ANZ

Morgan Stanley analysts say ANZ, CBA and NAB grew mortgages 'broadly in line with system' in the first six months of 2025, while Westpac lagged; CBA reporting results soon

Morgan Stanley analysts say ANZ, CBA and NAB grew mortgages 'broadly in line with system' in the first six months of 2025, while Westpac lagged; CBA reporting results soon

ANZ economists believe firms have 'hoarded' labour in anticipation of economic recovery and may now be forced to 'right size' through layoffs - amplifying the unemployment rate; OCR may be forced below 2.5%

ANZ economists believe firms have 'hoarded' labour in anticipation of economic recovery and may now be forced to 'right size' through layoffs - amplifying the unemployment rate; OCR may be forced below 2.5%

Labour market figures to be released in the coming week may show the unemployment rate rising to 5.3% from 5.1%, reflecting a mid-year 'stall' in the hoped-for economic recovery

Labour market figures to be released in the coming week may show the unemployment rate rising to 5.3% from 5.1%, reflecting a mid-year 'stall' in the hoped-for economic recovery

Latest ANZ Business Outlook Survey shows a renewed slump in expected activity for both the construction and retail sectors: 'It appears residential builders are giving up on a recovery any time soon'

Latest ANZ Business Outlook Survey shows a renewed slump in expected activity for both the construction and retail sectors: 'It appears residential builders are giving up on a recovery any time soon'

Council rates will continue to increase over the next few years - but not as rapidly, ANZ economists say

Council rates will continue to increase over the next few years - but not as rapidly, ANZ economists say

ANZ economists expect three further rate cuts to take the OCR to 2.5% in February, although the effect on house prices will be "less potent" than in previous interest rate declines

ANZ economists expect three further rate cuts to take the OCR to 2.5% in February, although the effect on house prices will be "less potent" than in previous interest rate declines

Rates and rate curves ease lower and flatten for savers using term deposits. There seems little reason for banks to compete hard for this type of funding

Rates and rate curves ease lower and flatten for savers using term deposits. There seems little reason for banks to compete hard for this type of funding

Macquarie analysts say economic modelling implies that the particularly strong bank share market performance in 2024 was not supported by macro fundamentals, with a record deviation between the modelled and actual performance

Macquarie analysts say economic modelling implies that the particularly strong bank share market performance in 2024 was not supported by macro fundamentals, with a record deviation between the modelled and actual performance

With the latest annual inflation rate softer than they expected, economists see the way cleared for another Official Cash Rate cut by the Reserve Bank in August

With the latest annual inflation rate softer than they expected, economists see the way cleared for another Official Cash Rate cut by the Reserve Bank in August

The June quarter Consumers Price Index inflation figures coming out on Monday shouldn't deter the Reserve Bank from making another OCR cut in August - unless there's a nasty surprise

The June quarter Consumers Price Index inflation figures coming out on Monday shouldn't deter the Reserve Bank from making another OCR cut in August - unless there's a nasty surprise

Investment researcher Morningstar says the Aussie banks are overpriced - but ANZ represents the best value despite risks hanging over it

Investment researcher Morningstar says the Aussie banks are overpriced - but ANZ represents the best value despite risks hanging over it

The country's largest bank says overall spending is probably flat in the past year after inflation, but it is starting to recover, slowly

The country's largest bank says overall spending is probably flat in the past year after inflation, but it is starting to recover, slowly

New Zealand firms still hopeful about an improvement in the economy despite demand remaining weak - latest NZIER Quarterly Survey of Business Opinion

New Zealand firms still hopeful about an improvement in the economy despite demand remaining weak - latest NZIER Quarterly Survey of Business Opinion

ANZ chief economist Sharon Zollner says the business environment continues to be difficult for many

ANZ chief economist Sharon Zollner says the business environment continues to be difficult for many

ANZ and BNZ economists both downgrade their 2025 house price forecasts, expect stronger increases next year

ANZ and BNZ economists both downgrade their 2025 house price forecasts, expect stronger increases next year