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Australia and NZ Weekly 21 September 2026
Friday edition: analysis and forecasts for this week's key releases.
September 18 2026
-
What's Priced In
Monetary Policy Watch
-
Westpac Coast-to-Coast September 2026
An assessment of current trends and future prospects across the state economies.
By
Pat Bustamante
,
Ryan Wells
,
Neha Sharma
&
,
Luka Belobrajdic
&
Matthew Hassan
September 18 2026
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Westpac Strategy Antipodean Daily Wrap
Hawky talky.
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Rate call: tactical timing change to September
Expected rate hike brought forward to September, as hawkish rhetoric outweighs the tactical risks
-
PNG Economic Update, September 2026
PNG’s economic outlook remains positive. Inflationary pressures are building as retail fuel prices pick up in September with the Bank of Papua New Guinea keeping policy stance unchanged during its recent meeting. Meanwhile, the Papua LNG project's final investment decision (FID) is now targeted for 15 December, following TotalEnergies’ transfer of operatorship to ExxonMobil.
-
A changing investment narrative requires a careful reader
Business investment is now in the driver’s seat on growth, implying credit growth is a less reliable guide to financial conditions more broadly.
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Cliff Notes: seeking to instil trust
Key insights from the week that was.
By
Elliot Clarke
,
Ryan Wells
&
Illiana Jain
September 18 2026
-
First impressions: NZ selected prices August 2026
Inflation was softer than expected in August, with softness in the volatile travel categories. However, with fuel prices pushing higher, we’re leaving our forecast for overall inflation unchanged.
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AUD Rates Morning Chartpacks - 18 September 2026
Morning ACGB, Semi, SSA relative value chartpacks.
September 18 2026
20
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