Markets Actual Q1/26 Q2/26 Q3/26 Q4/26
Currency 0.70 0.7 0.71 0.72 0.72
Stock Market (points) 8708.80 8608 8362 8194 8030
Government Bond 10Y (%) 4.86 4.77 4.68 4.61 4.55

Overview Actual Q1/26 Q2/26 Q3/26 Q4/26
GDP Growth Rate (%) 0.40 0.6 0.5 0.6 0.6
GDP Annual Growth Rate (%) 2.10 2.8 2.7 2.9 2.6
Unemployment Rate (%) 4.10 4.3 4.3 4.4 4.5
Inflation Rate (%) 3.80 3 3.2 2.7 2.6
Inflation Rate MoM (%) 1.00 0.4 0.3 0.4 0.3
Interest Rate (%) 3.85 3.85 4.1 4.1 4.1
Balance of Trade (AUD Million) 3373.00 5000 4900 5100 7400
Current Account (AUD Million) -16646.00 -7500 -8000 -10000 3700
Current Account to GDP (% of GDP) -2.30 -0.4 -0.2 -0.4 0.5
Business Confidence (points) 3.00 8 6 9 12
Manufacturing PMI (points) 52.30 51.6 52 50.8 52.9
Services PMI (points) 56.30 54.7 52.5 53 52.6
Consumer Confidence (points) 92.90 89.5 95 99 105
Building Permits (Units) 18406.00 16137 18185 17401 18866
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 (%) 0.40 0.6 0.5 0.6 0.6
GDP Annual Growth Rate (%) 2.10 2.8 2.7 2.9 2.6
GDP Constant Prices (AUD Million) 687757.00 699127 703573 707702 705639
Gross National Product (AUD Million) 662255.00 672886 676504 681460 679474
Gross Fixed Capital Formation (AUD Million) 168315.00 169209 167881 173196 172691
GDP from Agriculture (AUD Million) 14877.00 15813 15693 15308 15264
GDP from Construction (AUD Million) 11079.00 11016 11099 11400 11367
GDP from Manufacturing (AUD Million) 35268.00 35906 35730 36291 36185
GDP from Mining (AUD Million) 68738.00 69506 72028 70731 70525
GDP from Public Administration (AUD Million) 35988.00 36721 36827 37032 36924
GDP from Utilities (AUD Million) 15319.00 15701 15484 15763 15717
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 (%) 1.30 2.6

Labour Actual Q1/26 Q2/26 Q3/26 Q4/26
Unemployment Rate (%) 4.10 4.3 4.3 4.4 4.5
Employed Persons (Thousand ) 14684.10 14690 14750 14700 14800
Unemployed Persons (Thousand ) 628.60 645 633 637 610
Employment Change (Persons) 65175.00 34200 -15600 15000 14900
Labor Force Participation Rate (%) 66.70 67.5 67.4 67.2 67.3
Youth Unemployment Rate (%) 9.10 9.3 9.3 9.4 9.5
Productivity (points) 99.90 106 104 105 103
Labour Costs (points) 107.50 109 109 111 111
Job Vacancies (Thousand) 326.70 320 310 320 350
Job Advertisements (%) 4.40 0.1 0.1 0.3 0.2
Wages in Manufacturing (AUD/Week) 1715.50 1796 1769 1767 1767
Wage Growth (%) 3.40 3.2 3.1 3 3
Minimum Wages (AUD/week) 948.00 976
Population (Million) 27.40 27.95

Prices Actual Q1/26 Q2/26 Q3/26 Q4/26
Inflation Rate (%) 3.80 3 3.2 2.7 2.6
Inflation Rate MoM (%) 1.00 0.4 0.3 0.4 0.3
Consumer Price Index CPI (points) 100.97 101 101 103 104
Core Consumer Prices (points) 105.48 106 107 107 108
Core Inflation Rate (%) 3.30 3.1 3 2.5 2.4
GDP Deflator (points) 104.30 106 106 107 107
Producer Prices (points) 137.70 138 139 140 140
Producer Prices Change (%) 3.50 3 2.5 2.3 2
Food Inflation (%) 3.40 2.2 2 2 2
Trimmed Mean CPI QoQ (%) 0.90 0.7 0.6 0.6 0.5
Trimmed Mean CPI YoY (%) 3.40 3.1 3 2.5 2.4
MI Inflation Gauge MoM (%) 0.20 0.1 0.2 0.3 0.3
Import Prices MoM (%) 0.90 0.7 0.3 0.5 0.3
Commodity Prices YoY (%) 2.60 -1.8 0 1 1.9
Export Prices MoM (%) 3.20 1 -0.5 0.3 0.5
CPI Housing Utilities (points) 100.42 99.73 101 103 103
CPI Transportation (points) 100.62 101 101 102 102
Inflation Expectations (%) 4.60 4.2 3.5 3 2

Money Actual Q1/26 Q2/26 Q3/26 Q4/26
Interest Rate (%) 3.85 3.85 4.1 4.1 4.1
Interbank Rate (%) 3.60 3.85 4.1 4.1 4.1
Foreign Exchange Reserves (AUD Million) 112452.00 120000 122000 120000 125000
Central Bank Balance Sheet (AUD Million) 369370.00 400000 405000 410000 420000
Loans to Private Sector (AUD Billion) 1354.81 1347 1383 1414 1446
Deposit Interest Rate (%) 2.85 3.1 3.35 3.35 3.35
Loan Growth (%) 7.70 7.2 7.3 7 6.7

Trade Actual Q1/26 Q2/26 Q3/26 Q4/26
Balance of Trade (AUD Million) 3373.00 5000 4900 5100 7400
Current Account (AUD Million) -16646.00 -7500 -8000 -10000 3700
Current Account to GDP (% of GDP) -2.30 -0.4 -0.2 -0.4 0.5
Imports (AUD Million) 41259.00 40500 41000 40500 43100
Exports (AUD Million) 44632.00 45500 45900 45600 50500
Tourist Arrivals 831170.00 810000 627000 680000 1280600

Business Actual Q1/26 Q2/26 Q3/26 Q4/26
Business Confidence (points) 3.00 8 6 9 12
Manufacturing PMI (points) 52.30 51.6 52 50.8 52.9
Services PMI (points) 56.30 54.7 52.5 53 52.6
Bankruptcies (Companies) 1306.00 970 890 920 850
Corporate Profits (AUD Million) 125152.00 131746 128565 128781 128406
Total Vehicle Sales (Units) 87092.00 100000 130000 124500 104500
Car Registrations (Units) 13365.00 16000 16000 14500 22500
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) -12.30 2 5 4 9
Industry Index Construction (points) 5.20 4 3 2 1
Industry Index Manufacturing (points) -19.40 2 10 13 15
Composite PMI (points) 55.70 54.5 52.7 53.2 52.9
Business Inventories (%) -0.90 -0.2 -0.2 0.3 0.5
Private Investment (%) 6.40 -0.2 0.3 0.3 0.3

Consumer Actual Q1/26 Q2/26 Q3/26 Q4/26
Consumer Confidence (points) 92.90 89.5 95 99 105
Consumer Spending (AUD Million) 353842.00 358516 361565 364103 363042
Disposable Personal Income (AUD Million) 445019.00 447224 449191 457925 456589
Personal Savings (%) 6.40 4 3.7 3.8 4.2
Private Sector Credit (%) 0.80 0.4 0.6 0.5 0.6
Consumer Credit (AUD Billion) 2487.29 2431 2471 2509 2552
Housing Credit (%) 0.70 0.5 0.5 0.4 0.4
Gasoline Prices (USD/Liter) 1.23 1.25 1.29 1.33 1.36
Bank Lending Rate (%) 10.01 10.26 10.51 10.51 10.51

Housing Actual Q1/26 Q2/26 Q3/26 Q4/26
Building Permits (Units) 18406.00 16137 18185 17401 18866
New Home Sales (Units) 4080.00 4000 3900 3870 3750
Mortgage Rate (Percent) 5.51 5.76 6.01 6.01 6.01
Building Permits MoM (%) -14.90 0.5 0.5 0.4 0.9
Building Permits YoY (%) 0.40 2.8 2.8 2.2 2.5
CoreLogic Dwelling Prices MoM (%) 0.80 0.5 0.5 0.6 0.4
Construction Output (%) -0.70 1.2 1.2 1.7 0.3
Home Loans (AUD Million) 58228.60 61300 61000 57000 64000

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