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Australia

Economic insights

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...


30 September 2025 |Minutes to read: 3

Reserve Bank holds, November cut caution grows

Key insights: — The Reserve Bank (RBA) held the cash rate at 3.60% today, as widely expected....


18 September 2025 |Minutes to read: 4

Aussie jobs market loses flex, as US Fed cuts rates

Key insights: — Australia’s jobs market has started to lose some of its vigour. Employment dropped 5.4k,...


3 September 2025 |Minutes to read: 3

Australia’s economy finds its feet

Key insights: — Today’s data shows economic momentum has strengthened. The economy grew 0.6% in the June...


3 September 2025 |Minutes to read: 9

Investor intelligence – August 2025

Key insights: — Global equities surged in August, led by China’s CSI 300 index (+10.5 percent), with...


14 August 2025 |Minutes to read: 3

Jobs market stays tight amid subtle signs of change

Key insights: The Reserve Bank of Australia (RBA) cut interest rates by a quarter of a percent...


12 August 2025 |Minutes to read: 3

Reserve Bank makes amends in August

Key insights: The Reserve Bank of Australia (RBA) cut interest rates by a quarter of a percent...


30 July 2025 |Minutes to read: 3

Inflation seals the deal for an August rate cut

Key insights: The Reserve Bank (RBA) had been waiting for confirmation of its inflation forecasts and received...


8 July 2025 |Minutes to read: 4

Limits of caution – August cut looms

Key insights: The Reserve Bank (RBA) surprised markets and economists by leaving the cash rate on hold...


23 June 2025 |Minutes to read: 4

Crude awakening – businesses and consumers may need to prepare for petrol price rises

Key insights: Both businesses and consumers should be prepared for potential price rises at the pump, as...


19 June 2025 |Minutes to read: 3

Few signs of cracks in the jobs market

Key insights: The labour market remains incredibly tight with few signs of any cracks. There was a...


4 June 2025 |Minutes to read: 3

Australia’s economic recovery stayed in the slow lane

Key insights: The economic recovery that began around the middle of last year remains in the slow...


2 June 2025 |Minutes to read: 3

Bond vigilantes and the unfolding divergences in markets – part three

Key insights: The rise in long-end government bond yields has not been confined to the United States...


2 June 2025 |Minutes to read: 4

Bond vigilantes and the unfolding divergences in markets – part two

Key insights: The sharp rise in longer-dated bond yields is not confined to the US. Other major...


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