Inflation is running at a brisk pace and is set to pick up further in the coming quarters; supply disruption has been exacerbated by the war in...
APAC | Commodity currencies lead the way amid Russia-Ukraine war
Posted by Sung Eun Jung on Mar 14, 2022
Russia's full-scale invasion of Ukraine was not priced in by markets and has led to spiralling commodity prices, higher risk premia, and strong...
Australia | Flooding to further stretch construction industry capacity
Posted by Timothy Hibbert on Mar 14, 2022
The 2011 Brisbane floods resulted in an estimated $2.38 billion in damages, with over 28,000 homes impacted. It acted to meaningfully drag on work...
Australia | Population outlook boosted by quicker border reopening
Posted by Timothy Hibbert on Feb 21, 2022
Alongside the return of temporary migrants, the Australian border will be open to all traveller categories, most importantly tourists, from 21...
Australia | Business investment primed for post-COVID upswing
Posted by Thomas Rudgley on Feb 10, 2022
Non-mining business investment has stalled through the pandemic. Capitalexpenditure on buildings & structures has been particularly weak given the...
APAC | Regional monetary policies to continue to diverge in 2022
Posted by Sian Fenner on Dec 8, 2021
We expect monetary policy to continue to diverge across Asia Pacific (APAC) in 2022, with central banks in the advanced APAC economies (apart from...
Australia | Three key issues for the inflation outlook
Posted by Sean Langcake on Dec 3, 2021
The Q2 CPI data prompted a sharp re-evaluation of the outlook for inflation and interest rates across financial markets. We have also revised our...
APAC | Asia supply-chain disruptions easing but challenges remain
Posted by Sian Fenner on Dec 1, 2021
Following an easing in restrictions, Asia production is ramping up to meet strong global demand for consumer goods, auto parts, and electronics....
Australia | Credit conditions still favourable but on the move
Posted by Maree Kilroy on Dec 1, 2021
Recent months have seen the favourable lending environment for households begin to tighten. Inflation concerns have bond markets pricing in an...
Australia | Border reopening progress spurring migration recovery
Posted by Timothy Hibbert on Nov 19, 2021
After holding at an inflow of 246,300 p.a. over the four years to 2019, pandemic induced border restrictions are estimated to have pushed NOM to an...