Markets Actual Q1/26 Q2/26 Q3/26 Q4/26
Stock Market (points) 8428.40 8583 8259 8085 7916
Currency 0.70 0.7 0.71 0.72 0.72
Government Bond 10Y (%) 5.07 4.94 4.82 4.75 4.69

Overview Actual Q1/26 Q2/26 Q3/26 Q4/26
GDP Growth Rate (%) 0.80 0.6 0.5 0.6 0.6
GDP Annual Growth Rate (%) 2.60 2.8 2.7 2.9 2.6
Unemployment Rate (%) 4.30 4.3 4.3 4.4 4.5
Inflation Rate (%) 3.80 3.3 3.2 2.7 2.6
Inflation Rate MoM (%) 0.40 0.4 0.3 0.4 0.3
Interest Rate (%) 4.10 4.1 4.35 4.35 4.35
Balance of Trade (AUD Million) 2631.00 5000 4900 5100 7400
Current Account (AUD Million) -21093.00 -7500 -8000 -10000 3700
Current Account to GDP (% of GDP) -2.90 -0.4 -0.2 -0.4 0.5
Manufacturing PMI (points) 51.00 51.6 52 50.8 52.9
Services PMI (points) 52.80 54.7 52.5 53 52.6
Business Confidence (points) -1.00 4 6 9 12
Consumer Confidence (points) 90.50 89.5 95 99 105
Building Permits (Units) 14564.00 16230 18101 17491 16085
Government Debt to GDP (% of GDP) 43.80 42.6
Government Budget (% of GDP) 0.60 -1.2

GDP Actual Q1/26 Q2/26 Q3/26 Q4/26
GDP Growth Rate (%) 0.80 0.6 0.5 0.6 0.6
GDP Annual Growth Rate (%) 2.60 2.8 2.7 2.9 2.6
GDP Constant Prices (AUD Million) 693772.00 698383 703626 708278 711810
Gross National Product (AUD Million) 665945.00 671766 676196 681309 683260
Gross Fixed Capital Formation (AUD Million) 170135.00 169314 168109 173774 174559
GDP from Construction (AUD Million) 11230.00 11024 11114 11488 11522
GDP from Agriculture (AUD Million) 15078.00 15615 15550 15136 15470
GDP from Utilities (AUD Million) 15395.00 15717 15490 15776 15795
GDP from Manufacturing (AUD Million) 35442.00 35884 35763 36369 36363
GDP from Public Administration (AUD Million) 36060.00 36721 36827 37032 36998
GDP from Mining (AUD Million) 74721.00 73339 75873 74974 76664
GDP (USD Billion) 1752.19 1798
GDP per Capita (USD) 61211.90 62803
GDP per Capita PPP (USD) 60082.01 61644
Full Year GDP Growth (%) 2.60 2.6

Labour Actual Q1/26 Q2/26 Q3/26 Q4/26
Unemployment Rate (%) 4.30 4.3 4.3 4.4 4.5
Employed Persons (Thousand ) 14748.70 14690 14750 14700 14800
Unemployed Persons (Thousand ) 659.10 645 633 637 610
Employment Change (Persons) 48933.00 34200 -15600 15000 14900
Labor Force Participation Rate (%) 66.90 67.5 67.4 67.2 67.3
Youth Unemployment Rate (%) 10.20 10.2 10.2 10.3 10.4
Labour Costs (points) 107.90 109 109 111 111
Productivity (points) 100.10 106 104 105 103
Job Vacancies (Thousand) 326.70 320 310 320 350
Job Advertisements (%) 3.20 0.1 0.1 0.3 0.2
Wages in Manufacturing (AUD/Week) 1770.30 1796 1769 1767 1823
Wage Growth (%) 3.40 3.2 3.1 3 3
Minimum Wages (AUD/week) 948.00 976
Population (Million) 27.40 28.2

Prices Actual Q1/26 Q2/26 Q3/26 Q4/26
Inflation Rate (%) 3.80 3.3 3.2 2.7 2.6
Inflation Rate MoM (%) 0.40 0.4 0.3 0.4 0.3
Consumer Price Index CPI (points) 101.33 101 101 103 104
Core Inflation Rate (%) 3.40 3.1 3 2.5 2.4
Core Consumer Prices (points) 105.87 106 107 107 108
GDP Deflator (points) 105.40 106 106 107 108
Producer Prices (points) 137.70 138 139 140 140
Producer Prices Change (%) 3.50 3 2.5 2.3 2
Food Inflation (%) 3.10 2.2 2 2 2
MI Inflation Gauge MoM (%) -0.20 0.1 0.2 0.3 0.3
Trimmed Mean CPI YoY (%) 3.40 3.1 3 2.5 2.4
Commodity Prices YoY (%) 3.40 -1.8 0 1 1.9
Export Prices MoM (%) 3.20 1 -0.5 0.3 0.5
Import Prices MoM (%) 0.90 0.7 0.3 0.5 0.3
Trimmed Mean CPI QoQ (%) 0.90 0.7 0.6 0.6 0.5
CPI Transportation (points) 99.93 100 101 101 101
CPI Housing Utilities (points) 102.60 100 101 103 103
Inflation Expectations (%) 5.20 4.2 3.5 3 2

Money Actual Q1/26 Q2/26 Q3/26 Q4/26
Interest Rate (%) 4.10 4.1 4.35 4.35 4.35
Interbank Rate (%) 3.83 3.83 4.08 4.08 4.08
Central Bank Balance Sheet (AUD Million) 374369.00 400000 405000 410000 420000
Foreign Exchange Reserves (AUD Million) 105800.00 120000 122000 120000 125000
Loans to Private Sector (AUD Billion) 1355.27 1353 1386 1418 1456
Deposit Interest Rate (%) 2.85 2.85 3.1 3.1 3.1
Loan Growth (%) 7.70 7.7 7.5 7.3 7.5

Trade Actual Q1/26 Q2/26 Q3/26 Q4/26
Balance of Trade (AUD Million) 2631.00 5000 4900 5100 7400
Current Account (AUD Million) -21093.00 -7500 -8000 -10000 3700
Current Account to GDP (% of GDP) -2.90 -0.4 -0.2 -0.4 0.5
Imports (AUD Million) 41428.00 40500 41000 40500 43100
Exports (AUD Million) 44059.00 45500 45900 45600 50500
Tourist Arrivals 716680.00 810000 627000 680000 1280600

Business Actual Q1/26 Q2/26 Q3/26 Q4/26
Manufacturing PMI (points) 51.00 51.6 52 50.8 52.9
Services PMI (points) 52.80 54.7 52.5 53 52.6
Business Confidence (points) -1.00 4 6 9 12
Bankruptcies (Companies) 1260.00 970 890 920 850
Corporate Profits (AUD Million) 133922.00 132591 127994 130199 137404
Car Registrations (Units) 12642.00 16000 16000 14500 22500
Total Vehicle Sales (Units) 90712.00 100000 130000 124500 104500
Leading Economic Index (%) -0.10 0.2 0.1 0.4 0.2
Small Business Sentiment (points) -2.00 2 5 4.9 5
Industry Index (points) -1.50 -10 -5 4 9
Industry Index Manufacturing (points) -15.60 -18.6 -15 -13 15
Industry Index Construction (points) -8.20 4 3 2 1
Composite PMI (points) 52.40 54.5 52.7 53.2 52.9
Private Investment (%) 0.40 -0.2 0.3 0.3 0.3
Business Inventories (%) -0.10 -0.2 -0.2 0.3 0.5

Consumer Actual Q1/26 Q2/26 Q3/26 Q4/26
Consumer Confidence (points) 90.50 89.5 95 99 105
Consumer Spending (AUD Million) 355694.00 358963 362291 364992 364942
Disposable Personal Income (AUD Million) 453531.00 447009 449578 458423 465323
Personal Savings (%) 6.90 4 3.7 3.8 4.2
Consumer Credit (AUD Billion) 2497.93 2431 2471 2509 2552
Private Sector Credit (%) 0.50 0.4 0.6 0.5 0.6
Housing Credit (%) 0.60 0.5 0.5 0.4 0.4
Bank Lending Rate (%) 10.26 10.26 10.51 10.51 10.51
Gasoline Prices (USD/Liter) 1.22 1.23 1.29 1.33 1.37

Housing Actual Q1/26 Q2/26 Q3/26 Q4/26
Building Permits (Units) 14564.00 16230 18101 17491 16085
New Home Sales (Units) 4080.00 4000 3900 3870 3750
Building Permits YoY (%) -15.70 2.8 2.8 2.2 2.5
Building Permits MoM (%) -7.20 0.5 0.5 0.4 0.9
CoreLogic Dwelling Prices MoM (%) 0.70 0.5 0.5 0.6 0.4
Mortgage Rate (Percent) 5.50 5.5 5.75 5.75 5.75
Home Loans (AUD Million) 65315.00 61300 61000 57000 64000
Construction Output (%) -0.10 1.2 1.2 1.7 0.3

Government Actual Q1/26 Q2/26 Q3/26 Q4/26
Government Debt to GDP (% of GDP) 43.80 42.6
Government Budget (% of GDP) 0.60 -1.2
Government Spending to GDP (% of GDP) 26.50 26.4