Business Research & Insights

Rates to ease from Feb with a soft landing on track

Shifting balance of risks sees February 2025 firm for first rate cut – but easing still likely gradual.

Slow growth and further gradual progress on inflation

Rates on hold but still hopes of a soft landing

NAB pushes out first rate cuts to May 2025 as “lower for longer” strategy plays out

Subdued growth but signs consumers holding up

Inflation still too high despite slow demand growth

The Federal Government has a fine line to tread when it comes to next week’s Federal Budget. NAB Group Chief Economist Alan Oster explains what this might mean for Australian businesses, families and individuals.

Labour market strong, housing supply falling behind

Growth subdued but will improve in late 2024

RBA on hold with inflation & labour market easing

Our Forward View this month covers both the Australian and Global economies.