When will Australian inflation peak? 1666764000 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 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
