Australia

Economic insights

6 May 2026 |Minutes to read: 9

Investor intelligence - 06 May 2026

Key insights: — Global equities staged a powerful rebound in April, led by the US, Japan and...


5 May 2026 |Minutes to read: 4

Three hikes on the trot*

Key insights: — The Reserve Bank (RBA) lifted the cash rate by a quarter of a per...


1 May 2026 |Minutes to read: 3

Big cities fall again, as mid-sized capitals set new highs

Key insights: — Sydney and Melbourne dwelling prices declined again in April, reinforcing the weakness in the...


29 April 2026 |Minutes to read: 3

The inflation trend is not our friend

Key insights: — Inflation momentum is accelerating. Both the quarterly and monthly data show a sharp step‑up,...


16 April 2026 |Minutes to read: 3

March turmoil leaves only a small mark on jobs

Key insights: — Surging costs and collapsing confidence in March barely dented jobs growth. Employment rose by...


10 April 2026 |Minutes to read: 10

Investor intelligence - 10 April 2026

Key insights: — Global markets repriced sharply in March when coordinated strikes by the United States and...


1 April 2026 |Minutes to read: 4

House prices - the good, the bad and the ugly

Key insights: — National price growth remains firm on the surface, rising 0.8% in March and 7.3%...


25 March 2026 |Minutes to read: 3

Surcharges amplify inflation risks

Key insights: — Headline inflation rose at an annual rate of 3.8% in February, slightly below the...


23 March 2026 |Minutes to read: 3

Part-time jobs post biggest monthly rise in over 4 years

Key insights: — Employment surprised on the upside in February, rising by 48,900 and well above expectations,...


17 March 2026 |Minutes to read: 5

RBA responds to a rise in inflation risks

Key insights: — The Reserve Bank (RBA) raised the cash rate for a second consecutive meeting, lifting...


11 March 2026 |Minutes to read: 3

Irish fortunes face a test next week

Key insights: — Irish fortunes face a test next week. Will the Reserve Bank of Australia (RBA)...


10 March 2026 |Minutes to read: 9

Investor intelligence - February 2026

Key insights: — Equities are facing a complex environment of policy uncertainty and rising geopolitical risks, which...


4 March 2026 |Minutes to read: 5

Stronger momentum, but unease is creeping in

Key insights: — Last year ended on a firmer growth pulse than what policymakers expected. GDP jumped...


2 March 2026 |Minutes to read: 6

Global economy faces new geopolitical challenges

This report is written from an economic perspective. From a human perspective, we acknowledge the loss of...


2 March 2026 |Minutes to read: 2

House prices in the mid-sized capitals shrug their shoulders

Key insights: — Housing resilience persists despite higher rates, with national dwelling values rising 0.8% in February,...


25 February 2026 |Minutes to read: 2

Another turn of the worry beads

Key insights: — The underlying inflation rate rose 0.3% in January for the fifth time in six...


19 February 2026 |Minutes to read: 3

Rate hike risks persist and QLD shines

Key insights: — Employment rose by 17,800 in January and by 86,400 over the past two months,...


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...


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