www.westpaciq.com.au
Open in
urlscan Pro
110.5.80.86
Public Scan
Submitted URL: https://westpaciq.westpac.com.au/Article/52302
Effective URL: https://www.westpaciq.com.au/
Submission Tags: falconsandbox
Submission: On July 22 via api from US — Scanned from DE
Effective URL: https://www.westpaciq.com.au/
Submission Tags: falconsandbox
Submission: On July 22 via api from US — Scanned from DE
Form analysis 6 forms found in the DOM
<form class="js-login hidden-xs">
<label for="signIn"><span class="sr-only">Sign in</span></label>
<a id="btnSignIn" name="sign-in" href="#" class="btn btn-hero btn-soft show-btn">Sign in</a>
<a id="btnSignOut" name="sign-out" href="/login/logout" class="btn btn-hero btn-soft hide-btn">Sign out</a>
<a id="btnSubscribe" name="Subscribe" href="/subscribe" class="btn btn-hero show-btn">Subscribe</a>
<a id="btnMyAccount" name="my-account" href="/profile" class="btn btn-hero hide-btn">My account</a>
</form>GET /search
<form id="search-site-form" class="search-site-form" action="/search" method="get">
<div class="input-addon input-addon-lg search-wrap">
<label class="input-addon-label"> <span class="input-addon-text">Search</span>
<input name="query" type="text" id="headersearch" class="input-addon-input search native-width js-search-field js-search-input" placeholder="Search" autocomplete="off" autofill="off">
</label>
<button type="submit" class="input-addon-btn button enhanced" disabled="" data-track="search" value="Search" id="searchButton">Go</button>
</div>
<input type="hidden" name="collection" value="westpac-iq-search">
</form>POST https://test.westpaciq.westpac.com.au/Login/Index
<form class="row form-wiq unauth-signin" method="post" action="https://test.westpaciq.westpac.com.au/Login/Index" id="form-wiq-unauthenticated-signin" novalidate="">
<div class="form-group col-sm-12 mb-24">
<label class="input-label" for="sign-in-unauthenticated-modal-email"> Email </label>
<input type="email" id="sign-in-unauthenticated-modal-email" name="EmailAddress" class="input-field" required="" aria-required="true">
</div>
<div class="form-group col-lg-12 mb-24">
<label class="input-label" for="sign-in-unauthenticated-modal-password"> Password </label>
<input type="password" id="sign-in-unauthenticated-modal-password" name="Password" class="input-field" required="" aria-required="true">
</div>
<div class="form-group col-sm-12 mb-24">
<button type="submit" class="btn btn-hero btn-block" id="sign-in-unauthenticated-modal-sign-in-button"> Sign in </button>
</div>
<div class="form-group col-sm-12 mb-24">
<button type="button" class="btn btn-link btn-block" id="sign-in-unauthenticated-modal-forgot-your-password-button"> Forgot your password </button>
</div>
<div class="form-group col-sm-12">
<h5>Subscribe</h5>
<p> Westpac Corporate and Institutional clients can access all insights. </p>
<p> If you're not a client you can still subscribe to economics and thought leadership insights. </p>
<button type="button" class="btn btn-hero btn-soft btn-block" id="sign-in-unauthenticated-modal-subscribe-button"> Subscribe </button>
</div>
</form>POST https://test.westpaciq.westpac.com.au/Login/Index
<form class="row form-wiq signin" method="post" action="https://test.westpaciq.westpac.com.au/Login/Index" id="form-wiq-signin" novalidate="">
<div class="form-group col-lg-12 mb-24">
<label class="input-label" for="sign-in-modal-email">Email</label>
<input type="email" id="sign-in-modal-email" name="EmailAddress" class="input-field" required="" aria-required="true">
</div>
<div class="form-group col-lg-12 mb-24">
<label class="input-label" for="sign-in-modal-password">Password</label>
<input type="password" id="sign-in-modal-password" name="Password" class="input-field" required="" aria-required="true">
</div>
<div class="form-group col-sm-12 mb-24">
<button type="submit" class="btn btn-hero btn-block" id="sign-in-modal-sign-in-button"> Sign in </button>
</div>
<div class="form-group col-sm-12 login-extra-actions">
<button type="button" class="btn btn-link" id="sign-in-modal-subscribe-button"> Subscribe </button>
<button type="button" class="btn btn-link" id="sign-in-modal-forgot-your-password-button"> Forgot your password? </button>
</div>
</form><form class="row form-wiq set-password" id="form-wiq-set-password" novalidate="">
<div class="form-group col-lg-12 mb-24">
<label class="input-label" for="set-password-modal-password"> New password </label>
<input type="password" id="set-password-modal-password" class="input-field" required="" aria-required="true" data-label="New Password">
</div>
<div class="form-group col-lg-12 mb-24">
<label class="input-label" for="set-password-modal-confirm-password"> Confirm new password </label>
<input type="password" id="set-password-modal-confirm-password" class="input-field" required="" aria-required="true" data-label="Confirm Password" data-equal-to="#set-password-modal-password">
</div>
<div class="form-group col-sm-12 mb-24">
<button id="set-password-modal-set-new-password-button" type="submit" class="btn btn-hero btn-block"> Set new password </button>
</div>
</form><form class="row form-wiq reset-password" id="form-wiq-reset-password" novalidate="">
<div class="form-group col-lg-12 mb-24">
<label class="input-label" for="email">Email</label>
<input type="email" id="reset-password-modal-email" class="input-field" required="" aria-required="true">
</div>
<div class="form-group col-sm-12">
<button id="reset-password-modal-reset-password-button" type="submit" class="btn btn-hero btn-block mb-24"> Reset password </button>
<button type="button" class="btn btn-link btn-block reset-password-modal-back-to-sign-in-button"> Back to sign in </button>
</div>
</form>Text Content
Close Info
We use cookies for security purposes, to improve your experience on our site and
tailor content for you. Our Privacy Statement explains how we use cookies.
Skip to main content Skip to main navigation
Skip to search input
Toggle menu here Menu
* Westpac home
IQ-logo-desktop IQ-logo-mobile
Sign in Sign in Sign out Subscribe My account
Search Close
Search Go
* Padlock Sign in
* Padlock Open Sign out
* Write Subscribe
* Person My account
* House Home
* House Home
Close Close House
* Sign in
* Economics
* Markets
* Thought leadership
* About us
* Sign in Sign in
* Economics Economics
* Markets Markets
* Thought leadership Thought leadership
* About us About us
* Westpac IQ
* Economics
* Markets
* Thought leadership
* About us
WESTPAC IQ
#rba
RBA TO LIFT THE CASH RATE TO 3.35% BY FEBRUARY 2023
July 22 2022 • Clock 5 mins
We have revised our terminal cash rate forecast in this tightening cycle to
3.35% from 2.6%. The RBA clearly assesses the neutral cash rate as being above
our own assessment. They are likely to continue tightening aggressively given
the fear of rising inflation expectations.
By Bill Evans Chief Economist
Popular topics
* RBA RBA
* Housing Housing
* Currencies Currencies
* Sustainable finance Sustainable finance
* Commodities Commodities
* ESG ESG
* Consumer Sentiment Consumer Sentiment
* AUD AUD
Authors
* Bill Evans Bill Evans
* Michael Gordon Michael Gordon
* Robert Rennie Robert Rennie
* Elliot Clarke Elliot Clarke
* Andrew Hanlan Andrew Hanlan
* Matthew Hassan Matthew Hassan
* Justin Smirk Justin Smirk
* Damien McColough Damien McColough
* Sean Callow Sean Callow
* See all authors See all authors
ECONOMICS
Australia and NZ weekly 25 July 2022 #australia
AUSTRALIA AND NZ WEEKLY 25 JULY 2022
July 22 2022 • 5 mins
Friday edition: analysis and forecasts for this week's key releases
By Bill Evans, Andrew Hanlan, Matthew Hassan & 6 more Justin Smirk, Elliot
Clarke, Ryan Wells, Michael Gordon, Satish Ranchhod & Nathan Penny
Cliff Notes: inflation still of paramount concern as risks to activity build
#cliffnotes
CLIFF NOTES: INFLATION STILL OF PARAMOUNT CONCERN AS RISKS TO ACTIVITY BUILD
July 22 2022 • 7 mins
Key insights from the week that was.
By Elliot Clarke & Ryan Wells
#newzealand
NZ AGRICULTURAL INSIGHT 22 JULY 2022
July 22 2022 • 2 mins
The latest developments in New Zealand's agri markets from Senior Agri Economist
Nathan Penny.
By Nathan Penny
#newzealand
NZ WEEKLY ECONOMIC INSIGHT 22 JULY 2022
July 21 2022 • 2 mins
A two-minute round-up on the New Zealand economy and markets from Senior
Economist Satish Ranchhod.
By Satish Ranchhod
Leading Index growth rate slows in June #leadingindex
LEADING INDEX GROWTH RATE SLOWS IN JUNE
July 20 2022 • 10 mins
The six-month annualised growth rate in the Westpac-Melbourne Institute Leading
Index, which indicates the likely pace of economic activity relative to trend
three to nine months into the future, slowed to 0.40% in June from 0.56% in May.
By Bill Evans
#dairy
NZ DAIRY UPDATE 20 JULY 2022
July 20 2022 • 3 mins
The latest developments in the dairy sector.
By Nathan Penny
Board Minutes point to 50 basis point increase in August #rba
BOARD MINUTES POINT TO 50 BASIS POINT INCREASE IN AUGUST
July 18 2022 • 5 mins
The RBA Board has lifted the intensity of its rhetoric in the July Minutes. The
option of a 25 basis point increase is quickly dismissed, economic prospects are
upbeat, while the need to contain inflationary expectations is paramount,
another 50 basis points in August seems highly likely.
By Bill Evans
China shows its strength in the midst of adversity #china
CHINA SHOWS ITS STRENGTH IN THE MIDST OF ADVERSITY
July 18 2022 • 5 mins
A short video update from the Westpac Economics team.
By Elliot Clarke
June Quarter CPI Preview #consumer
JUNE QUARTER CPI PREVIEW
July 18 2022 • 8 mins
Housing, food and auto fuel driving the Q2 spike but widespread price pressures
continue to push core inflation
By Justin Smirk
#inflation
NZ CPI REVIEW Q2 2022
July 18 2022 • 5 mins
Consumer prices rose 1.7% in the June quarter. That took the annual inflation
rate to 7.3%, its highest level since 1990.
By Satish Ranchhod
Yield Targets and Bond Buying an Assessment #rba
YIELD TARGETS AND BOND BUYING AN ASSESSMENT
July 18 2022 • 8 mins
The RBA introduced a Yield Target rather than Bond Buying in March 2020 as part
of its Unconventonal Policy response to COVID. At the time it was a more
effective, low cost alternative. The costs and benefits of bond buying by all
central banks during COVID, when fiscal policy played a key role, need serious
scrutiny.
By Bill Evans
#inflation
NZ FIRST IMPRESSIONS CONSUMERS PRICE INDEX JUNE QUARTER 2022
July 17 2022 • 2 mins
Consumer prices rose 1.7% in the June quarter. That took the annual inflation
rate to 7.3%, its highest level since 1990. Inflation pressures are widespread
and likely to persist for some time yet. Today’s result reinforces our forecast
for a series of further OCR hikes over the coming months.
By Satish Ranchhod
#newzealand
WEEKLY ECONOMIC COMMENTARY 18 JULY 2022
July 17 2022 • 10 mins
Analysis and forecasts of the economy and markets, along with previews of data
for the week ahead.
By Westpac New Zealand Economics
Australia and NZ weekly 18 July 2022 #australia
AUSTRALIA AND NZ WEEKLY 18 JULY 2022
July 17 2022 • 5 mins
Monday's re-issue edition: analysis and forecasts for this week's key release
By Bill Evans, Andrew Hanlan, Matthew Hassan & 6 more Justin Smirk, Elliot
Clarke, Ryan Wells, Michael Gordon, Satish Ranchhod & Nathan Penny
Card activity starting to hint at rate hike impacts #cardtracker
CARD ACTIVITY STARTING TO HINT AT RATE HIKE IMPACTS
July 15 2022 • 5 mins
The Westpac Card Tracker Index declined over the first two weeks of July,
falling 3pts to 106.5, the lowest weekly read since an Easter-related low in
mid-April. The latest weekly index read still means annual growth in card
activity is running at a robust pace, 6.5pts above its pre-COVID pace.
By Matthew Hassan
RBA 50bp hike confirmed for August with no scope for September pause #rba
RBA 50BP HIKE CONFIRMED FOR AUGUST WITH NO SCOPE FOR SEPTEMBER PAUSE
July 15 2022 • 5 mins
We now expect the RBA to delay its pause to October with a 25bp increase in
September to follow on from our 50bp hike forecast for August. By moving the
forecast rate hike in December forward to September we have not changed our
terminal rate forecast of 2.6%.
By Bill Evans
Cliff Notes: yet another hit to confidence #cliffnotes
CLIFF NOTES: YET ANOTHER HIT TO CONFIDENCE
July 14 2022 • 7 mins
Key insights from the week that was.
By Elliot Clarke & Ryan Wells
Long-term financial forecasts 15 July 2022 #forecasts
LONG-TERM FINANCIAL FORECASTS 15 JULY 2022
July 14 2022 • 7 mins
Key financial forecasts and projections to end-2025.
By Andrew Hanlan, Bill Evans, Elliot Clarke & 3 more Justin Smirk, Matthew
Hassan & Westpac Australia Economics
The US economy: stagnation is the key risk #inflation
THE US ECONOMY: STAGNATION IS THE KEY RISK
July 14 2022 • 5 mins
A short video update from the Westpac Economics team.
By Elliot Clarke
#newzealand
NZ WEEKLY ECONOMIC INSIGHT 15 JULY 2022
July 14 2022 • 2 mins
A two-minute round-up on the New Zealand economy and markets from NZ Acting
Chief Economist Michael Gordon.
By Michael Gordon
Australia and NZ weekly 18 July 2022 #australia
AUSTRALIA AND NZ WEEKLY 18 JULY 2022
July 14 2022 • 5 mins
Friday edition: analysis and forecasts for this week's key releases
By Bill Evans, Andrew Hanlan, Matthew Hassan & 6 more Justin Smirk, Elliot
Clarke, Ryan Wells, Michael Gordon, Satish Ranchhod & Nathan Penny
Australia and NZ weekly 18 July 2022 #australia
AUSTRALIA AND NZ WEEKLY 18 JULY 2022
July 14 2022 • 5 mins
Friday edition: analysis and forecasts for this week's key releases
By Bill Evans, Andrew Hanlan, Matthew Hassan & 6 more Justin Smirk, Elliot
Clarke, Ryan Wells, Michael Gordon, Satish Ranchhod & Nathan Penny
Inflation Chart Pack #inflation
INFLATION CHART PACK
July 14 2022 • 5 mins
A pictorial review of Q1 CPI and current inflationary pressures.
By Justin Smirk
#inflation
NZ CPI PREVIEW Q2 2022
July 14 2022 • 3 mins
We expect the upcoming Consumers Price Index will show that New Zealand consumer
prices rose by 1.4% in the June quarter.
By Satish Ranchhod
June Labour Force Survey - continuing to test full employment #employment
JUNE LABOUR FORCE SURVEY - CONTINUING TO TEST FULL EMPLOYMENT
July 13 2022 • 10 mins
Total employment - 88.4k from 60.6k (unrevised from 60.6k). Unemployment rate -
3.5% from 3.9% (unrevised 3.9%). Participation rate - 66.8% from 66.7%
(unrevised 66.7%).
By Justin Smirk
#housing
NZ FIRST IMPRESSIONS: REINZ HOUSE SALES AND PRICES, JUNE 2022
July 13 2022 • 2 mins
The New Zealand housing market softened again in June, with a further slump in
sales and a continued drift lower in prices.
By Michael Gordon
#rbnz
RBNZ MONETARY POLICY REVIEW, JULY 2022
July 13 2022 • 2 mins
The Reserve Bank increased the OCR by another 50 basis points to 2.50% as widely
expected.
By Michael Gordon
#consumersentiment
INTEREST RATES AND INFLATION DRIVE FURTHER FALL IN CONSUMER SENTIMENT
July 12 2022 • 7 mins
A short video from Westpac's Chief Economist, Bill Evans.
By Bill Evans
Australian business conditions & confidence, June 2022 #businessconditions
AUSTRALIAN BUSINESS CONDITIONS & CONFIDENCE, JUNE 2022
July 12 2022 • 10 mins
June: confidence evaporates, conditions elevated for now. Business conditions:
down 2pts to +13. Business confidence: down 5pts to +1.
By Andrew Hanlan
Rate hikes and surging inflation push sentiment to new lows #consumersentiment
RATE HIKES AND SURGING INFLATION PUSH SENTIMENT TO NEW LOWS
July 12 2022 • 7 mins
The Westpac Melbourne Institute Index of Consumer Sentiment fell 3.0% to 83.8 in
July, from 86.4 in June. The survey, covering 1200 respondents, was conducted
over the four days from July 4 to July 7.
By Bill Evans
#rbnz
RBNZ READY RECKONER JULY 2022
July 12 2022 • 2 mins
The Ready Reckoner assesses how recent data will affect the RBNZ's OCR
projections.
By Michael Gordon
Australia’s arrivals and departures, June #consumer
AUSTRALIA’S ARRIVALS AND DEPARTURES, JUNE
July 11 2022 • 10 mins
June: visitor flows begin to normalise. Arrivals: 736.7k, Departures: 885.3k
By Ryan Wells
Australia & NZ weekly 11 July 2022 #australia
AUSTRALIA & NZ WEEKLY 11 JULY 2022
July 11 2022 • 5 mins
Monday's re-issue edition: analysis and forecasts for this week's key releases
By Bill Evans, Andrew Hanlan, Matthew Hassan & 6 more Justin Smirk, Elliot
Clarke, Ryan Wells, Michael Gordon, Satish Ranchhod & Nathan Penny
#retail
NZ FIRST IMPRESSIONS: RETAIL CARD SPENDING, JUNE 2022
July 11 2022 • 2 mins
Retail spending levels remained broadly steady in June as expected. However,
with prices charging higher, the amount of goods we’re actually able to purchase
is being eroded. And the pressure on household budgets is set to become more
pronounced over the coming months.
By Satish Ranchhod
#newzealand
WEEKLY ECONOMIC COMMENTARY – STEPPING UP TO THE PLATE, STILL SWINGING HARD
July 10 2022 • 10 mins
Analysis and forecasts of the economy and markets, along with previews of data
for the week ahead.
By Westpac New Zealand Economics
Why we expect another 50 basis points in August and then a pause #rba
WHY WE EXPECT ANOTHER 50 BASIS POINTS IN AUGUST AND THEN A PAUSE
July 8 2022 • 5 mins
The case is strong for another 50 basis point lift in the RBA cash rate in
August to move the cash rate into the neutral zone from stimulatory and
emphasise its commitment to restoring inflation to the target range. Then a
pause in to assess the impact of the rapid 175 basis points of tightening. An
eventual shift back to 25 basis point increments is likely after the next
Inflation Report is available for the November Board meeting.
By Bill Evans
#newzealand
NZ WEEKLY ECONOMIC INSIGHT - 8 JULY 2022
July 8 2022 • 2 mins
A two-minute round-up on the New Zealand economy and markets from NZ Acting
Chief Economist Michael Gordon.
By Michael Gordon
#newzealand
NZ AGRICULTURAL INSIGHT - 8 JULY 2022
July 8 2022 • 2 mins
The latest developments in New Zealand's agri markets from Senior Agri Economist
Nathan Penny.
By Nathan Penny
Westpac Market Outlook July 2022 #marketoutlook
WESTPAC MARKET OUTLOOK JULY 2022
July 7 2022 • 15 mins
Our latest thinking on Australia, markets and the global economy.
By Andrew Hanlan, Bill Evans, Elliot Clarke & 5 more Justin Smirk, Matthew
Hassan, Michael Gordon, Ryan Wells & Satish Ranchhod
#rbnz
PREVIEW OF RBNZ JULY 2022 MONETARY POLICY REVIEW
July 7 2022 • 2 mins
We expect the Reserve Bank to raise the Official Cash Rate by another 50 basis
points to 2.50% next week.
By Michael Gordon
#nzagriupdate
NZ DAIRY UPDATE FIRST IMPRESSIONS 6 JULY 2022
July 6 2022 • 2 mins
Dairy auction prices followed other commodities down overnight as commodity
market sentiment turned gloomy on concerns around the growth prospects for the
global economy, including the impact of sky-high commodity prices on demand.
By Nathan Penny
RBA Board raises the cash rate by 50 basis points; we expect another 50 in
August #rba
RBA BOARD RAISES THE CASH RATE BY 50 BASIS POINTS; WE EXPECT ANOTHER 50 IN
AUGUST
July 5 2022 • 5 mins
The RBA Board lifted the cash rate by 50 basis points to 1.35%.That move was
expected. The details in the Statement indicate nothing to dissuade us that the
next move in August, following the release of the June quarter Inflation Report,
will also be 50 basis points. To support our view that the Board will then pause
we will need to see a significantly different Statement in August than we have
seen in June and July.
By Bill Evans
#newzealand
NZ FIRST IMPRESSIONS: NZIER QUARTERLY SURVEY OF BUSINESS OPINION, JUNE QUARTER
2022
July 4 2022 • 3 mins
Despite the fall in economic confidence, the NZIER’s June quarter survey of
business opinion highlighted resilient economic conditions in recent months,
along with continued strong inflation pressures. That’s consistent with our
forecast for another 50bp move from the RBNZ next week.
By Satish Ranchhod
#newzealand
WEEKLY ECONOMIC COMMENTARY – TAKING STOCK OF HOUSING
July 3 2022 • 10 mins
Analysis and forecasts of the economy and markets, along with previews of data
for the week ahead.
By Westpac New Zealand Economics
#newzealand
NZ FIRST IMPRESSIONS: BUILDING CONSENTS, MAY 2022
July 1 2022 • 2 mins
Consent issuance was close to expectations in May, easing just 0.5%. The level
of residential building consents remains strong, but it has flattened off. The
peak in the home building cycle is coming into clearing focus.
By Satish Ranchhod
#newzealand
NZ WEEKLY ECONOMIC INSIGHT - 1 JULY 2022
July 1 2022 • 2 mins
A two-minute round-up on the New Zealand economy and markets from NZ Acting
Chief Economist Michael Gordon.
By Michael Gordon
#newzealand
NZ FIRST IMPRESSIONS: NEW ZEALAND-EU FREE TRADE AGREEMENT ANNOUNCED
June 30 2022 • 2 mins
New Zealand and the European Union have concluded negotiations on a “free trade
agreement.” Negotiating a deal with one of world’s most protectionist economic
blocs was always going to be difficult and as such the benefits for broader New
Zealand Inc. are modest.
By Nathan Penny
#confidence
NZ FIRST IMPRESSIONS: ANZBO BUSINESS CONFIDENCE, JUNE 2022
June 30 2022 • 2 mins
The latest ANZBO business confidence survey points to a further cooling in
activity. However, the survey did not point to any material easing of inflation
pressures.
By Satish Ranchhod
#confidence
WESTPAC MCDERMOTT MILLER REGIONAL CONFIDENCE Q2 2022
June 28 2022 • 5 mins
An assessment of how households view the economic prospects for their respective
regions, the economy as a whole and their own financial circumstances over the
next 12 months.
By Nathan Penny
#employment
FIRST IMPRESSIONS: NZ MONTHLY EMPLOYMENT INDICATOR, MAY 2022
June 28 2022 • 2 mins
Filled jobs rose 0.3% in May, and have now fully unwound the Omicron-related
drop in February and March. More broadly, employment growth has slowed in recent
months, but there is no sign yet that the demand for workers has turned.
By Michael Gordon
Australia & NZ Weekly 27 June 2022 #rba
AUSTRALIA & NZ WEEKLY 27 JUNE 2022
June 26 2022 • 5 mins
Monday's re-issue: analysis and forecasts for this week's key releases
By Bill Evans, Andrew Hanlan, Matthew Hassan & 6 more Justin Smirk, Elliot
Clarke, Michael Gordon, Nathan Penny, Ryan Wells & Satish Ranchhod
#newzealand
WEEKLY ECONOMIC COMMENTARY – CONSUMER CONFIDENCE PLUMMETS TO LOWEST LEVEL ON
RECORD
June 26 2022 • 10 mins
Analysis and forecasts of the economy and markets, along with previews of data
for the week ahead.
By Westpac New Zealand Economics
Cliff Notes: the trade-off between inflation and growth #inflation
CLIFF NOTES: THE TRADE-OFF BETWEEN INFLATION AND GROWTH
June 23 2022 • 5 mins
Key insights from the week that was.
By Elliot Clarke & Ryan Wells
#employment
WESTPAC MCDERMOTT MILLER EMPLOYMENT CONFIDENCE INDEX, JUNE 2022
June 23 2022 • 7 mins
Full analysis of key NZ market events or data releases.
By Michael Gordon
#confidence
WESTPAC MCDERMOTT MILLER EMPLOYMENT CONFIDENCE Q2 2022
June 22 2022 • 5 mins
The Employment Confidence Index fell 5 points to 108.5 in June, giving back most
of the gains made in March.
By Michael Gordon
RBA to hike rates by 50 basis points in both July and August – terminal rate to
reach 2.6% #rates
RBA TO HIKE RATES BY 50 BASIS POINTS IN BOTH JULY AND AUGUST – TERMINAL RATE TO
REACH 2.6%
June 22 2022 • 5 mins
We have lifted our forecast for the RBA’s terminal rate from 2.35% to 2.6%. That
entails a 50 basis point lift in the cash rate at the August meeting (revised up
from 25 basis points) prior to a pause in September. The last hike is expected
be 25 basis points in February.
By Bill Evans
Volatility in commodities continues #commodities
VOLATILITY IN COMMODITIES CONTINUES
June 22 2022 • 8 mins
May was a volatile month for commodities with no clear overall trend. Westpac’s
Export Price Index is best described as flat but there have been big swings
within this.
By Justin Smirk
#dairy
NZ DAIRY UPDATE 22 JUNE 2022
June 21 2022 • 3 mins
The latest developments in the dairy sector.
By Nathan Penny
RBA Board Minutes and Governor's Speech #rba
RBA BOARD MINUTES AND GOVERNOR'S SPEECH
June 21 2022 • 5 mins
The RBA Board Minutes for June emphasise that the decision to tighten by 50
basis points in June was driven by an upward revision to inflation and the “
highly stimulatory” rate setting. The size and timing of future rate increases
will be dictated by the incoming data and the outlook. Policy is still highly
stimulatory and a 50 basis point increase in July seems highly likely.”
By Bill Evans
Leading Index slowing but still positive #consumersentiment
LEADING INDEX SLOWING BUT STILL POSITIVE
June 21 2022 • 10 mins
The six-month annualised growth rate in the Westpac-Melbourne Institute Leading
Index, which indicates the likely pace of economic activity relative to trend
three to nine months into the future, fell from 1.09% in April to 0.58% in May.
By Bill Evans
#nzconsumerconfidence
WESTPAC MCDERMOTT MILLER CONSUMER CONFIDENCE Q2 2022
June 20 2022 • 5 mins
Consumer confidence has fallen sharply in recent months as household budgets
have been squeezed by higher mortgage rates and increases in living costs.
By Satish Ranchhod
Australian Chamber–Westpac Business Survey 2022 Q2 #manufacturing
AUSTRALIAN CHAMBER–WESTPAC BUSINESS SURVEY 2022 Q2
June 20 2022 • 15 mins
Business conditions continued to forge ahead in Q2, at 64.5 up from 56.7 in Q1,
as weather/omicron related disruptions were worked through. Supply headwinds
remained intense, with shortages of materials and labour difficult to find,
leading to higher prices and margin squeeze.
By Westpac Australia Economics
Australia & NZ Weekly 20 June 2022 #rba
AUSTRALIA & NZ WEEKLY 20 JUNE 2022
June 19 2022 • 5 mins
Monday's re-issue: analysis and forecasts for this week's key releases
By Bill Evans, Andrew Hanlan, Matthew Hassan & 6 more Justin Smirk, Elliot
Clarke, Michael Gordon, Nathan Penny, Ryan Wells & Satish Ranchhod
The FOMC’s fight against inflation risks a US recession #inflation
THE FOMC’S FIGHT AGAINST INFLATION RISKS A US RECESSION
June 19 2022 • 5 mins
A short video update from the Westpac Economics team.
By Elliot Clarke
#newzealand
WEEKLY ECONOMIC COMMENTARY – THAT’S NOT A RECESSION…
June 19 2022 • 10 mins
Analysis and forecasts of the economy and markets, along with previews of data
for the week ahead.
By Westpac New Zealand Economics
#nzregions
WESTPAC REGIONAL ROUNDUP JUNE 2022
June 17 2022 • 20 mins
This report assesses recent economic activity in regional New Zealand, providing
an outlook for each region.
By Paul Clark
Cliff Notes: confidence lost #cliffnotes
CLIFF NOTES: CONFIDENCE LOST
June 16 2022 • 7 mins
Key insights from the week that was.
By Elliot Clarke & Ryan Wells
#gdp
NZ GDP REVIEW, MARCH QUARTER 2022
June 16 2022 • 3 mins
GDP dipped by 0.2% in the March quarter, close to our forecast of a flat result.
By Michael Gordon
The FOMC’s aggressive response to inflation is a big risk for growth #inflation
THE FOMC’S AGGRESSIVE RESPONSE TO INFLATION IS A BIG RISK FOR GROWTH
June 15 2022 • 5 mins
We now see an additional 75bps of hikes to end-2022 to a peak of 3.375%. But
this is likely to stall the US economy.
By Elliot Clarke
May Labour Force - A 48 year low in unemployment plus a record high for
participation #employment
MAY LABOUR FORCE - A 48 YEAR LOW IN UNEMPLOYMENT PLUS A RECORD HIGH FOR
PARTICIPATION
June 15 2022 • 10 mins
Total employment: 60.6k from 4.4k (revised from 4k), Unemployment rate: 3.9%
from 3.9% (unrevised 3.9%), Participation rate: 66.7% from 66.4% (revised
66.3%).
By Justin Smirk
#gdp
FIRST IMPRESSIONS: NZ GDP, Q1 2022
June 15 2022 • 1 min
New Zealand's GDP fell by 0.2% in the March quarter, with the disruptive effects
of Covid continuing to rumble through the economy.
By Michael Gordon
Solid lift in the minimum wage #wages
SOLID LIFT IN THE MINIMUM WAGE
June 14 2022 • 5 mins
The Fair Work Commission grants the largest increase in the minimum wage since
its introduction in 1997.
By Justin Smirk
#inflation
INFLATION AND RATE HIKES DRAG SENTIMENT TOWARDS HISTORIC LOWS
June 14 2022 • 3 mins
A short video from Westpac's Chief Economist, Bill Evans.
By Bill Evans
Inflation and rate hikes drag sentiment towards historic lows #inflation
INFLATION AND RATE HIKES DRAG SENTIMENT TOWARDS HISTORIC LOWS
June 14 2022 • 7 mins
The Westpac Melbourne Institute Consumer Sentiment fell 4.4% in June from 90.4
in May to 86.4 in June.
By Bill Evans
#marketoutlook
MARKET OUTLOOK IN CONVERSATION PODCAST – JUNE 2022
June 14 2022 • 35 mins
Inflation, monetary policy’s response and the economic consequences are the
focus this month.
By Andrew Hanlan, Bill Evans, Elliot Clarke & 2 more Justin Smirk & Matthew
Hassan
Australia’s arrivals and departures, May #consumer
AUSTRALIA’S ARRIVALS AND DEPARTURES, MAY
June 14 2022 • 10 mins
May: slower pace but strong underlying detail. Arrivals: 651.1k, +77.2k mth,
+536.5k yr. Departures: 664.0k, +57.3k mth, +556.7k yr
By Ryan Wells
Australian business conditions & confidence, May 2022
#australianconsumersentiment
AUSTRALIAN BUSINESS CONDITIONS & CONFIDENCE, MAY 2022
June 13 2022 • 10 mins
May: conditions ease but still elevated, confidence moderates. Business
conditions: ease 3pts to +16. Business confidence: down 4pts to +6.
By Andrew Hanlan
#marketoutlook
MARKET OUTLOOK IN CONVERSATION PODCAST – JULY 2022
June 12 2022 • 35 mins
Global recession fears continue to grow as the costs related to geopolitical
uncertainty, rapid inflation and rising interest rates are felt.
By Bill Evans, Elliot Clarke, Justin Smirk & 1 more & Matthew Hassan
#newzealand
WEEKLY ECONOMIC COMMENTARY – DAIRY’S BACK ON THE HORSE
June 12 2022 • 10 mins
Analysis and forecasts of the economy and markets, along with previews of data
for the week ahead.
By Westpac New Zealand Economics
#gdp
NZ GDP PREVIEW, MARCH QUARTER 2022
June 10 2022 • 2 mins
We estimate that GDP was flat in the March quarter. This is a downgrade from our
earlier forecast of a 0.6% rise, due to some softness in the final batch of
sectoral data releases.
By Michael Gordon
Westpac Market Outlook June 2022 #marketoutlook
WESTPAC MARKET OUTLOOK JUNE 2022
June 9 2022 • 15 mins
Our latest thinking on Australia, markets and the global economy.
By Andrew Hanlan, Bill Evans, Elliot Clarke & 5 more Justin Smirk, Matthew
Hassan, Michael Gordon, Ryan Wells & Satish Ranchhod
Australia & NZ Weekly 13 June 2022 #rba
AUSTRALIA & NZ WEEKLY 13 JUNE 2022
June 9 2022 • 5 mins
Friday edition: analysis and forecasts for this week's key releases
By Bill Evans, Andrew Hanlan, Matthew Hassan & 6 more Justin Smirk, Elliot
Clarke, Michael Gordon, Nathan Penny, Ryan Wells & Satish Ranchhod
Long-term financial forecasts 10 June 2022 #forecasts
LONG-TERM FINANCIAL FORECASTS 10 JUNE 2022
June 9 2022 • 7 mins
Key financial forecasts and projections to end-2025.
By Andrew Hanlan, Bill Evans, Elliot Clarke & 3 more Justin Smirk, Matthew
Hassan & Westpac Australia Economics
Some more thoughts on the RBA #rba
SOME MORE THOUGHTS ON THE RBA
June 9 2022 • 5 mins
Our profile for the RBA tightening cycle entails an end to the cycle at a cash
rate of 2.35% by February next year. The pace of the cycle will be comparable
with other central banks. That will rely on an easing in inflation pressures
through 2023 from 6.6% in 2022 to 3% in 2023 and a sharp slowdown in growth from
4% in 2022 to 2% in 2023.
By Bill Evans
Cliff Notes: 50bp hikes signal global central bank determination to contain
inflation #inflation
CLIFF NOTES: 50BP HIKES SIGNAL GLOBAL CENTRAL BANK DETERMINATION TO CONTAIN
INFLATION
June 9 2022 • 5 mins
Key insights from the week that was.
By Elliot Clarke & Ryan Wells
Westpac Card Tracker, 10 June 2022 #retail
WESTPAC CARD TRACKER, 10 JUNE 2022
June 9 2022 • 10 mins
The Westpac Card Tracker Index has started the month stronger after a minor dip
in late May, rising +0.7pts in the week ending in June 4. At 109.4 the national
index means annual growth in card activity is continuing to run over 9pts above
its pre-COVID pace.
By Matthew Hassan
#dairy
NZ DAIRY UPDATE 8 JUNE 2022
June 7 2022 • 3 mins
The latest developments in the dairy sector.
By Nathan Penny
#consumersentiment
RBA HIKES 50 BP'S; EXPECT ANOTHER IN JULY
June 7 2022 • 7 mins
A short video from Westpac's Chief Economist, Bill Evans.
By Bill Evans
As a perfect storm hits power bills inflation is set to surge #inflation
AS A PERFECT STORM HITS POWER BILLS INFLATION IS SET TO SURGE
June 6 2022 • 10 mins
Energy prices driving an outsized price shock but state energy rebates means the
full impact is delayed until the end of the year.
By Justin Smirk
RBA Board raises the cash rate by 50 basis points; another 50 in July #inflation
RBA BOARD RAISES THE CASH RATE BY 50 BASIS POINTS; ANOTHER 50 IN JULY
June 6 2022 • 5 mins
We expect the Board will decide on another 50 basis point increase in July. By
front loading the moves it can firmly establish its inflation fighting
commitment. The cash rate is then likely to move in 25 basis point increments
with a pause as the Board moves above neutral to a peak in February of 235 basis
points.
By Bill Evans
#trade
AUSTRALIA'S TRADE ACCOUNT: MAY 2022
June 6 2022 • 5 mins
Trade surplus, a record high in May, at $16.0bn, led by resources. Surplus,
$16.0bn. Prev. $13.2bn. Exports 9.5% Imports 5.8%.
By Andrew Hanlan
#newzealand
WEEKLY ECONOMIC COMMENTARY – BUILDING A MYSTERY
June 6 2022 • 10 mins
Analysis and forecasts of the economy and markets, along with previews of data
for the week ahead.
By Westpac New Zealand Economics
Australia & NZ weekly 6 June 2022 #forecasts
AUSTRALIA & NZ WEEKLY 6 JUNE 2022
June 5 2022 • 10 mins
Monday's re-issue edition: analysis and forecasts for this week's key releases.
By Andrew Hanlan, Elliot Clarke, Matthew Hassan & 5 more Justin Smirk, Ryan
Wells, Michael Gordon, Satish Ranchhod & Nathan Penny
We expect the RBA Board will take the right decision and lift the cash rate by
0.4% next week #rba
WE EXPECT THE RBA BOARD WILL TAKE THE RIGHT DECISION AND LIFT THE CASH RATE BY
0.4% NEXT WEEK
June 3 2022 • 7 mins
The RBA is almost certain to raise the cash rate next week. Since the decision
to make the first move on May 3 we have consistently argued that the best
decision will be to move by 40 basis points.
By Bill Evans
#newzealand
NZ WEEKLY ECONOMIC INSIGHT - 3 JUNE 2022
June 3 2022 • 2 mins
A two-minute round-up on the New Zealand economy and markets from NZ Acting
Chief Economist Michael Gordon.
By Michael Gordon
#construction
NZ FIRST IMPRESSIONS: BUILDING WORK PUT IN PLACE, MARCH QUARTER 2022
June 2 2022 • 3 mins
Total construction activity rose by 3.2% in the March quarter. That was a little
stronger than our forecast, but was well ahead of the average market pick.
By Satish Ranchhod
#rba
AUSTRALIA & NZ WEEKLY 6 JUNE 2022
June 2 2022 • 5 mins
Friday edition: analysis and forecasts for this week's key releases.
By Bill Evans, Andrew Hanlan, Matthew Hassan & 6 more Justin Smirk, Elliot
Clarke, Michael Gordon, Nathan Penny, Ryan Wells & Satish Ranchhod
#forecasts
AUSTRALIAN ECONOMIC GROWTH FORECASTS LOWERED TO 4% IN 2022 AND 2% IN 2023
June 2 2022 • 4 mins
Increased stress for the household sector and a major downward revision to the
dwelling construction cycle have lowered our growth forecasts in 2022 from 4.5%
to 4.0% and 2.5% to 2.0% in 2023. Still, 2022 is a strong year for growth, as
the economy reopens and households take advantage of their high savings rates
and solid balance sheets.
By Bill Evans
#dwellingapprovals
AUS HOUSING FINANCE ROLLS OVER
June 2 2022 • 6 mins
Owner-occ. –7.3%mth, –12.8%yr; Investors: –4.8%mth, 37.1%yr; Total value
approvals: –6.4%mth, +0.3%yr (all ex refi).
By Matthew Hassan
#cliffnotes
CLIFF NOTES: A ROBUST FOUNDATION FOR CONTINUED GAINS
June 2 2022 • 7 mins
Key insights from the week that was.
By Elliot Clarke
#trade
AUSTRALIA'S TRADE ACCOUNT: APRIL 2022
June 1 2022 • 5 mins
Service exports up 9.6%, largest increase since 1986*. Surplus, $10.5bn. Prev.
$9.7bn. Exports +1.0% Imports -0.7%.
By Andrew Hanlan
Financial(s) Matter June 2022 #financialservices
FINANCIAL(S) MATTER JUNE 2022
June 1 2022 • 2 mins
Investors remain committed to their long-term strategy despite global
uncertainty.
By Elliot Clarke
#gdp
FIRST IMPRESSIONS: AUSTRALIAN Q1 GDP
June 1 2022 • 3 mins
Output expands by a moderate 0.8%. Domestic demand robust at 1.6%. Weather
disruptions and omicron wave disrupted production. Household saving ratio
moderated in Q1, but still elevated at 11.4%.
By Andrew Hanlan
Aus housing market: correction begins #houseprices
AUS HOUSING MARKET: CORRECTION BEGINS
May 31 2022 • 4 mins
May CoreLogic home value index: –0.3%mth; 11.7%yr. Rate hike triggers sharp fall
in sales, dip in prices.
By Matthew Hassan
#gdp
AUSTRALIAN Q1 GDP
May 31 2022 • 5 mins
Robust domestic demand early in 2022. Output performance constrained by
disruptions. Q1 domestic demand: 1.6%qtr, 4.8% yr. Q1 real GDP: 0.8%qtr, 3.3%
yr.
By Westpac Australia Economics
#australia
AUSTRALIA'S CURRENT ACCOUNT: Q1 2022
May 31 2022 • 5 mins
Surplus moderates to $7.5bn. Q1 Current a/c: $7.5bn (1.3% of GDP). Net export,
ppts cont’n: -1.7qtr, -2.4yr. Terms of trade: 5.9qtr, 8.3%yr
By Andrew Hanlan
#audcurncy
UK & EUROPE ECONOMIC UPDATE ON AUSTRALIA
May 31 2022 • 5 mins
Update on Australia for UK & European customers.
By Bill Evans
#newzealand
NZ FIRST IMPRESSIONS: ANZBO BUSINESS CONFIDENCE, MAY 2022
May 31 2022 • 2 mins
Confidence is down and concerns about inflation remain rife.
By Satish Ranchhod
#newzealand
NZ FIRST IMPRESSIONS – BUILDING CONSENTS, APRIL 2022
May 31 2022 • 3 mins
As expected, consent issuance pulled-back in April after last month’s jump in
medium-density consents. Looking at the longer-term trend in consent issuance,
the number of new homes being consented remains elevated, but has flattened off.
By Satish Ranchhod
#australia
AUSTRALIAN BUSINESS INDICATORS SURVEY: Q1 2022
May 31 2022 • 5 mins
A positive update. Inventory rebuild adds to growth. Nominal incomes post robust
gains, led by company profits.
By Andrew Hanlan
#dwellingapprovals
AUS DWELLING APPROVALS: ANOTHER LEG LOWER?
May 30 2022 • 5 mins
April –2.4%mth, –32.4%yr (vs mkt 0.5%). Volumes down but avg approval value
soars on surging costs.
By Matthew Hassan
#australia
AUSTRALIA & NZ WEEKLY 30 MAY 2022
May 30 2022 • 10 minutes
Friday edition: analysis and forecasts for this week's key releases
By Andrew Hanlan, Bill Evans, Elliot Clarke & 6 more Justin Smirk, Matthew
Hassan, Michael Gordon, Nathan Penny, Ryan Wells & Satish Ranchhod
Australia & NZ weekly 30 May 2022 #forecasts
AUSTRALIA & NZ WEEKLY 30 MAY 2022
May 29 2022 • 5 mins
Monday's re-issue edition: analysis and forecasts for this week's key releases.
By Andrew Hanlan, Elliot Clarke, Matthew Hassan & 5 more Justin Smirk, Ryan
Wells, Michael Gordon, Satish Ranchhod & Nathan Penny
#china
CHINA AND COVID-ZERO: STRENGTH TO BE SHOWN IN RECOVERY
May 29 2022 • 3 mins
With the affected regions of China now re-opening, we need to ask how quickly
the economy can bounce, and how large the gain will be?
By Elliot Clarke
#newzealand
WEEKLY ECONOMIC COMMENTARY – GO LARGE
May 29 2022 • 10 mins
Analysis and forecasts of the economy and markets, along with previews of data
for the week ahead.
By Michael Gordon, Nathan Penny, Satish Ranchhod & 1 more & Paul Clark
#newzealand
WEEKLY ECONOMIC COMMENTARY – GO LARGE
May 29 2022 • 10 mins
Analysis and forecasts of the economy and markets, along with previews of data
for the week ahead.
By Michael Gordon, Nathan Penny, Satish Ranchhod & 1 more & Paul Clark
#australia
AUSTRALIAN RETAIL SALES UP AGAIN
May 27 2022 • 5 mins
April sales: +0.9%mth (market +1.0%), +9.6%yr. Mixed detail suggests variety of
forces at work.
By Matthew Hassan
#employment
NZ FIRST IMPRESSIONS: NZ MONTHLY EMPLOYMENT INDICATOR, APRIL 2022
May 27 2022 • 2 mins
Filled jobs rose 0.6% in April, rebounding from the effects of the Omicron wave
earlier this year. Demand for workers remains strong, but any sign of a
turnaround could have major implications for the monetary policy outlook.
By Michael Gordon
#fomc
CLIFF NOTES: IN PURSUIT OF CAPACITY
May 27 2022 • 5 min
Key insights from the week that was.
By Elliot Clarke & Ryan Wells
#australia
AUSTRALIAN Q1 CAPEX
May 26 2022 • 5 mins
Capex plans “upgraded” - in part on rising costs. Q1 real capex: -0.3%;
equipment +1.2%. 2022/23 plans: Est 2 $130.5bn, 15% above Est 2 a yr ago.
By Andrew Hanlan
The 2022 PNG 100 CEO Survey #businessconditions
THE 2022 PNG 100 CEO SURVEY
May 26 2022 • 5 mins
PNG Corporations shift their focus to domestic policy issues.
By Justin Smirk
#rbnz
NZ FIRST IMPRESSIONS: RBNZ MONETARY POLICY STATEMENT, MAY 2022
May 25 2022 • 2 mins
The Reserve Bank lifted the OCR by 50 basis points as widely expected, and
signalled further large moves to come. While it’s a more assertive profile than
we expected from the RBNZ today, it’s in line with our forecast of how 2022 will
ultimately play out.
By Michael Gordon
#australia
AUSTRALIAN CONSTRUCTION WORK 2022 Q1
May 25 2022 • 5 mins
Australian construction activity. Slips at the start of 2022 on further
disruptions. Q1: -0.9%qtr, +1.4%yr.
By Andrew Hanlan
#rbnz
REVIEW OF RBNZ MAY 2022 MONETARY POLICY STATEMENT
May 24 2022 • 3 mins
The Reserve Bank increased the OCR by a further 50 basis points to 2% and
signalled much more to come.
By Michael Gordon
#rba
AUSTRALIA & NZ WEEKLY 23 MAY 2022
May 23 2022 • 10 min
Monday's re-issue edition: analysis and forecasts for this week's key releases
By Andrew Hanlan, Bill Evans, Elliot Clarke & 6 more Justin Smirk, Matthew
Hassan, Michael Gordon, Nathan Penny, Ryan Wells & Satish Ranchhod
#newzealand
WEEKLY ECONOMIC COMMENTARY – DIFFERING VIEWS
May 22 2022 • 10 mins
Analysis and forecasts of the economy and markets, along with previews of data
for the week ahead.
By Westpac New Zealand Economics
#housing
WESTPAC HOUSING PULSE MAY 2022
May 20 2022 • 7 mins
The inside word on Australia’s residential property market drawing on detailed
insights from the Westpac Melbourne Institute Consumer Sentiment survey and
Westpac Economics’ macro views.
By Matthew Hassan
#dairy
NZ DAIRY UPDATE 18 MAY 2022
May 17 2022 • 3 mins
The latest developments in the dairy sector.
By Nathan Penny
Leading Index eases but still in positive territory #consumersentiment
LEADING INDEX EASES BUT STILL IN POSITIVE TERRITORY
May 17 2022 • 3 mins
The six-month annualised growth rate in the Westpac-Melbourne Institute Leading
Index, which indicates the likely pace of economic activity relative to trend
three to nine months into the future slowed to 0.88% in April from 1.69% in
March.
By Bill Evans
Q1 Wage Price Index #wages
Q1 WAGE PRICE INDEX
May 17 2022 • 5 mins
Australian wages: early signs wages are starting to pick up but still running
behind inflation
By Justin Smirk
#qeo
NZ ECONOMIC OVERVIEW – THE RIGHT AMOUNT OF PRESSURE
May 16 2022 • 20 mins
The Westpac NZ Economics Team’s flagship document covering the outlook for the
New Zealand economy, government debt, the global economy, financial markets and
the agricultural outlook.
By Paul Clark, Michael Gordon, Nathan Penny & 1 more & Satish Ranchhod
Australia & NZ weekly 16 May 2022 #forecasts
AUSTRALIA & NZ WEEKLY 16 MAY 2022
May 15 2022 • 5 mins
Monday's re-issue edition: analysis and forecasts for this week's key releases
By Andrew Hanlan, Bill Evans, Elliot Clarke & 6 more Justin Smirk, Matthew
Hassan, Michael Gordon, Nathan Penny, Ryan Wells & Satish Ranchhod
#newzealand
WEEKLY ECONOMIC COMMENTARY – THROWING THE DOORS OPEN
May 15 2022 • 10 mins
Analysis and forecasts of the economy and markets, along with previews of data
for the week ahead.
By Westpac New Zealand Economics
Long-term financial forecasts 13 May 2022 #forecasts
LONG-TERM FINANCIAL FORECASTS 13 MAY 2022
May 12 2022 • 3 mins
Key financial forecasts and projections to end-2025.
By Andrew Hanlan, Bill Evans, Elliot Clarke & 3 more Justin Smirk, Matthew
Hassan & Westpac Australia Economics
Australia & NZ weekly 16 May 2022 #forecasts
AUSTRALIA & NZ WEEKLY 16 MAY 2022
May 12 2022 • 5 mins
Friday edition: analysis and forecasts for this week's key releases
By Andrew Hanlan, Bill Evans, Elliot Clarke & 6 more Justin Smirk, Matthew
Hassan, Michael Gordon, Nathan Penny, Ryan Wells & Satish Ranchhod
#consumersentiment
INFLATION AND THE RATE INCREASE SINK CONSUMER SENTIMENT
May 10 2022 • 7 mins
A short video from Westpac's Chief Economist, Bill Evans.
By Bill Evans
#australia
INFLATION AND RISING RATES SINK CONSUMER SENTIMENT
May 10 2022 • 5 mins
The Westpac-Melbourne Institute Index of Consumer Sentiment fell by 5.6% to 90.4
in May from 95.8 in April.
By Bill Evans
#marketoutlook
MARKET OUTLOOK IN CONVERSATION PODCAST – MAY 2022
May 9 2022 • 3 mins
Inflation and interest rate expectations have continued to build over the past
month. In this edition, we focus on the implications for the Australian economy,
particularly the housing sector and business investment.
By Andrew Hanlan, Bill Evans, Elliot Clarke & 2 more Justin Smirk & Matthew
Hassan
Australia & NZ weekly 9 May 2022 #forecasts
AUSTRALIA & NZ WEEKLY 9 MAY 2022
May 8 2022 • 5 mins
Monday's re-issue edition: analysis and forecasts for this week's key releases.
By Andrew Hanlan, Bill Evans, Elliot Clarke & 6 more Justin Smirk, Matthew
Hassan, Michael Gordon, Nathan Penny, Ryan Wells & Satish Ranchhod
#newzealand
WEEKLY ECONOMIC COMMENTARY – OVERDOING IT?
May 8 2022 • 10 mins
Analysis and forecasts of the economy and markets, along with previews of data
for the week ahead.
By Westpac New Zealand Economics
#nzhometruths
NZ HOME TRUTHS MAY 2022
May 5 2022 • 2 mins
New Zealand housing market insights from the Westpac Economics Team.
By Michael Gordon
Westpac Market Outlook May 2022 #marketoutlook
WESTPAC MARKET OUTLOOK MAY 2022
May 5 2022 • 15 mins
Our latest thinking on Australia, markets and the global economy.
By Andrew Hanlan, Bill Evans, Elliot Clarke & 5 more Justin Smirk, Matthew
Hassan, Michael Gordon, Ryan Wells & Satish Ranchhod
Long-term financial forecasts 5 May 2022 #forecasts
LONG-TERM FINANCIAL FORECASTS 5 MAY 2022
May 5 2022 • 5 mins
Key financial forecasts and projections to end-2025.
By Andrew Hanlan, Bill Evans, Elliot Clarke & 3 more Justin Smirk, Matthew
Hassan & Westpac Australia Economics
#nzindustryinsights
INDUSTRY INSIGHT – PROFESSIONAL SERVICES
May 5 2022 • 30 mins
This report focuses on New Zealand’s professional services sector. Firms
operating in this sector provide an ever-expanding range of knowledge-based
services, from accounting, legal and architectural to management and engineering
consulting.
By Paul Clark
#dairy
NZ DAIRY UPDATE 4 MAY 2022
May 3 2022 • 3 mins
The latest developments in the dairy sector.
By Nathan Penny
Australia & NZ weekly 2 May 2022 #forecasts
AUSTRALIA & NZ WEEKLY 2 MAY 2022
May 1 2022 • 5 mins
Monday's re-issue edition: analysis and forecasts for this week's key releases.
By Andrew Hanlan, Bill Evans, Elliot Clarke & 6 more Justin Smirk, Matthew
Hassan, Michael Gordon, Nathan Penny, Ryan Wells & Satish Ranchhod
Long-term financial forecasts 29 April 2022 #forecasts
LONG-TERM FINANCIAL FORECASTS 29 APRIL 2022
May 1 2022 • 5 mins
Key financial forecasts and projections to end-2025.
By Andrew Hanlan, Bill Evans, Elliot Clarke & 3 more Justin Smirk, Matthew
Hassan & Westpac Australia Economics
#newzealand
WEEKLY ECONOMIC COMMENTARY – RUNNING TO CATCH UP
May 1 2022 • 10 mins
Analysis and forecasts of the economy and markets, along with previews of data
for the week ahead.
By Westpac New Zealand Economics
#consumersentiment
INTEREST RATES AND INFLATION WEIGH ON CONSUMER CONFIDENCE
April 20 2022 • 8 mins
A short video from Westpac's Chief Economist, Bill Evans.
By Bill Evans
#australia
INFLATION AND INTEREST RATE CONCERNS CONTINUE TO WEIGH ON SENTIMENT
April 12 2022 • 2 mins
The Westpac-Melbourne Institute Index of Consumer Sentiment fell by 0.9% to 95.8
in April from 96.6 in March.
By Bill Evans
Show more articles Search for more articles
MARKETS
#credit
WOODSIDE & SANTOS - A CLOSER LOOK
July 22 2022 • 5 mins
Subsequent to the release of quarterly production reports from Woodside and
Santos, we have taken a look at the spreads and yields on the bonds issued by
both entities in more detail given the levels available to investors on their
USD outstandings, their RV when compared to issuance from similarly rated
international oil players and the BBB Australian Corporate Universe, and the
strengthening nature of their credit profiles.
By Duncan Chellew
Markets Daily #aud
MARKETS DAILY
July 21 2022 • 6 mins
The ECB hiked by 50bp but the euro rose only modestly as Italy’s government
collapsed. US bond yields tumbled on a poor business survey. AUD rose to 0.6930.
Today’s calendar is dominated by flash July PMIs in various countries.
By Sean Callow, Robert Rennie, Imre Speizer & 2 more Westpac Australia Economics
& Jessica Ren
#credit
AROUND THE GROUNDS
July 21 2022 • 5 mins
Today's note includes comments on Woodside, Santos, Sydney & Melbourne Airport
Passenger Numbers, Puma, Firstmac, La Trobe, and Zip.
By Brendon Cooper, Duncan Chellew & Martin Jacques
#credit
AROUND THE GROUNDS
July 21 2022 • 5 mins
Today's note includes comments on Woodside, Santos, Sydney & Melbourne Airport
Passenger Numbers, Puma, Firstmac, La Trobe, and Zip.
By Brendon Cooper, Duncan Chellew & Martin Jacques
#usd
FINANCEAM
July 21 2022 • 5mins
The ECB hiked by 50bp – more than expected, but bond yields in Europe and the US
fell on recession concerns. The USD is only slightly lower, while the S&P500 is
up 1.0%.
By Imre Speizer
#whatspricedin
WHAT'S PRICED IN
July 21 2022 • 2 mins
By Jessica Ren
ForeX Focus: A$: One step forward… #fx
FOREX FOCUS: A$: ONE STEP FORWARD…
July 21 2022 • 15 mins
The Aussie has outperformed most major currencies this week, with global
equities finding some support and the US dollar cooling a little in line with
Fed pricing. Price action should be cautious ahead of Australia’s key Q2 CPI
data and the FOMC decision the next day.
By Sean Callow, Richard Franulovich & Imre Speizer
What's Priced In #whatspricedin
WHAT'S PRICED IN
July 21 2022 • 3 mins
Monetary Policy Watch
By Damien McColough & Jessica Ren
#macro
IN CONVERSATION
July 21 2022 • 60
Westpac Economics and Strategy team in conversation.
By Bill Evans, Justin Smirk, Richard Franulovich & 1 more & Damien McColough
Markets Daily #aud
MARKETS DAILY
July 20 2022 • 6 mins
Italian political woes and Russian gas curtailment threats initially weighed,
but upbeat US earnings reports helped a rebound. The euro underperformed and AUD
was little changed at 0.6890. Today we see policy decisions by the Bank of Japan
and ECB.
By Sean Callow, Robert Rennie, Imre Speizer & 2 more Westpac Australia Economics
& Jessica Ren
Strategy Views on a Page #macro
STRATEGY VIEWS ON A PAGE
July 20 2022 • 5
A quick summary of Westpac Strategy Group market views on a single page
By Robert Rennie, Imre Speizer, Damien McColough & 1 more & Richard Franulovich
#credit
AROUND THE GROUNDS
July 20 2022 • 5 mins
Today's note includes the Wednesday Credit Chart and a look at AUD and USD major
bank spreads, Pepper and Firstmac.
By Brendon Cooper, Duncan Chellew & Martin Jacques
#usd
FINANCEAM
July 20 2022 • 5mins
Sentiment was mixed. Italian political woes and Russian gas curtailment threats
initially weighed, but upbeat US earnings reports helped a rebound. The S&&P500
is up 0.8%, bond yields are slightly higher, while the USD is slightly higher.
By Imre Speizer
What's Priced In #whatspricedin
WHAT'S PRICED IN
July 20 2022 • 3
Monetary Policy Watch
By Damien McColough & Jessica Ren
Macro Bites #macrofocus
MACRO BITES
July 20 2022 • 5
Macro thoughts from Westpac's Market Strategists
By Robert Rennie, Richard Franulovich, Damien McColough & 1 more & Jessica Ren
#bonds
NZGB TENDER PREVIEW
July 20 2022 • 10mins
A preview of the forthcoming weekly NZGB tender.
By Imre Speizer
#credit
WEDNESDAY CREDIT CHART
July 20 2022 • 5 mins
In this week's charts we look at offshore issuance from Australian corporates
and the spread pick up currently available for some issuers.
By Duncan Chellew
TCorp 8-Mar-2033 Tap - Fair Value Analysis #fairvalue
TCORP 8-MAR-2033 TAP - FAIR VALUE ANALYSIS
July 20 2022 • 5
We present our fair value estimates for the TCorp 8-Mar-2033 Tap
By Jessica Ren
Markets Daily #aud
MARKETS DAILY
July 19 2022 • 6 mins
Reports that the ECB could hike by 50bp this week sparked a sharp US$ selloff,
AUD bouncing to 0.6900. Equities were also upbeat. Today’s calendar includes a
speech by RBA Governor Lowe and UK June CPI.
By Sean Callow, Robert Rennie, Imre Speizer & 1 more & Westpac Australia
Economics
#macro
YOU ARE INVITED
July 19 2022 • 1
You are invited to a Westpac Economics and Strategy "In Conversation" hosted
conference call on Wednesday, 20th July 2022 at 12-1pm AEST.
By Damien McColough
#credit
AROUND THE GROUNDS
July 19 2022 • 5 mins
Today's note includes comments on BHP, Pepper, and SPPI.
By Brendon Cooper, Duncan Chellew & Martin Jacques
#usd
FINANCEAM
July 19 2022 • 5mins
Sentiment was upbeat, buyers emerging to push the S&P500 up 2.6%, despite little
fresh news of note. Bond yields rose and the US dollar fell, both following the
risk-seeking theme on the day. Speculation the ECB could hike by 50bp tomorrow
increased.
By Imre Speizer
What's Priced In #whatspricedin
WHAT'S PRICED IN
July 19 2022 • 3
Monetary Policy Watch
By Damien McColough & Jessica Ren
#nzinterestratepublications
HOUSING NZ TENDER PREVIEW
July 19 2022 • 15mins
Wednesday’s tender of HNZ bonds will be an interesting gauge of demand.
By Imre Speizer
#nzd
NZD FX WEEKLY
July 19 2022 • 15mins
A weekly update on the market for NZD crosses, plus outlooks.
By Imre Speizer
G10 FX Model: USD recession risk #model
G10 FX MODEL: USD RECESSION RISK
July 19 2022 • 3 mins
There is plenty of precedent for USD resiliency in the face of recession fears.
By Richard Franulovich
Markets Daily #fxdaily
MARKETS DAILY
July 18 2022 • 6 mins
US equities surrendered early gains and US yields rose, AUD easing back to
0.6810. Today’s calendar includes RBA July minutes and UK May unemployment and
wages.
By Sean Callow, Imre Speizer, Robert Rennie & 2 more Jessica Ren & Westpac
Australia Economics
Strategy Views on a Page #macro
STRATEGY VIEWS ON A PAGE
July 18 2022 • 5
A quick summary of Westpac Strategy Group market views on a single page
By Robert Rennie, Imre Speizer, Damien McColough & 1 more & Richard Franulovich
#credit
AROUND THE GROUNDS
July 18 2022 • 5 mins
Today's note includes the Credit Fan and comments on ANZ & Suncorp, US Bank
Reporting, Woolworths, and Mirvac & Dexus.
By Brendon Cooper, Duncan Chellew & Martin Jacques
#usd
FINANCEAM
July 18 2022 • 5mins
US equities fell slightly, the S&P500 down 0.9%. Bond yields, though, rose, and
the US dollar is lower. There was little new of note.
By Imre Speizer
#rates
FOCUS ON POLICY AND INFLATION TO DOMINATE DOWN UNDER. - A$ & NZ$ RATES STRATEGY
WEEKLY
July 18 2022 • 20
We present our weekly outlook for the AU and NZ rates markets.
By Damien McColough, Imre Speizer & Jessica Ren
Aussie recovers from 2-year lows #aud
AUSSIE RECOVERS FROM 2-YEAR LOWS
July 18 2022 • 6 mins
The A$ dipped to 2-year lows against the US$ last week but then returned to
0.6800 as talk of the Fed hiking by 1% faded. This week’s calendar includes RBA
commentary and policy decisions by the ECB and BoJ.
By Sean Callow
Markets Daily #fxdaily
MARKETS DAILY
July 17 2022 • 6 mins
Risk appetite improved Friday as US data showed easing price pressures. European
and US equities made large gains while AUD/USD rose to 0.6790.
By Sean Callow, Imre Speizer, Robert Rennie & 2 more Jessica Ren & Westpac
Australia Economics
#credit
AROUND THE GROUNDS
July 17 2022 • 3 mins
Today's note includes comments on ANZ & Suncorp and the week ahead.
By Brendon Cooper, Duncan Chellew & Martin Jacques
#credit
ANZ SEARCHING FOR SUN
July 17 2022 • 3 mins
ANZ announced that it has agreed to acquire Suncorp Bank from Suncorp Group for
AUD4.9bn and at the same time has announced a AUD3.5bn (fully underwritten)
entitlement offer to support the acquisition.
By Brendon Cooper
#usd
FINANCEAM
July 17 2022 • 5mins
US equities were helped by mostly supportive economic data, the S&P500 closing
up 1.9%. The defensive US dollar fell, while bond yields were little changed.
By Imre Speizer
What's Priced In #whatspricedin
WHAT'S PRICED IN
July 15 2022 • 3
Monetary Policy Watch
By Damien McColough & Jessica Ren
Strategy Views on a Page #macro
STRATEGY VIEWS ON A PAGE
July 15 2022 • 5
A quick summary of Westpac Strategy Group market views on a single page
By Sean Callow, Robert Rennie, Imre Speizer & 1 more & Damien McColough
Strategy Views on a Page #macro
STRATEGY VIEWS ON A PAGE
July 15 2022 • 5
A quick summary of Westpac Strategy Group market views on a single page
By Robert Rennie, Imre Speizer, Damien McColough & 1 more & Richard Franulovich
Corporate Morning Report #fx
CORPORATE MORNING REPORT
July 14 2022 • 6 mins
Fed hawks cooled market expectations of a 100bp rate hike this month. The US
dollar pared earlier gains, AUD recovering to 0.6750. Today’s calendar includes
China Q2 GDP plus US June retail sales and July consumer sentiment and inflation
expectations.
By Sean Callow, Imre Speizer, Robert Rennie & 2 more Jessica Ren & Westpac
Australia Economics
FX Daily #fxdaily
FX DAILY
July 14 2022 • 6 mins
Fed hawks cooled market expectations of a 100bp rate hike this month. The US
dollar pared earlier gains, AUD recovering to 0.6750. Today’s calendar includes
China Q2 GDP plus US June retail sales and July consumer sentiment and inflation
expectations.
By Sean Callow, Imre Speizer, Robert Rennie & 2 more Jessica Ren & Westpac
Australia Economics
Corporate Banking Morning Report #fx
CORPORATE BANKING MORNING REPORT
July 14 2022 • 6 mins
Fed hawks cooled market expectations of a 100bp rate hike this month. The US
dollar pared earlier gains, AUD recovering to 0.6750. Today’s calendar includes
China Q2 GDP plus US June retail sales and July consumer sentiment and inflation
expectations.
By Sean Callow, Imre Speizer, Robert Rennie & 2 more Jessica Ren & Westpac
Australia Economics
#credit
AROUND THE GROUNDS
July 14 2022 • 3 mins
Today's note includes comments on Aurizon, Lend Lease and Pepper, while JPM and
MS kick off US bank earnings.
By Brendon Cooper, Duncan Chellew & Martin Jacques
#usd
FINANCEAM
July 14 2022 • 5mins
US Fedspeak cooled market expectations of a 100bp rate hike later this month.
The US dollar pared earlier gains. The S&P500 is down 0.3%, dented by company
earnings reports.
By Imre Speizer
#usd
FINANCEAM
July 14 2022 • 5mins
US equities were helped by mostly supportive economic data, the S&P500 closing
up 1.9%. The defensive US dollar fell, while bond yields were little changed.
By Imre Speizer
#semigovernment
SEMI SPREADS - HOW WIDE CAN THEY GO
July 14 2022 • 10 mins
We undertake a Q&A approach to providing our insights into the Semi Government
bond spreads.
By Damien McColough & Jessica Ren
#fx
FOREX FOCUS: I HEAR 75, DO I HEAR 100?
July 14 2022 • 5 mins
US inflation above 9% and Canada's surprise 100bp hike have stoked another
bidding war in rate hike forecasts. RBA pricing is joining the frenzy, as
Australia's booming jobs data fuels talk of 50bp becoming 75bp in August.
By Imre Speizer, Robert Rennie & Sean Callow
#securitisation
ABSOLUTE COVERAGE SECURITISATION & COVERED BOND WEEKLY UPDATE 14TH JULY 2022
July 14 2022 • 8 mins
This edition includes pricing details on RedZed's non-conforming RMBS, price
guidance on Pepper PRS 33, an update from the AOFM on the SFSF at the end of
June and our 1H securitisation update and accompanying video.
By Martin Jacques
#securitisation
ABSOLUTE COVERAGE - 10 MINUTE ABS - 1H 2022
July 14 2022 • 8 mins
10 Minute ABS - A short video on the Australian Securitisation Market over 1H
2022
By Martin Jacques
#securitisation
ABSOLUTE COVERAGE SECURITISATION & COVERED BOND WEEKLY UPDATE 20TH JULY 2022
July 14 2022 • 6 mins
An update on the Australian Securitisation and Covered Bond Markets. This
edition includes new issuance from Pepper, our 1H 22 securitisation update and
accompanying video, Q1 2022 ABS & RMBS Performance Watch from S&P and the latest
mortgage prepayment data.
By Martin Jacques
Strategy Views on a Page #fx
STRATEGY VIEWS ON A PAGE
July 13 2022 • 5 mins
A quick summary of Westpac Strategy Group market views on a single page.
By Damien McColough, Imre Speizer, Robert Rennie & 1 more & Sean Callow
#securitisation
ABSOLUTE COVERAGE - AUSTRALIAN SECURITISATION 1H 2022 UPDATE
July 5 2022 • 18 mins
Australian Securitisation 1H 2022 - Update
By Martin Jacques
#aroundthegrounds
AROUND THE GROUNDS
July 1 2022 • 2 mins
Today's note includes comments on AMP and APRA ADI Statistics.
By Brendon Cooper, Duncan Chellew & Martin Jacques
#aroundthegrounds
AROUND THE GROUNDS
June 30 2022 • 2 mins
Today's note includes comments on Suncorp.
By Brendon Cooper, Duncan Chellew & Martin Jacques
#credit
CREDIT CHART PACK - JUNE 2022
June 30 2022 • 10 minutes
An overview of key news and trading themes for A$ credit markets through June
2022
By Duncan Chellew & Brendon Cooper
#macro
STRATEGY VIEWS ON A PAGE
June 30 2022 • 3 mins
A quick summary of Westpac Strategy Group market views on a single page
By Richard Franulovich
Forex Focus: 50bp not moving the dial for the A$? #fx
FOREX FOCUS: 50BP NOT MOVING THE DIAL FOR THE A$?
June 30 2022 • 15 mins
After the flurry of central bank policy decisions, FX ranges have narrowed
somewhat, but the US dollar remains on a sound footing. Given the poor global
mood, the 50bp hike we expect from the RBA next week probably won't be enough to
prevent the Aussie from slipping to fresh 2-year lows.
By Sean Callow, Tim Riddell, Richard Franulovich & 1 more & Imre Speizer
#financeam
FINANCEAM
June 30 2022 • 5 mins
The risk averse mood persisted in Europe and to a lesser extent in the US, the
S&P500 down 0.2%. The defensive US dollar rose, and bond yields fell. US GDP and
German inflation undershot expectations.
By Imre Speizer
FX Daily #currencies
FX DAILY
June 29 2022 • 6 mins
Sentiment turned sharply negative over the course of US trading. The defensive
US dollar rose, AUD/USD slipping slightly to 0.6905.
By Sean Callow, Imre Speizer, Tim Riddell & 4 more Robert Rennie, Jessica Ren,
Duncan Chellew & Westpac Australia Economics
#credit
AROUND THE GROUNDS
June 28 2022 • 7 mins
Today's note includes comments on Singtel & Optus, Suncorp, Lendlease, Athena,
and Firstmac.
By Brendon Cooper, Duncan Chellew & Martin Jacques
#sandp
FINANCE AM PODCAST
June 28 2022 • 3 mins
There were mixed performances among asset classes amid quarter end portfolio
rebalancing. The S&P500 is down 0.5% and bond yields are higher, while
currencies were mixed.
By Tim Riddell
#securitisation
WESTPAC ‘ABSOLUTE COVERAGE’ - SECURITISATION & COVERED BOND WEEKLY UPDATE 28TH
JUNE 2022
June 28 2022 • 7 mins
An update on the Australian Securitisation and Covered Bond Markets. This
edition includes pricing details on transactions from National Australia Bank,
NOW Finance & Angle Finance; new mandates from Firstmac Eagle & Athena Home
Loans, and March arrears data from S&P.
By Martin Jacques
#bonds
CORPORATE BANKING MORNING REPORT
June 28 2022 • 7 mins
Bond yields rose substantially but equities lacked direction, with limited
inspiration from data or news. Currencies were mixed, the Aussie underperforming
the G10, down slightly to 0.6925. Today’s local calendar is empty again while in
the US data includes June consumer confidence and April house prices.
By Jessica Ren, Duncan Chellew, Imre Speizer & 4 more Robert Rennie, Sean
Callow, Tim Riddell & Westpac Australia Economics
#bonds
CORPORATE MORNING REPORT
June 28 2022 • 7 mins
Bond yields rose substantially but equities lacked direction, with limited
inspiration from data or news. Currencies were mixed, the Aussie underperforming
the G10, down slightly to 0.6925. Today’s local calendar is empty again while in
the US data includes June consumer confidence and April house prices.
By Jessica Ren, Duncan Chellew, Imre Speizer & 4 more Robert Rennie, Sean
Callow, Tim Riddell & Westpac Australia Economics
#fx
STRATEGY VIEWS ON A PAGE
June 28 2022 • 4 mins
A quick summary of Westpac Strategy Group market views on a single page.
By Damien McColough, Imre Speizer, Richard Franulovich & 1 more & Robert Rennie
#fx
DXY FAIR VALUE SCENARIOS
June 28 2022 • 8 mins
Regular update on our proprietary models, their directional signals and analysis
on how they are shaping our market views.
By Richard Franulovich
#sandp
FINANCE AM
June 28 2022 • 8 min
There were mixed performances among asset classes amid quarter end portfolio
rebalancing. The S&P500 is down 0.5% and bond yields are higher, while
currencies were mixed.
By Tim Riddell
#fx
FX DAILY
June 28 2022 • 7 mins
Bond yields rose substantially but equities lacked direction, with limited
inspiration from data or news. Currencies were mixed, the Aussie underperforming
the G10, down slightly to 0.6925. Today’s local calendar is empty again while in
the US data includes June consumer confidence and April house prices.
By Jessica Ren, Duncan Chellew, Imre Speizer & 4 more Robert Rennie, Sean
Callow, Tim Riddell & Westpac Australia Economics
#fx
STRATEGY VIEWS ON A PAGE
June 27 2022 • 5 mins
A quick summary of Westpac Strategy Group market views on a single page.
By Damien McColough, Imre Speizer, Richard Franulovich & 1 more & Robert Rennie
#aunzratesweekly
POLICY REVISION TO SLOW, LIMITING FURTHER BOND SQUEEZES - A$ & NZ$ RATES
STRATEGY WEEKLY
June 27 2022 • 15 mins
Summary of Rates themes in AU & NZ.
By Imre Speizer, Damien McColough & Jessica Ren
#aud
A$ LOSES SOME YIELD SUPPORT AS RBA REBUFFS MARKET
June 27 2022 • 5 mins
The Aussie and Kiwi are softest in the G10 over the past week. Fragile risk
sentiment and a startling slide in commodity prices are taking a toll. A
relatively quiet global calendar suggests that equity sentiment could be pivotal
in determining whether AUD/USD can remain clear of May’s lows around 0.6830.
By Sean Callow
Finance AM podcast #financeam
FINANCE AM PODCAST
June 27 2022 • 7 mins
Risk sentiment improved further on Friday amid receding recession fears, the
S&P500 closing up 3.1%. The defensive US dollar fell, while bond yields rose
slightly. US inflation expectations were revised slightly lower.
By Tim Riddell
Finance AM #financeam
FINANCE AM
June 27 2022 • 7 mins
Risk sentiment improved further on Friday amid receding recession fears, the
S&P500 closing up 3.1%. The defensive US dollar fell, while bond yields rose
slightly. US inflation expectations were revised slightly lower.
By Tim Riddell
#bonds
AROUND THE GROUNDS
June 26 2022 • 6 mins
Today's note includes comments on Suncorp and Qantas.
By Brendon Cooper, Duncan Chellew & Martin Jacques
#nzconsumerconfidence
NZ WEEKLY COMMENTARY 27 JUNE 2022
June 26 2022 • 10 mins
Weekly commentary on the New Zealand economy. Previews major Australian, NZ and
US data.
By Satish Ranchhod
Corporate Morning Report #aud
CORPORATE MORNING REPORT
June 26 2022 • 5 mins
Risk sentiment improved further on Friday amid receding recession fears, the
S&P500 closing up 3.1%. The defensive US dollar fell, AUD/USD up modestly to
0.6940. Bond yields rose slightly. US inflation expectations were revised
slightly lower. Today’s light calendar includes US May durable goods orders.
By Jessica Ren, Duncan Chellew, Robert Rennie & 3 more Sean Callow, Tim Riddell
& Westpac Australia Economics
Corporate Banking Morning Report #aud
CORPORATE BANKING MORNING REPORT
June 26 2022 • 5 mins
Risk sentiment improved further on Friday amid receding recession fears, the
S&P500 closing up 3.1%. The defensive US dollar fell, AUD/USD up modestly to
0.6940. Bond yields rose slightly. US inflation expectations were revised
slightly lower. Today’s light calendar includes US May durable goods orders.
By Jessica Ren, Duncan Chellew, Robert Rennie & 3 more Sean Callow, Tim Riddell
& Westpac Australia Economics
FX Daily #fxdaily
FX DAILY
June 26 2022 • 5 mins
Risk sentiment improved further on Friday amid receding recession fears, the
S&P500 closing up 3.1%. The defensive US dollar fell, AUD/USD up modestly to
0.6940. Bond yields rose slightly. US inflation expectations were revised
slightly lower. Today’s light calendar includes US May durable goods orders.
By Jessica Ren, Duncan Chellew, Robert Rennie & 3 more Sean Callow, Tim Riddell
& Westpac Australia Economics
#fomc
FINANCE AM
June 24 2022 • 6 min
Recent global bond squeeze on the back of recession risks accelerated during
European trading, before Powell underscored the Fed's resolve to fight
inflation.
By Tim Riddell
Strategy Views on a Page #currencies
STRATEGY VIEWS ON A PAGE
June 24 2022 • 5 mins
A quick summary of Westpac Strategy Group market views on a single page
By Richard Franulovich, Robert Rennie, Imre Speizer & 1 more & Damien McColough
#bonds
CORPORATE MORNING REPORT
June 24 2022 • 5 mins
Bond yields fell sharply again. US equities posted late rebounds to close
higher. Havens JPY, CHF and USD were strongest on the day, AUD/USD trimming
losses to 0.6900. June PMIs were mostly weaker than expected. Today’s calendar
includes comments from RBA Governor Lowe, Germany June IFO business sentiment
and final US June consumer sentiment.
By Robert Rennie, Duncan Chellew, Sean Callow & 3 more Tim Riddell, Jessica Ren
& Westpac Australia Economics
#bonds
CORPORATE BANKING MORNING REPORT
June 24 2022 • 5 mins
Bond yields fell sharply again. US equities posted late rebounds to close
higher. Havens JPY, CHF and USD were strongest on the day, AUD/USD trimming
losses to 0.6900. June PMIs were mostly weaker than expected. Today’s calendar
includes comments from RBA Governor Lowe, Germany June IFO business sentiment
and final US June consumer sentiment.
By Robert Rennie, Duncan Chellew, Sean Callow & 3 more Tim Riddell, Jessica Ren
& Westpac Australia Economics
#fxdaily
FX DAILY
June 24 2022 • 7 mins
Bond yields fell sharply again. US equities posted late rebounds to close
higher. Havens JPY, CHF and USD were strongest on the day, AUD/USD trimming
losses to 0.6900. June PMIs were mostly weaker than expected. Today’s calendar
includes comments from RBA Governor Lowe, Germany June IFO business sentiment
and final US June consumer sentiment.
By Robert Rennie, Duncan Chellew, Sean Callow & 3 more Tim Riddell, Jessica Ren
& Westpac Australia Economics
#bonds
AROUND THE GROUNDS
June 23 2022 • 8 mins
Today's note includes comments on Mortgage Rates, US Bank Stress Tests, Vicinity
Centres, Angle Finance, and SPIN Data.
By Brendon Cooper, Duncan Chellew & Martin Jacques
#fx
STRATEGY VIEWS ON A PAGE
June 23 2022 • 5 mins
A quick summary of Westpac Strategy Group market views on a single page.
By Damien McColough, Imre Speizer, Richard Franulovich & 1 more & Robert Rennie
#bonds
CORPORATE MORNING REPORT
June 23 2022 • 8 mins
Bond yields fell before and after Fed chair Powell’s testimony, which was less
hawkish than expected. That appeared to help US equities recover from early
losses to finish about flat.
By Jessica Ren, Duncan Chellew, Imre Speizer & 4 more Robert Rennie, Sean
Callow, Tim Riddell & Westpac Australia Economics
#bonds
CORPORATE BANKING MORNING REPORT
June 23 2022 • 8 mins
Bond yields fell before and after Fed chair Powell’s testimony, which was less
hawkish than expected. That appeared to help US equities recover from early
losses to finish about flat.
By Jessica Ren, Duncan Chellew, Imre Speizer & 4 more Robert Rennie, Sean
Callow, Tim Riddell & Westpac Australia Economics
#acgb
ACGB 10/20/30Y RV
June 23 2022 • 2 mins
Summary of Rates themes in AU & NZ.
By Jessica Ren
#bonds
FX DAILY
June 23 2022 • 7 mins
Bond yields fell before and after Fed chair Powell’s testimony, which was less
hawkish than expected. That appeared to help US equities recover from early
losses to finish about flat. The US dollar lost momentum, AUD/USD trimming
losses to 0.6925.
By Jessica Ren, Duncan Chellew, Imre Speizer & 4 more Robert Rennie, Sean
Callow, Tim Riddell & Westpac Australia Economics
#bonds
AROUND THE GROUNDS
June 22 2022 • 8 mins
Today's note includes comments on Fonterra, NAB, and Now Finance.
By Brendon Cooper, Duncan Chellew & Martin Jacques
#financeam
FINANCE AM PODCAST
June 22 2022 • 4 mins
Bond yields fell before and after Fed chair Powell’s testimony, which was less
hawkish than expected. That appeared to help equities, the S&P500 up 0.4%. The
US dollar fell.
By Imre Speizer
#financeam
FINANCE AM PODCAST
June 22 2022 • 4 mins
Bond yields fell before and after Fed chair Powell’s testimony, which was less
hawkish than expected. That appeared to help equities, the S&P500 up 0.4%. The
US dollar fell.
By Imre Speizer
#commodities
FOREX FOCUS: COMMODITIES TELL THE STORY FOR A$
June 22 2022 • 10 mins
Weekly flagship document covering our views on FX markets, directional biases
and trading recommendations.
By Richard Franulovich, Sean Callow, Tim Riddell & 1 more & Imre Speizer
#securitisation
WESTPAC ‘ABSOLUTE COVERAGE’ - SECURITISATION & COVERED BOND WEEKLY UPDATE 22ND
JUNE 2022
June 22 2022 • 20mins
An update on the Australian Securitisation and Covered Bond Markets. This
edition includes details on new issuance from NAB, MoneyMe, RedZed, NOW Finance,
Pepper & Angle Finance; RBA commentary on BBSW fallbacks and household liquidity
buffers; and a comprehensive look by S&P at the impact of monetary policy on
RMBS.
By Martin Jacques
Strategy Views on a Page #currencies
STRATEGY VIEWS ON A PAGE
June 22 2022 • 5 mins
A quick summary of Westpac Strategy Group market views on a single page
By Richard Franulovich, Robert Rennie, Imre Speizer & 1 more & Damien McColough
#bonds
AROUND THE GROUNDS
June 21 2022 • 8 mins
Today's note includes the Credit Fan and comments on Sydney Airport, Angle
Finance, and NOW Finance.
By Brendon Cooper, Duncan Chellew & Martin Jacques
Wednesday Credit Chart #creditfan
WEDNESDAY CREDIT CHART
June 21 2022 • 3 mins
We have analysed average sector movements (on both an ASW and Z-Spread basis)
across Airports, Airlines, Utilities, and REIT’s.
By Duncan Chellew
#G10
THEMES: THE US’ TERMS OF TRADE ADVANTAGE
June 21 2022 • 8 mins
Regular update on our proprietary models, their directional signals and analysis
on how they are shaping our market views.
By Richard Franulovich
#credit
AROUND THE GROUNDS
June 20 2022 • 8 mins
Today's note includes comments on Vicinity Centres, SCA Property, APA, and NAB.
By Brendon Cooper, Duncan Chellew & Martin Jacques
#bonds
WESTPAC ‘ABSOLUTE COVERAGE’ - SECURITISATION & COVERED BOND WEEKLY UPDATE 15TH
JUNE 2022
June 14 2022 • 10 mins
An update on the Australian Securitisation and Covered Bond Markets. This
edition includes pricing details on RMBS from Suncorp, Brighten Home Loans and
Pepper Money with their inaugural social bond; new mandates for non- conforming
RMBS from Pepper & RedZed and a major bank transaction from NAB. In ABS, Plenti
priced their second auto ABS, Wisr placed a personal loan ABS and first time
issuer Angle Finance have mandated for an auto ABS.
By Martin Jacques
Wednesday Credit Chart #credit
WEDNESDAY CREDIT CHART
June 7 2022 • 3 mins
This morning we have had a look at AUD major bank curves for both AUD v USD,
where short end pricing varies significantly, and FRN v fixed in the AUD space
given recent fixed outperformance.
By Brendon Cooper
#financeam
FINANCE AM PODCAST
June 2 2022 • 4 mins
US equities rose, the S&P500 up 1.8%, and the defensive US dollar fell. Subdued
labour data may have been read as Fed-friendly. Bond yields were contained.
By Imre Speizer
#financeam
FINANCE AM
June 2 2022 • 9 mins
US equities rose, the S&P500 up 1.8%, and the defensive US dollar fell. Subdued
labour data may have been read as Fed-friendly. Bond yields were contained.
By Imre Speizer
#fx
FX DAILY
June 2 2022 • 6 mins
US equities rose for the first time this week. The US dollar showed a surprising
degree of weakness. AUD/USD rallied to 6-week highs around 0.7265 with help from
a 5% bounce in iron ore prices and firmer oil prices after the OPEC+ meeting.
By Jessica Ren, Imre Speizer, Sean Callow & 1 more & Westpac Australia Economics
#us
CORPORATE BANKING MORNING REPORT
June 2 2022 • 6 mins
US equities rose for the first time this week. The US dollar showed a surprising
degree of weakness. AUD/USD rallied to 6-week highs around 0.7265 with help from
a 5% bounce in iron ore prices and firmer oil prices after the OPEC+ meeting.
By Jessica Ren, Imre Speizer, Sean Callow & 1 more & Westpac Australia Economics
#credit
AUSTRALIAN CREDIT - JUNE 2022 MARKET UPDATE
June 2 2022 • 6 mins
An overview of key news and trading themes for Australian credit markets.
By Brendon Cooper, Duncan Chellew & Martin Jacques
#credit
AROUND THE GROUNDS
June 2 2022 • 4 mins
Today's note includes comments on Wesfarmers and Plenti.
By Brendon Cooper, Duncan Chellew & Martin Jacques
#us
CORPORATE MORNING REPORT
June 2 2022 • 6 mins
US equities rose for the first time this week. The US dollar showed a surprising
degree of weakness. AUD/USD rallied to 6-week highs around 0.7265 with help from
a 5% bounce in iron ore prices and firmer oil prices after the OPEC+ meeting.
By Jessica Ren, Imre Speizer, Sean Callow & 1 more & Westpac Australia Economics
#fx
STRATEGY VIEWS ON A PAGE
June 2 2022 • 3 mins
A quick summary of Westpac Strategy Group market views on a single page.
By Damien McColough, Imre Speizer, Richard Franulovich & 1 more & Sean Callow
#fx
FX DAILY
June 1 2022 • 6 mins
Bond yields jumped following a strong US manufacturing ISM survey. The US dollar
bounced against JPY and European currencies, but AUD/USD was net unchanged at
0.7175. Equities were soft.
By Jessica Ren, Imre Speizer, Sean Callow & 1 more & Westpac Australia Economics
#financeam
FINANCE AM PODCAST
June 1 2022 • 4 mins
Bond yields jumped following strong US economic data. The US dollar benefitted
from higher yields, while equities fell, the S&P500 down 0.8%. Bank of Canada
hiked by 50bp as was widely expected.
By Imre Speizer
#us
CORPORATE MORNING REPORT
June 1 2022 • 6 mins
Bond yields jumped following a strong US manufacturing ISM survey. The US dollar
bounced against JPY and European currencies, but AUD/USD was net unchanged at
0.7175. Equities were soft.
By Jessica Ren, Imre Speizer, Sean Callow & 2 more Tim Riddell & Westpac
Australia Economics
#financeam
FINANCE AM
June 1 2022 • 9 mins
Bond yields jumped following strong US economic data. The US dollar benefitted
from higher yields, while equities fell, the S&P500 down 0.8%. Bank of Canada
hiked by 50bp as was widely expected.
By Imre Speizer
#us
CORPORATE BANKING MORNING REPORT
June 1 2022 • 6 mins
Bond yields jumped following a strong US manufacturing ISM survey. The US dollar
bounced against JPY and European currencies, but AUD/USD was net unchanged at
0.7175. Equities were soft.
By Jessica Ren, Imre Speizer, Sean Callow & 2 more Tim Riddell & Westpac
Australia Economics
#rates
WHAT'S PRICED IN
June 1 2022 • 2 minutes
Monetary Policy Watch.
By Damien McColough & Jessica Ren
#macro
STRATEGY VIEWS ON A PAGE
May 31 2022 • 3 mins
A quick summary of Westpac Strategy Group market views on a single page.
By Richard Franulovich, Damien McColough, Jessica Ren & 1 more & Imre Speizer
#
Invalid Date NaN NaN •
Show more articles Search for more articles
THOUGHT LEADERSHIP
Inside Asia-Pacific’s sustainable finance surge #sustainablefinance
INSIDE ASIA-PACIFIC’S SUSTAINABLE FINANCE SURGE
July 4 2022 • 5 mins
Two Australian corporate leaders explain what’s changing for companies and
investors as uptake of sustainable finance opportunities rapidly surges across
the Asia-Pacific.
By Economist Impact & Westpac Institutional Bank
ESG Impact: What you need to know – June 2022 #esg
ESG IMPACT: WHAT YOU NEED TO KNOW – JUNE 2022
June 28 2022 • 5 mins
In our June wrap of the latest ESG developments, Westpac Institutional Bank’s
team of ESG experts explain what’s happening domestically and locally, why it
matters, and what it means for you.
By Michael Chen
Data insights: a new currency for strategic growth #data
DATA INSIGHTS: A NEW CURRENCY FOR STRATEGIC GROWTH
June 9 2022 • 7 mins
Westpac DataX gives business and government access to powerful data insights to
inform decision-making and achieve growth through sophisticated data analytics.
By Westpac Institutional Bank
Navigating the digital highway #data
NAVIGATING THE DIGITAL HIGHWAY
June 8 2022 • 7 mins
Digital connectivity and data have transformed the way organisations operate.
Keeping pace with accelerating digital evolution is essential for long-term
success.
By Westpac Institutional Bank
Hydrogen: Steps towards Australia’s powerhouse plan #hydrogen
HYDROGEN: STEPS TOWARDS AUSTRALIA’S POWERHOUSE PLAN
June 7 2022 • 7 mins
CSIRO Hydrogen Industry Mission Leader Patrick Hartley outlines some of the key
moves required for Australia to realise its plans to become a major hydrogen
exporter in this Q+A for Westpac IQ.
By Westpac Institutional Bank
Valuing Nature - Seeing the Ecological Assets through the Trees #agriculture
VALUING NATURE - SEEING THE ECOLOGICAL ASSETS THROUGH THE TREES
May 29 2022 • 15 mins
Is it possible to attach a monetary value to something as seemingly priceless as
Nature? For Tasmanian forestry management and timber plantation company Forico,
the answer is yes.
By Westpac Institutional Bank
ESG Impact: What you need to know - May 2022 #esg
ESG IMPACT: WHAT YOU NEED TO KNOW - MAY 2022
May 23 2022 • 10 mins
In our May wrap of the latest ESG developments, Westpac Institutional Bank’s
team of ESG experts explain what’s happening domestically and locally, why it
matters, and what it means for you.
By Michael Chen
Realising Australia’s rare earths’ potential #esg
REALISING AUSTRALIA’S RARE EARTHS’ POTENTIAL
May 5 2022 • 10 mins
Massive growth potential is anticipated for rare earths, the crucial raw
materials for wind turbines and electric vehicle motors, which will play a
central role in global decarbonisation efforts.
By Westpac Institutional Bank
Budget 2022: Analysis sector by sector #federalbudget
BUDGET 2022: ANALYSIS SECTOR BY SECTOR
April 11 2022 • 20 mins
One-off payments to ease Australians’ cost-of-living pressures were this year’s
Budget scene-stealers, but who will be the longer-term beneficiaries? Westpac
Institutional Bank analysts reveal its impact by sector.
By Westpac Institutional Bank
Green lights for lithium producers #energy
GREEN LIGHTS FOR LITHIUM PRODUCERS
April 6 2022 • 10 mins
Massive growth in the electric vehicle market has spurred global interest in
Australia as a source of sustainably produced lithium. Two industry leaders
share their insights with Westpac IQ on how the sector is powering ahead.
By Westpac Institutional Bank
Payments Innovation: Trends to watch in 2022 #payments
PAYMENTS INNOVATION: TRENDS TO WATCH IN 2022
March 23 2022 • 15 mins
Reform of Australia’s A$650 billion-a-day payments industry is long overdue, but
will the changes come at the cost of creativity across this rapidly changing
landscape?
By Susan Muldowney
Next Phase for Corporate Debt #sustainablefinance
NEXT PHASE FOR CORPORATE DEBT
March 16 2022 • 5 mins
Financial markets are at the heart of era-defining changes happening in today’s
world. How adequately the Australian market rises to the challenge will help
define its own future and that of the whole economy.
By Westpac Institutional Bank
Sustainable finance hits fast forward #sustainablefinance
SUSTAINABLE FINANCE HITS FAST FORWARD
March 10 2022 • 1 mins
A new survey by Economist Impact for Westpac Institutional Bank shows how
sustainable finance is forging ahead as a core strategy for issuers and
investors across the Asia Pacific, and what’s holding it back.
By Westpac Institutional Bank
How corporate treasurers are taking the lead on ESG #esg
HOW CORPORATE TREASURERS ARE TAKING THE LEAD ON ESG
February 23 2022 • 7 mins
Corporate treasurers are increasingly engaging with the ESG goals of their
organisations and turning to green finance products to help achieve their
treasury objectives.
By Westpac Institutional Bank
The rapid rise of sustainable finance #sustainablefinance
THE RAPID RISE OF SUSTAINABLE FINANCE
December 12 2021 • 7 mins
2021 has been a massive year for sustainability broadly, and the ever-sharpening
global focus can be clearly gauged by the rapid evolution and upward trajectory
of sustainable finance.
By Michael Chen
Holding businesses accountable for sustainability #sustainablefinance
HOLDING BUSINESSES ACCOUNTABLE FOR SUSTAINABILITY
December 6 2021 • 15 mins
Sustainability is indisputably now a top agenda item for all businesses and,
while it presents many challenges for organisations, the welcome news is that
greater clarity is looming around one of the persistent uncertainties: how to
report?
By Michael Chen
SIBOS 2021: Key trends and themes #payments
SIBOS 2021: KEY TRENDS AND THEMES
November 29 2021 • 7 mins
From innovative payments methods to new standards for interoperability, global
financial leaders explored how banks are disrupting themselves and fast evolving
at Sibos 2021. Here Westpac IQ talks to the key trends and themes to come out of
the conference.
By Westpac Institutional Bank
Reforming Australia’s energy future #renewables
REFORMING AUSTRALIA’S ENERGY FUTURE
November 28 2021 • 10 mins
Renewables sector concerns around a “fit-for-purpose” grid are expected to be
tempered by the latest recommendations of the Energy Security Board, its
Chairman Kerry Schott tells the AFR as part of Westpac Institutional Bank’s
Reforming the Grid discussion.
Cyber safety: New insights for countering threats #cybersecurity
CYBER SAFETY: NEW INSIGHTS FOR COUNTERING THREATS
October 14 2021 • 5 mins
To maximise their cyber safety, businesses must learn to “drive defensively” in
the face of ever mounting and evolving risks. Westpac experts highlighted
critical actions to counter the most prevalent threats in a recent virtual
forum.
By Cameron Cooper
Addressing social issues with sustainable finance #sustainablefinance
ADDRESSING SOCIAL ISSUES WITH SUSTAINABLE FINANCE
October 7 2021 • 10 mins
A surge in socially driven sustainable finance brought on by COVID-19 looks set
to endure. In this third report by Bloomberg Media Studios for Westpac IQ, we
examine some of the key developments underway globally likely to accelerate
further uptake.
By Michael Chen
Building muscle memory to tackle cyber risk #cybersecurity
BUILDING MUSCLE MEMORY TO TACKLE CYBER RISK
October 6 2021 • 7 mins
Mature organisations must recognise today’s complex kaleidoscope of cybercrime
is a business risk that will inevitably be realised – and plan accordingly,
leading Australian cyber expert Alastair MacGibbon told a recent Westpac
webcast.
By Susan Muldowney
Cybercrime’s rising scale of deceit #cybersecurity
CYBERCRIME’S RISING SCALE OF DECEIT
October 5 2021 • 3 mins
Deception on the internet continues to grow by the day. One of the most
intriguing forms of cyber deceit is the rapidly evolving field of fake people -
better known as deepfakes.
By Westpac Institutional Bank
Wesfarmers' trailblazing Sustainability-Linked Bond #sustainabilitylinkedloans
WESFARMERS' TRAILBLAZING SUSTAINABILITY-LINKED BOND
September 15 2021 • 7 mins
In a trailblazing issuance for the local market, Wesfarmers launched the first
Australian dollar denominated sustainability-linked bond (SLB) in June this
year, raising AUD 1 billion in a transaction that was enthusiastically
over-subscribed by approximately 2.5 times.
By Westpac Institutional Bank
Closing the loop: Rethinking digital supply chains #data
CLOSING THE LOOP: RETHINKING DIGITAL SUPPLY CHAINS
September 7 2021 • 7 mins
The transformative potential of data generated through digital supply chains is
now capturing the attention of senior executive teams and boards as companies
position themselves for greater resilience and growth in a post-pandemic world.
By Georgia McCafferty
Western Sydney: From growth dynamic to new dynamic #westernsydney
WESTERN SYDNEY: FROM GROWTH DYNAMIC TO NEW DYNAMIC
September 2 2021 • 7 mins
The pandemic coincided with the end of a prolonged growth surge in Western
Sydney, according to a new report that analyses the region’s past prosperity and
explores what needs to change to boost its economic prospects in the
post-pandemic future.
By Lachlan Colqhoun
Rebooting manufacturing will buoy the economy #manufacturing
REBOOTING MANUFACTURING WILL BUOY THE ECONOMY
August 29 2021 • 5 mins
The outlook for Australian manufacturing is looking bright – from consumers
turning their attention to locally-made goods and the onshoring of supply
chains, to the economic boost for specific sectors from the Australian
Government’s AUD1.5 billion Modern Manufacturing Strategy. However, in a recent
Rebooting Manufacturing roundtable leading manufacturers identified key
challenges to be addressed before the sector can be fully revitalised.
2021 trends to watch: BNPL on the money #payments
2021 TRENDS TO WATCH: BNPL ON THE MONEY
July 28 2021 • 10 mins
In a fast-changing payments landscape, buy-now-pay-later services are an
increasingly powerful tool for businesses seeking to drive up revenue and
deliver a superior payments customer experience. Here’s why.
By Cameron Cooper
Data and AI: The next revolution #data
DATA AND AI: THE NEXT REVOLUTION
July 26 2021 • 5 mins
From honing competitive edge to solving complex social problems, adoption of
data analytics and artificial intelligence is transforming the way businesses
operate and informing government policymaking.
By Westpac Institutional Bank
Sustainable finance for a world in transition #sustainablefinance
SUSTAINABLE FINANCE FOR A WORLD IN TRANSITION
July 7 2021 • 7 mins
In its second report on the fast-evolving field of sustainable finance for
Westpac IQ, Bloomberg interviews leading international experts on the latest in
transition finance and how the market is maturing.
By Michael Chen
How to develop a winning hybrid cloud strategy #cybersecurity
HOW TO DEVELOP A WINNING HYBRID CLOUD STRATEGY
July 5 2021 • 7 mins
Migration of workloads to the cloud was one of the digital trends rapidly
escalated by pandemic lockdowns. We explain what makes a hybrid cloud strategy
fly.
By Westpac Institutional Bank
Cybercrime: Countering the latest threats #cybersecurity
CYBERCRIME: COUNTERING THE LATEST THREATS
June 1 2021 • 7 mins
Cyber attacks on public sector organisations are on the rise, both in volume and
levels of sophistication. Westpac experts deliver insights on the latest rouses
of cyber criminals and how to counter them.
By Cameron Cooper
Western Sydney Aerotropolis: Next steps for lift-off #infrastructure
WESTERN SYDNEY AEROTROPOLIS: NEXT STEPS FOR LIFT-OFF
May 27 2021 • 7 mins
Extensive rezoning of land has cleared the way for the fast-tracking of the
Aerotropolis development in Western Sydney. Guests at a Westpac-sponsored event
were given an update on progress.
By Christopher Niesche & Westpac Institutional Bank
Federal Budget 2021: Analysis by sector #federalbudget
FEDERAL BUDGET 2021: ANALYSIS BY SECTOR
May 25 2021 • 7 mins
Widespread job creation is the attention-grabber in this year’s Federal Budget,
Westpac Institutional Bank analysts explain its likely impacts, sector by
sector.
By Christopher Niesche & Westpac Institutional Bank
Thinking like a hacker keeps organisations safe #cybersecurity
THINKING LIKE A HACKER KEEPS ORGANISATIONS SAFE
May 21 2021 • 7 mins
The mass shift to digital, accelerated by the pandemic, has exposed networks and
data to new cyber security risks. Ethical hacking is a vital resource in the
first line of defence.
By Westpac Institutional Bank
Big opportunities in the RCEP trade deal #trade
BIG OPPORTUNITIES IN THE RCEP TRADE DEAL
May 11 2021 • 7 mins
Australian businesses can look forward to massive potential opportunities
predicted to come from the Regional Comprehensive Economic Partnership
agreement.
By Lachlan Colqhoun & Westpac Institutional Bank
A clear-cut path for defining sustainable investments #sustainablefinance
A CLEAR-CUT PATH FOR DEFINING SUSTAINABLE INVESTMENTS
May 7 2021 • 7 mins
Westpac IQ has partnered with Bloomberg Media Studios to examine the EU taxonomy
and its likely impact on Australian businesses.
By Michael Chen
Digital game-changers in financial markets #digitisation
DIGITAL GAME-CHANGERS IN FINANCIAL MARKETS
March 30 2021 • 7 mins
Digitisation is driving competitive edge in financial markets globally. Giulio
Katis, Head of Financial Markets eCommerce at Westpac Institutional Bank,
explains what’s on the way.
By Westpac Institutional Bank
KangaNews - The big renewal #renewables
KANGANEWS - THE BIG RENEWAL
March 29 2021 • 7 mins
Westpac Institutional Bank is taking a lead position in Australia’s
renewable-energy space – a key sector for investment growth.
By Westpac Institutional Bank
IWD 2021: The female changemakers in financial leadership #diversity
IWD 2021: THE FEMALE CHANGEMAKERS IN FINANCIAL LEADERSHIP
March 9 2021 • 7 mins
In the final video in our series we discover how our four women executives chose
to challenge to make it into top roles in finance. What were their game-changing
experiences?
By Westpac Institutional Bank
IWD 2021: Four women in finance on their greatest career challenge #diversity
IWD 2021: FOUR WOMEN IN FINANCE ON THEIR GREATEST CAREER CHALLENGE
March 8 2021 • 7 mins
Four months into her role as Group Chief Financial Officer at Qantas, Vanessa
Hudson faced her greatest career challenge when she realised Australia’s
national airline would lose all its forward revenue.
By Westpac Institutional Bank
IWD 2021: How does diversity bring on change? #diversity
IWD 2021: HOW DOES DIVERSITY BRING ON CHANGE?
March 7 2021 • 7 mins
Four trailblazing women who ‘chose to challenge’ to make it into senior
executive roles in finance share their compelling insights with Westpac IQ for
International Women’s Day 2021.
By Westpac Institutional Bank
The emerging threat of deepfake technology #cybersecurity
THE EMERGING THREAT OF DEEPFAKE TECHNOLOGY
February 16 2021 • 7 mins
Deepfake technology has mainly targeted individuals – particularly women – but
there is now a growing expectation that the increased availability of
technologies will, inevitably, be used by organised crime against businesses.
By Westpac Institutional Bank
2021 trends: What’s next for payments? #payments
2021 TRENDS: WHAT’S NEXT FOR PAYMENTS?
February 10 2021 • 7 mins
The ever-dynamic payments space gained further momentum in 2020. Nish
Dharmaratne, Global Head of Product, provides an insider view on some of the key
payments trends to watch in 2021.
By Christopher Niesche & Westpac Institutional Bank
New directions for Australia's green bond market #esg
NEW DIRECTIONS FOR AUSTRALIA'S GREEN BOND MARKET
February 4 2021 • 7 mins
Increasing emphasis on ESG in the wake of the pandemic looks set to power growth
for green bonds and provide lift-off for further sustainability-focused bonds.
By Susan Muldowney & Westpac Institutional Bank
A burning issue: Turning waste into energy #infrastructure
A BURNING ISSUE: TURNING WASTE INTO ENERGY
December 10 2020 • 7 mins
As Australia plays catch-up on turning waste into energy, this Westpac IQ cheat
sheet explains how it works.
By Cameron Cooper & Westpac Institutional Bank
Show more articles Search for more articles
Show more articles Search for more articles
20
{"topicSelector":[{"name":"aud","url":"/topic.aud"},{"name":"newzealand","url":"/topic.newzealand"},{"name":"australia","url":"/topic.australia"},{"name":"usd","url":"/topic.usd"},{"name":"interestrates","url":"/topic.interestrates"},{"name":"rba","url":"/topic.rba"},{"name":"commodities","url":"/topic.commodities"},{"name":"inflation","url":"/topic.inflation"},{"name":"bonds","url":"/topic.bonds"},{"name":"currencies","url":"/topic.currencies"},{"name":"us","url":"/topic.us"},{"name":"credit","url":"/topic.credit"},{"name":"forecasts","url":"/topic.forecasts"},{"name":"nzd","url":"/topic.nzd"},{"name":"fx","url":"/topic.fx"},{"name":"rates","url":"/topic.rates"},{"name":"consumersentiment","url":"/topic.consumersentiment"},{"name":"macro","url":"/topic.macro"},{"name":"eur","url":"/topic.eur"},{"name":"jpy","url":"/topic.jpy"},{"name":"fomc","url":"/topic.fomc"},{"name":"abs","url":"/topic.abs"},{"name":"china","url":"/topic.china"},{"name":"europe","url":"/topic.europe"},{"name":"financeam","url":"/topic.financeam"},{"name":"employment","url":"/topic.employment"},{"name":"sustainablefinance","url":"/topic.sustainablefinance"},{"name":"esg","url":"/topic.esg"},{"name":"rbnz","url":"/topic.rbnz"},{"name":"gdp","url":"/topic.gdp"},{"name":"nz","url":"/topic.nz"},{"name":"renewables","url":"/topic.renewables"},{"name":"cybersecurity","url":"/topic.cybersecurity"},{"name":"ois","url":"/topic.ois"},{"name":"securitisation","url":"/topic.securitisation"},{"name":"manufacturing","url":"/topic.manufacturing"},{"name":"retail","url":"/topic.retail"},{"name":"dairy","url":"/topic.dairy"},{"name":"marketoutlook","url":"/topic.marketoutlook"},{"name":"uk","url":"/topic.uk"},{"name":"ustreasury","url":"/topic.ustreasury"},{"name":"nzagriupdate","url":"/topic.nzagriupdate"},{"name":"consumer","url":"/topic.consumer"},{"name":"digitisation","url":"/topic.digitisation"},{"name":"acgb","url":"/topic.acgb"},{"name":"whatspricedin","url":"/topic.whatspricedin"},{"name":"ironore","url":"/topic.ironore"},{"name":"G10","url":"/topic.G10"},{"name":"fxdaily","url":"/topic.fxdaily"},{"name":"cmbs","url":"/topic.cmbs"},{"name":"billevans","url":"/topic.billevans"},{"name":"housing","url":"/topic.housing"},{"name":"payments","url":"/topic.payments"},{"name":"cliffnotes","url":"/topic.cliffnotes"},{"name":"data","url":"/topic.data"},{"name":"yieldcurve","url":"/topic.yieldcurve"},{"name":"podcast","url":"/topic.podcast"},{"name":"construction","url":"/topic.construction"},{"name":"houseprices","url":"/topic.houseprices"},{"name":"trade","url":"/topic.trade"},{"name":"gbp","url":"/topic.gbp"},{"name":"rmbs","url":"/topic.rmbs"},{"name":"crosscurrencyxccy","url":"/topic.crosscurrencyxccy"},{"name":"diversity","url":"/topic.diversity"},{"name":"financialservices","url":"/topic.financialservices"},{"name":"ecb","url":"/topic.ecb"},{"name":"inflationlinked","url":"/topic.inflationlinked"},{"name":"fiscalpolicy","url":"/topic.fiscalpolicy"},{"name":"oil","url":"/topic.oil"},{"name":"confidence","url":"/topic.confidence"},{"name":"wages","url":"/topic.wages"},{"name":"fairvalue","url":"/topic.fairvalue"},{"name":"infrastructure","url":"/topic.infrastructure"},{"name":"japan","url":"/topic.japan"},{"name":"model","url":"/topic.model"},{"name":"energy","url":"/topic.energy"},{"name":"nzhometruths","url":"/topic.nzhometruths"},{"name":"nzconsumerconfidence","url":"/topic.nzconsumerconfidence"},{"name":"federalbudget","url":"/topic.federalbudget"},{"name":"labour","url":"/topic.labour"},{"name":"relativevalue","url":"/topic.relativevalue"},{"name":"dwellingapprovals","url":"/topic.dwellingapprovals"},{"name":"businessconditions","url":"/topic.businessconditions"},{"name":"covid","url":"/topic.covid"},{"name":"sustainabilitylinkedloans","url":"/topic.sustainabilitylinkedloans"},{"name":"canada","url":"/topic.canada"},{"name":"semigovernment","url":"/topic.semigovernment"},{"name":"westernsydney","url":"/topic.westernsydney"},{"name":"nzregions","url":"/topic.nzregions"},{"name":"cad","url":"/topic.cad"},{"name":"agriculture","url":"/topic.agriculture"},{"name":"qeo","url":"/topic.qeo"},{"name":"asia","url":"/topic.asia"},{"name":"technology","url":"/topic.technology"},{"name":"greenbonds","url":"/topic.greenbonds"},{"name":"sandp","url":"/topic.sandp"},{"name":"hydrogen","url":"/topic.hydrogen"},{"name":"vic","url":"/topic.vic"},{"name":"property","url":"/topic.property"},{"name":"lng","url":"/topic.lng"},{"name":"cardtracker","url":"/topic.cardtracker"},{"name":"steel","url":"/topic.steel"},{"name":"defence","url":"/topic.defence"},{"name":"socialfinance","url":"/topic.socialfinance"},{"name":"tourism","url":"/topic.tourism"},{"name":"creditfan","url":"/topic.creditfan"},{"name":"sa","url":"/topic.sa"},{"name":"leadingindex","url":"/topic.leadingindex"},{"name":"government","url":"/topic.government"},{"name":"health","url":"/topic.health"},{"name":"metals","url":"/topic.metals"},{"name":"aviation","url":"/topic.aviation"},{"name":"liquidity","url":"/topic.liquidity"},{"name":"crossmarket","url":"/topic.crossmarket"},{"name":"tas","url":"/topic.tas"},{"name":"qld","url":"/topic.qld"},{"name":"tax","url":"/topic.tax"},{"name":"mining","url":"/topic.mining"},{"name":"swapspread","url":"/topic.swapspread"},{"name":"apra","url":"/topic.apra"},{"name":"coal","url":"/topic.coal"},{"name":"nzindustryinsights","url":"/topic.nzindustryinsights"},{"name":"boj","url":"/topic.boj"},{"name":"nt","url":"/topic.nt"},{"name":"wa","url":"/topic.wa"},{"name":"traderecommendation","url":"/topic.traderecommendation"},{"name":"resources","url":"/topic.resources"},{"name":"transport","url":"/topic.transport"},{"name":"futures","url":"/topic.futures"}]}
BROWSE TOPICS
* #aud
* #newzealand
* #australia
* #usd
* #interestrates
* #rba
* #commodities
* #inflation
* #bonds
* #currencies
* #us
* #credit
* #forecasts
* #nzd
* #fx
* #rates
* #consumersentiment
* #macro
* #eur
* #jpy
Show more tags
* About us
* Authors
* FAQs
* Security
* Contact us
* Privacy
--------------------------------------------------------------------------------
Westpac logo
LinkedIn Twitter
© 2022 Westpac Institutional Bank is a division of Westpac Banking Corporation
ABN 33 007 457 141 AFSL and Australian credit licence 233714
Terms and conditions
1. Westpac IQ is a service provided by Westpac Banking Corporation here referred
to as “Westpac”.
2. Your access to this service is subject to these terms and conditions,
notices, disclaimers and any other statements contained on this website.
3. You agree that any view or opinions expressed in the articles or podcasts
contained in Westpac IQ are the author's own and may not necessarily reflect the
view or opinions of Westpac.
4. You agree that any commentary contained in Westpac IQ is not intended as
personal advice and should not be relied upon as such by you.
5. Westpac IQ may contain information in relation to certain financial products.
Westpac makes no recommendation to buy, hold or sell these financial products,
nor does it make any representations or warranties regarding the financial
products. You should make your own decision in relation to the financial
products based on your own enquiries, the information contained in the relevant
disclosure documents, and the suitability of the relevant financial products to
your own investment objectives, financial situation and particular needs.
Close modal Sign in
Westpac Corporate and Institutional clients sign in for access to all insights.
Email
Password
Sign in
Forgot your password
SUBSCRIBE
Westpac Corporate and Institutional clients can access all insights.
If you're not a client you can still subscribe to economics and thought
leadership insights.
Subscribe
Close modal Sign in
Westpac Corporate and Institutional clients sign in for access to all insights.
Email
Password
Sign in
Subscribe Forgot your password?
Close modal Set a new password
Your password must have at least 8 characters and include at least one uppercase
letter, one special character and one number.
New password
Confirm new password
Set new password
Your new password has been set.
Back to sign in
Close modal Reset your password
Please enter your login email address and we’ll email you a reset password link.
Email
Reset password Back to sign in
We’ve sent a reset link to test@test.com
Back to sign in
Close modal Reset your password
Please enter your login email address and we’ll email you a reset password link.
We’ve sent a reset link to test@test.com
Back to sign in
Close modal Please check your email
We have sent a reset link to test@test.com
Back to sign in
Close modal Reset your password
The reset password link is expired. Please try again.
Reset password