Australia & New Zealand Rapid Response Australia Labour Market (Aug. 22) 15th September 2022 · 2 mins read
Australia & New Zealand Economics Focus Why Australia will avoid a recession The continued resilience of the economy means that the RBA will have to raise rates more sharply than most expect, which in turn will result in a more severe slowdown in activity than widely... 14th September 2022 · 16 mins read
Australia & New Zealand Data Response International Trade (Jul. 2022) The record fall in Australia’s trade balance partly reflects bad weather that held back coal exports, but the recent fall in the iron ore price hasn’t fully fed through so export values will continue... 8th September 2022 · 3 mins read
Australia & New Zealand Rapid Response Australia International Trade (July 2022) 8th September 2022 · 2 mins read
Australia & New Zealand Data Response Australia GDP (Q2 22) The 0.9% q/q rise in Australia’s Q2 GDP was broadly in line with the RBA’s expectations and won’t move the needle in terms of the size of the next rate hike. 7th September 2022 · 3 mins read
Capital Daily Aussie dollar may fall further despite RBA hikes Even though we expect the RBA to continue to hike rates aggressively, we don’t think that will stop the Australian dollar from falling further against the US dollar. 6th September 2022 · 6 mins read
Australia & New Zealand Economics Update Aggressive tightening will be reversed next year The RBA lifted rates by 50bp today and dropped some hints that further tightening will be less aggressive. Even so, we still expect the Bank to hike rates more aggressively over coming months than... 6th September 2022 · 3 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Policy Meeting (Sep. 2022) 6th September 2022 · 2 mins read
Australia & New Zealand Rapid Response Australia GDP Partials (Q2 2022) 6th September 2022 · 2 mins read
Australia & New Zealand Data Response Australia Private Capex Survey (Q2 2022) The continued rise in machinery and equipment investment in Q2 won’t offset a plunge in construction investment, but firms’ optimistic capital plans suggest this will prove short-lived. 1st September 2022 · 2 mins read
Australia & New Zealand Rapid Response Australia Private Capex (Q2 & 2022/23) 1st September 2022 · 2 mins read
Australia & New Zealand Data Response Australia CoreLogic House Prices (Aug.) House prices are falling at the fastest pace in four decades. While leading indicators of housing market activity remain consistent with a mild downturn, rapidly worsening affordability due to soaring... 1st September 2022 · 3 mins read
RBA Watch RBA to hike rates to 3.60% by early-2023 With the unemployment rate falling to fresh lows and consumer spending remaining resilient, another 50bp hike at the upcoming meeting of the Reserve Bank of Australia on 6 th September is all but... 30th August 2022 · 8 mins read
Australia & New Zealand Data Response Retail Sales (Jul. 2022) Not only did retail sales rise for the seventh consecutive month in July, the strong size of the increase strongly suggests that the Reserve Bank of Australia will hike rates by another 50bp next... 29th August 2022 · 3 mins read
Australia & New Zealand Economics Weekly Wage growth will surpass 3% next quarter While there are some early signs that the recovery in employment is sputtering, we aren't convinced that the labour market has turned for the worse just yet. With labour shortages still severe and the... 19th August 2022 · 4 mins read
