Business Research & Insights

The latest major bank profit reporting/trading updates suggesting households so far by and large are managing the transition to higher interest rates.

Recent US CPI prints have shown good progress on disinflation. In this Weekly, we look at where those gains have occurred, and what to be careful of when drawing implications for Australia

We examine the aggregate and disaggregated measures of capacity utilisation in the NAB Business Surveys in greater detail in this week’s Australian Markets Weekly.

Calling a US recession has been a bit like “Waiting for Godot”, the title of the 1953 play by Samuel Beckett.

We expect Q2 CPI next Wednesday (26 July) to show little sequential progress reducing underlying inflation even as y/y rates move lower

This week we consider tomorrow’s RBA board meeting, but also US data releases that are likely to be more relevant for how the US economy and labour markets develop over the next 6-12 months.

This week we examine some possible budget assumptions for Australian growth, inflation, wages, interest rates and the $A for 2023-24 as well as the context, thinking behind and risks to the forecasts

In today’s Weekly, we delve into Australia’s productivity and labour cost data given the RBA’s recent focus on these metrics, and explain why timely signals on the inflation outlook may be better found elsewhere.