Westpac Economics logo

Institution

Westpac Economics Research Hub

Finvaulta tracks 21 research reports on Westpac Economics, updated through June 26, 2026. Latest: “Westpac Coast-to-Coast”.

Westpac Economics reports a complex outlook for the Australasian region, marked by cooling labor markets and significant fiscal shifts. In Australia, April 2026 data reveals employment falling by 18,600 and unemployment rising to 4.5%, yet the Westpac-Melbourne Institute Consumer Sentiment Index rose slightly to 83 amid temporary fuel price relief. The Australian Federal Budget for 2026-27 introduces pivotal tax reforms for housing and negative gearing, although Westpac warns the fiscal impulse remains expansionary, likely necessitating RBA rate hikes in August and September. Simultaneously, the housing market shows clear signs of stress, with home values in Sydney and Melbourne declining as homebuyer sentiment hits deeply pessimistic levels. Across the Tasman, New Zealand is struggling with a sharp energy price shock that has prompted Westpac to slash its 2026 GDP growth forecast to 1.5% and project a 3% OCR to combat energy-driven inflation. Globally, while trade tensions show signs of easing through high-level diplomatic meetings, massive data center investments are currently boosting CAPEX while temporarily dragging on broader productivity measures.

Featured reports

Westpac Coast-to-Coast thumbnail

Westpac Coast-to-Coast

Westpac Economics·Jun 26, 2026

Australia is experiencing a sluggish growth environment defined by a 'two-speed' economy. Massive, structurally-driven investment in data centers and energy is offsetting a weak household and consumer sector.

Westpac Housing Pulse thumbnail

Westpac Housing Pulse

Westpac Economics·Jun 22, 2026

The Australian housing market faces a correction as new federal tax reforms and ongoing RBA rate hikes dampen investor sentiment and activity. Prices are forecast to stall, with turnover expected to drop by 20% throughout 2026.

The Wrap On Asia thumbnail

The Wrap On Asia

Westpac Economics·Jun 18, 2026

This report examines currency dynamics and export trends across Asia, highlighting the decoupling of equity performance and currency strength in Korea, as well as structural import pressures on the Indian rupee.

Westpac Market Outlook thumbnail

Westpac Market Outlook

Westpac Economics·Jun 12, 2026

This report provides an outlook for Australia and the global economy, highlighting softening growth, cooling energy price pressures, and central bank reactions to ongoing inflationary risks.

Australia and New Zealand Weekly thumbnail

Australia and New Zealand Weekly

Westpac Economics·Jun 1, 2026

Westpac analysts warn that headline economic data is currently misleading, as underlying inflation and a data-centre investment boom suggest a need for higher interest rates in Australia and New Zealand despite softer headline prints.

The Red Book Quarterly Update on the Australian Consumer thumbnail

The Red Book Quarterly Update on the Australian Consumer

Westpac Economics·May 14, 2026

Australian consumer sentiment crashed in April 2026 as a geopolitical oil shock and persistent interest rate hikes created a new cost-of-living crisis. Westpac forecasts suggest real incomes will contract this year, significantly dampening spending growth.

Australian Dwelling Finance Bulletin thumbnail

Australian Dwelling Finance Bulletin

Westpac Economics·May 14, 2026

Australian dwelling finance approvals fell by 3.8% in Q1 2026, the sharpest drop in three years, driven by owner-occupiers and a slump in investor new-build loans.

Australian Federal Budget Report 2026-27 thumbnail

Australian Federal Budget Report 2026-27

Westpac Economics·May 14, 2026

The 2026-27 Australian Federal Budget projects a $28.3bn deficit in FY2026, supported by high commodity prices, while introducing major long-term reforms to the NDIS and property taxation.

Middle East Scenarios Bulletin

Westpac Economics·Jun 16, 2026

Australia & New Zealand Weekly

Westpac Economics·Jun 9, 2026

Q1 2026 Labour Account

Westpac Economics·Jun 6, 2026

Sign up to access 13 more reports

All reports

Page 1 of 1

About Westpac Economics

Visit Website

Recurring series

Australia And New Zealand Weekly

4 editions

Use in AI assistants

Search this research archive inside ChatGPT, Claude, or Perplexity.

ChatGPTClaudePerplexity

Related

Macro Economic IndicatorsRates Govt BondsEnergyReal EstateAUDUSDDXY

Get full access

Create an account to follow this research