Australia

Managing Expectations
This report examines activity, inflation pressures and financial conditions in the Australian economy, providing an update on the outlook for interest rates.

Crop margins under pressure: Where to from here?
We unpack the outlook for crop margins in 2027, discussing why the global margin squeeze is proving persistent and where growers are feeling the most pressure.

Productivity is key to the Australian sheep industry's growth
The Australian sheep industry's flock is close to record lows with production growth set to remain constrained over the coming five years.

Australian 2026/27 winter crop forecast: A smaller but historically large crop amid firmer grain prices and higher input costs
In this episode, RaboResearch analysts Oskar Mitchell and Vítor Pistóia unpack the forecast for a large Australian winter crop in excess of 60 million tonnes and explore

New Zealand and Australia interest rates: The lay of the land
Australia and New Zealand are at different points in the economic cycle. What does that mean for rates and their currencies?

Global Daily: Thumos-maxxing
US sovereign yields steadied yesterday as a 10-year bond auction saw strong investor demand...