Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Oct. 22) 4th October 2022 · 2 mins read
Australia & New Zealand Data Response Australia CoreLogic House Prices (Sep.) Australia’s house prices have now fallen by 5% since the start of the current downturn and rapidly worsening affordability suggests they will fall by another 10%. 3rd October 2022 · 2 mins read
Australia & New Zealand Data Response Monthly CPI Indicator & Job Vacancies (Aug. 2022) The inaugural release of Australia’s Monthly CPI Indicator showed that inflation eased a bit in August, though we still expect it to approach 8% in Q4. Meanwhile, the first drop in job vacancies since... 29th September 2022 · 3 mins read
Australia & New Zealand Rapid Response Australia Monthly CPI Indicator (Aug.) 29th September 2022 · 2 mins read
Australia & New Zealand Data Response Retail Sales (Aug. 2022) The eight consecutive rise in retail sales in August will convince the RBA to hike rates by another 50bp at next week’s meeting. And with the savings rate still well above pre-virus levels, retail... 28th September 2022 · 3 mins read
Australia & New Zealand Rapid Response Australia Retail Sales (Aug. 22) The eight consecutive rise in retail sales in August will convince the RBA to hike rates by another 50bp at next week’s meeting. The 0.6% m/m increase in retail sales values in August was a little... 28th September 2022 · 2 mins read
RBA Watch RBA will cut rates next year Other analysts are catching up to our view that rates will rise well above 3%. But with Australia not facing a wage-price spiral and higher interest rates set to reverse the recent surge in goods... 27th September 2022 · 8 mins read
Australia & New Zealand Economics Update RBA recapitalisation not off the table yet Despite incurring a record loss last year and now having to operate with negative equity, the RBA has not requested a recapitalisation from the government. But given that it did receive a capital... 21st September 2022 · 4 mins read
Australia & New Zealand Data Response Australia Labour Market (Aug. 2022) While the first rise in Australia’s unemployment rate since last year’s Delta lockdown should be followed by a renewed fall, it will encourage the Reserve Bank of Australia to slow the pace of... 15th September 2022 · 2 mins read
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
