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Australia

Economic insights

5 February 2026 |Minutes to read: 10

Investor intelligence – January 2026

Key insights: — The global share market rally continued in January and broadened across geographies, sectors and...


3 February 2026 |Minutes to read: 3

Not a ‘one and done’ – brace for more tightening

Key insights: — The Reserve Bank of Australia (RBA) hiked the cash rate by 25 basis points...


2 February 2026 |Minutes to read: 3

Housing heat persists

Key insights: — Home prices surged again in January, brushing off mounting rate hike expectations. Cotality’s national...


28 January 2026 |Minutes to read: 3

Inflation overshoot signals a likely rate hike next week

Key insights: — Inflation now joins employment in signalling an economy that is running hotter than policymakers...


22 January 2026 |Minutes to read: 4

“Sensazionale” jobs data, rate-hike risks rise

Key insights: — December delivered a “sensazionale” jobs print. Employment rose by 65,200, the biggest jump in...


20 January 2026 |Minutes to read: 12

The big economic picture – 2026

Key insights: — Global uncertainty continues to accumulate, casting a shadow over the growth outlook. Yet risk...


15 January 2026 |Minutes to read: 11

Investor intelligence – December 2025

Key insights: — Global equities delivered modest but mixed returns in December. Strength in European and emerging...


15 December 2025 |Minutes to read: 2

Full-time jobs post biggest tumble in two years

Key insights: — Employment fell by 21,300 in November, led by the biggest drop in full-time roles...


9 December 2025 |Minutes to read: 2

RBA turns up the heat on rate-hike expectations

Key insights: — The Reserve Bank (RBA) held the cash rate at 3.60% for the third month,...


5 December 2025 |Minutes to read: 8

Investor intelligence – November 2025

Key insights: — In November, global equities faltered and major share markets slipped as investors questioned elevated...


3 December 2025 |Minutes to read: 3

Economic recovery broadens, but price pressures keep RBA on alert

Key insights: — The economy grew slower than expected, expanding by 0.4% in the September quarter. However,...


1 December 2025 |Minutes to read: 3

Property prices hit new peak as APRA unveils new lending rules

Key insights: — Dwelling prices increased by 1.1% in November to a new peak and are up...


13 November 2025 |Minutes to read: 3

NSW jobs surge drives unemployment down

Key insights: — Unemployment fell to 4.3% in October, reversing September’s near four-year high, as full-time jobs...


6 November 2025 |Minutes to read: 9

Investor intelligence – October 2025

Key insights: — Global equities surged in October, led by Japan’s Nikkei 225 with its strongest monthly...


4 November 2025 |Minutes to read: 3

RBA holds firm on Cup Day: Inflation blocks rate relief

Key insights: — The Reserve Bank (RBA) Board unanimously decided to hold the cash rate steady at...


29 October 2025 |Minutes to read: 4

Rate relief delayed as inflation flares, further cuts in doubt

Key insights: — The trimmed mean measure surged 1.0% in Q3, well above the 0.8% consensus, pushing...


16 October 2025 |Minutes to read: 3

Unemployment rises to a near 4-year high

Key insights: — The unemployment rate rose to 4.5% in September, exceeding both consensus forecasts (4.3%) and...


8 October 2025 |Minutes to read: 10

Investor intelligence – September 2025

Key insights: — Global equities delivered strong returns in September 2025, led by Asian markets. The US...


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