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Westpac / Westpac IQ

Australia and NZ Weekly

Westpac reaffirms its call that the RBA will lift the cash rate 25bp to 4.85% at the November meeting, judging inflation is above target and above the RBA's August forecasts. The Governor's Senate remarks suggest the labour market looks tighter than previously judged. Westpac expects a majority of external members to agree, with some possible dissent. The RBNZ held unexpectedly; Westpac sees a December hike to 3.00% and a 4.00% peak in 2027.

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Today's institutional observationsAll views →
Westpac / Westpac IQ2WESTPAC ECONOMICS ECONOMIC INSIGHT We reaffirm our expectation that the RBA Monetary Policy Board will again increase the cash rate at the November meeting.source report →
NatixisAt its October meeting, the Federal Open Market Committee (FOMC) held its policy rate unchanged at an upper bound of 4.0%.FEDsource report →
State StreetLula’s political influence could also diminish over time, given that he cannot seek reelection in 2030.source report →
UBS CIOStocks in Japan, South Korea, and Taiwan fell after a tech-led selloff on Wall Street, while Nasdaq futures were pointing 2% lower ahead of the US market open on Friday.NDXsource report →
BNP ParibasThe Q3 data reinforce our forecast of 1.1% growth this year, which could even be slightly exceeded, as German and Spanish momentum shows no sign of fading.source report →
Themes in motionAll →
NeutralInflation19 institutions · 204 viewsNeutralRates & Central Banks12 institutions · 101 viewsNeutralGrowth Cycle12 institutions · 70 views
Institutional interestsAll →
InflationMonetary policyEconomic growthCommoditiesFixed IncomeFXGDP GrowthGeopolitical risk

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