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Economist survey

February

Paul Bloxham, chief economist at HSBC.

Meet the most accurate economic forecaster of 2024

The Reserve Bank will cut the cash rate, according to Paul Bloxham, but don’t count on a big drop in borrowing costs as this cycle will be a short one.

Paul Bloxham, pictured in Sydney on Monday, loves talking about the economy. Growing up in Perth, he used to be a theatre kid.

Top forecaster Paul Bloxham says trade war changes the RBA path

HSBC’s chief economist says the RBA will only cut twice in 2025, beginning this month, and once in 2026.

January

RBA governor Michele Bullock won’t be rushed on interest rate cuts.

Big business is sweating on a quick rate cut call

Even one would provide a boost for beaten up consumers – banks will have to pass it straight to customers no questions asked given the political environment.

Financial Review economist survey.

Reserve Bank rate cut hopes skirt federal election decider

Stubborn inflation, a tight jobs market and weak productivity thwarted interest rate relief in 2024. The Financial Review’s economist survey predicts that will change in May.

October 2024

RBA governor Michele Bullock.

RBA ‘inconsistencies’ detract from Bullock’s winning year

The RBA came uncomfortably close to repeating its mistake of making promises about the cash rate it cannot keep, some economists argue.

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Treasurer Jim Chalmers.

RBA rate relief to arrive before federal election, say economists

The RBA will start cutting rates in February, according to the median forecaster in the Financial Review’s quarterly survey of economists, handing federal Labor an economic win.

July 2024

Economists are now less unified in their predictions about inflation than they were in last year’s survey.

Migration cut no ‘silver bullet’ to Australia’s inflation problem

While economists said a tightening in immigration rules should relieve rent prices and take pressure off the labour market, it may not be enough to curb inflation.

Inflation has no chance of hitting Chalmers’ forecasts: survey

Higher-than-expected inflation will take at least 12 months to fall anywhere near the Reserve Bank’s target, casting doubt on Treasurer Jim Chalmers’ more optimistic forecast.

April 2024

Su-Lin Ong, Jo Masters and Paul Bloxham predict what will be in the budget.

What Bloxham, Masters and Ong say will be in the budget

Economists surveyed by Financial Review expect government spending in the federal budget to be aimed at struggling families, but it will be small and not inflationary.

China’s president, Xi Jinping, in March. Authorities in Beijing set a five per cent growth target for the year.

China to miss lofty economic growth target without major stimulus

The Australian Financial Review’s survey of economists suggests growth as low as 4.2 per cent. But a reliance on iron ore will limit its effect on Australia.

People shop at Bondi Beach on 09 January, 2024. Photo: Brook Mitchell for the AFR

Inflation set to ease, but it will be bumpy: survey

While higher prices are forecast to ease, economists warn that should inflation reignite, the RBA will stand pat on rate cuts at least for this year.

RBA will struggle to cut rates this year: survey

The RBA is expected to be the last major central bank to start cutting interest rates and economists predict the cash rate will remain on hold at least until November.

February 2024

Warren Hogan says the Reserve Bank will be unpopular for the next decade because of a high cash rate.

Here’s what the top economic forecaster predicts for 2024

Warren Hogan has been named the AFR’s best economic forecaster for 2023, after being the only economist out of 29 to accurately predict five rate rises last year.

Top three economic forecasters: Warren Hogan, Andrew Boak and Jo Masters.

Sticky inflation will haunt the RBA, say top forecasters

Persistently high services inflation may derail market expectations of an interest rate cut as early as May, according to the best economist forecasts for 2024.

January 2024

Luci Ellis said there was a “trade-off” in making the RBA more transparent with the market.

Economists fear unintended consequences of the RBA overhaul

In The Australian Financial Review’s quarterly survey economists warn making the central bank more transparent could lead to slip-ups and muddle policy signals.

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A resilient iron ore price is helping to underpin the $A.

Iron ore rally bolsters $A prospects in 2024

Economists predict the Australian dollar will rise to US70¢ by the end of the year, buoyed by US rate cuts and an unexpectedly strong iron ore price.

Economists are more bearish than some in the property industry about the rate of house price growth.

Australia’s love affair with expensive property set to heat up

House prices will rise this year as a property shortage outweighs higher mortgage costs, according to 30 economists surveyed by The Australian Financial Review.

Better relations, demand for iron cushioning Australia from China woes

Improving relations between Canberra and Beijing and a strong demand for commodities will shield the economy from sluggish growth, according to a survey of 31 economists.

Australia will likely avoid a recession this year as population growth cushions a slowdown in household spending.

Economists say population surge key to dodging a recession this year

The Australian Financial Review’s survey of 40 economists suggests the local economy will slow to about 1 per cent this year before rebounding in 2025.

RBA rate relief arriving in September: economist survey

A tight jobs market and stubborn inflation prompt economists to pencil in a September rate cut. But nine economists say the RBA may raise rates again next month.

Original URL: https://www.afr.com/topic/economist-survey-1n81