Antipodean Macro Professional

Antipodean Macro Professional

Data previews

Australia (final) Q3 CPI Preview

Signal versus noise?

Antipodean Macro's avatar
Antipodean Macro
Oct 22, 2025
∙ Paid
1
Share

Share


Australia’s Q3 CPI will be released next Wednesday, 29 October.

We have made some tweaks to our preliminary CPI preview (available here).

But the key takeaway is the same: underlying inflation appears to have been strong in Q3 and well above the RBA’s August SMP assumption.

This could make for a spicy RBA Board meeting (3-4 November) given the September labour force release was very soft.

Tomorrow’s Q3 NAB business survey will provide a timely update on Australian firms’ views on the availability of labour which has proven to be a reliable guide to underlying labour market conditions over time.

Keep reading with a 7-day free trial

Subscribe to Antipodean Macro Professional to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Antipodean Macro
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture