Australia & New Zealand Rapid Response

Australia Retail Sales (Jan. 24)

29th February 2024 · 3 mins read

Australia & New Zealand Rapid Response

Australia Monthly CPI Indicator (Jan. 24)

28th February 2024 · 2 mins read

Australia & New Zealand Economics Weekly

Survey data point to resilience in economic activity

Flash PMI data published yesterday showed that Australia's composite output index rose to a 10-month high in February. Taken together with other leading indicators, the data suggest upside risks to...

23rd February 2024 · 5 mins read

Australia & New Zealand Chart Pack

Australia & New Zealand Chart Pack (Feb. 2024)

Our Australia and New Zealand Chart Pack has been updated with the latest data and our analysis of recent developments. Central banks in both Australia and New Zealand are likely to remain in “wait...

22nd February 2024 · 1 min read

Australia & New Zealand Rapid Response

Australia Wage Price Index (Q4 2023)

The pickup in wage growth in Q4 was driven by larger pay packets for public-sector employees. By contrast, private-sector wage growth actually fell back and should continue to do so in the coming...

21st February 2024 · 3 mins read

Long Run Economic Outlook

AI productivity boom tempered by protectionist threat

The AI revolution should deliver substantial productivity gains in the coming decade, particularly in advanced economies. But with working age populations falling in key areas and China’s economy in...

20th February 2024 · 1 hr, 9 mins read

Australia & New Zealand Rapid Response

RBA Minutes (Feb. 24)

20th February 2024 · 2 mins read

Australia & New Zealand Economics Weekly

Productivity repair will pave the way for rate cuts

Australian labour market data released this week showed that hours worked per employee fell sharply in January, continuing a downtrend that began early last year. The deep slump in average hours...

16th February 2024 · 5 mins read

Australia & New Zealand Economics Update

Inflation will fall into target band this year

Non-labour input costs are now moderating which should soon result in a more rapid slowdown in consumer price inflation than most are anticipating.

15th February 2024 · 4 mins read

Australia & New Zealand Rapid Response

Australia Labour Market (Jan. 2024)

15th February 2024 · 2 mins read

Global Economics Focus

Have we reached the end of the housing correction?

Housing markets in developed economies have perplexed forecasters since 2019. The boom in prices in 2020-22 was not anticipated, and the fall in prices since has been smaller than expected. In this...

14th February 2024 · 17 mins read

Australia & New Zealand Economics Weekly

Next move is still down for Antipodean central banks

Although the RBA refused to rule out additional interest rate increases at its meeting this week, we suspect a cooling economy will obviate the need for further policy tightening. That said, in...

9th February 2024 · 5 mins read

Australia & New Zealand Rapid Response

Australia Monthly Household Spending Indicator (Dec. 23)

9th February 2024 · 2 mins read

Australia & New Zealand Economics Update

RBA pours cold water on the prospect of early rate cuts

With the Reserve Bank of Australia still striking a hawkish tone at its meeting today, we’re pushing back our forecast for the Bank’s first rate cut from May. But we still think that incoming data...

6th February 2024 · 3 mins read

Australia & New Zealand Rapid Response

Reserve Bank of Australia Meeting (Feb. 24)

6th February 2024 · 2 mins read