Reserve Bank of Australia



| Growth and Sector Activity |
| Released for: |
Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sep |
Oct |
Nov |
Dec |
|
Q1 |
Q2 |
Q3 |
Q4 |
| GDP q/q |
-0.2% (P) |
|
-0.3% (F) |
-0.7% (P) |
-0.5% (R) |
-0.4% (F) |
1.0%(P) |
1.0%(R) |
|
|
|
|
| – 2011 |
0.5% (P) |
0.5% (R) |
0.5% (F) |
0.2% (P) |
0.2% (R) |
0.1% (F) |
0.5% (P) |
0.6% (R) |
0.6% (F) |
-0.2% (P) |
-0.2% (R) |
-0.3% (F) |
| NIESR GDP Est. |
-0.2% |
0.0% |
-0.2% |
-0.1% |
0.1% |
-0.7% |
0.3% |
0.1% |
1.0% |
0.5% |
|
|
| – 2011 |
-0.2% |
0.1% |
0.5% |
0.1% |
0.5% |
0.2% |
0.6% |
0.4% |
0.5% |
0.4% |
0.3% |
-0.2% |
| Manufacturing PMI |
52.0 |
51.5 |
51.9 |
50.2 |
45.9 |
48.4 |
45.2 |
49.6 |
48.1 |
47.5 |
|
|
| – 2011 |
61.5 |
60.9 |
56.7 |
54.4 |
52.0 |
51.4 |
49.4 |
49.4 |
50.8 |
47.8 |
47.7 |
49.7 |
| Services PMI |
56.0 |
53.8 |
55.3 |
53.3 |
53.3 |
51.3 |
51.0 |
53.7 |
52.2 |
50.6 |
|
|
| – 2011 |
54.5 |
52.6 |
57.1 |
54.3 |
53.8 |
53.9 |
55.4 |
51.1 |
52.9 |
51.3 |
52.1 |
54.0 |
| Construction PMI |
51.4 |
54.3 |
56.7 |
55.8 |
54.4 |
48.2 |
50.9 |
49.0 |
49.5 |
50.9 |
|
|
| – 2011 |
53.3 |
56.5 |
56.4 |
53.3 |
54.0 |
53.6 |
53.5 |
52.6 |
50.1 |
53.9 |
52.3 |
53.2 |
| Index of Services 3m/3m |
0.2% |
0.1% |
0.2% |
-0.1% |
0.4% |
-0.1% |
0.3% |
0.3% |
1.3% |
|
|
|
| – 2011 |
-0.6% |
-0.4% |
0.9% |
0.9% |
1.2% |
0.2% |
0.8% |
0.6% |
0.7% |
0.2% |
0.2% |
-0.1% |
| Industrial Production m/m |
-0.6% |
0.4% |
-0.3% |
-0.4% |
1.0% |
-2.4% |
2.8% |
-0.5% |
|
|
|
|
| – 2011 |
0.3%% |
-1.2% |
0.2% |
-1.7% |
0.8% |
0.0% |
-0.4% |
0.3% |
0.0% |
-1.0% |
-0.5% |
0.4% |
| Manufacturing. Production m/m |
-0.3% |
-1.1% |
0.9% |
-0.8% |
1.2% |
-2.9% |
3.1% |
-1.2% |
0.1% |
|
|
|
| – 2011 |
0.9% |
0.0% |
0.2% |
-1.6% |
1.8% |
-0.4% |
-0.2% |
-0.3% |
0.1% |
-0.9% |
-0.1% |
1.1% |
| Demand |
| Released for: |
Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sep |
Oct |
Nov |
Dec |
| Retail Sales |
0.3% |
-0.8% |
2.0% |
-2.4% |
1.5% |
0.8% |
0.3% |
-0.1% |
0.5% |
-0.8% |
|
|
| – 2011 |
1.5% |
-0.9% |
0.3% |
1.1% |
-1.3% |
0.8% |
0.2% |
-0.2% |
0.5% |
1.0% |
-0.5% |
0.6% |
| BRC Retail Sales Monitor y/y |
-0.3% |
-0.3% |
1.3% |
-3.3% |
1.3% |
1.4% |
0.1% |
-0.4% |
1.5% |
-0.1% |
|
|
| – 2011 |
2.3% |
-0.4% |
-3.5% |
5.2% |
-2.1% |
-0.6% |
0.6% |
-0.6% |
0.3% |
-0.6% |
-1.6% |
2.2% |
| CBI Industrial Orders |
-16 |
-3 |
-8 |
-8 |
-17 |
-11 |
-6 |
-21 |
-8 |
-23 |
-21 |
|
| – 2011 |
-8 |
5 |
-11 |
-2 |
1 |
1 |
-10 |
1 |
-9 |
-18 |
-19 |
-23 |
| CBI Retail Sales Survey |
-22 |
-2 |
0 |
-6 |
21 |
42 |
11 |
-3 |
6 |
30 |
33 |
|
| – 2011 |
37 |
6 |
15 |
21 |
18 |
-2 |
-5 |
-14 |
-15 |
-11 |
-19 |
9 |
| Net Consumer Lending |
1.8B |
1.3B |
1.7B |
1.4B |
1.1B |
-0.1B |
0.6B |
-0.3B |
1.7B |
-0.3B |
|
|
| – 2011 |
1.2B |
1.7B |
1.1B |
1.6B |
1.4B |
0.4B |
1.0B |
1.0B |
1.1B |
1.3B |
1.0B |
0.9B |
| Employment and Confidence |
| Released for: |
Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sep |
Oct |
Nov |
Dec |
| Claimant Count |
7.0K |
4.5K |
-5.4K |
-12.8K |
6.9K |
1.0K |
-13.6K |
-14.2K |
0.8K |
10.1K |
|
|
| – 2011 |
1.5K |
-8.5K |
6.4K |
16.9K |
22.5K |
31.3K |
33.7K |
19.1K |
13.4K |
2.5K |
0.2K |
1.9K |
| Unemployment Rate |
8.4% |
8.3% |
8.2% |
8.2% |
8.1% |
8.0% |
8.1% |
7.9% |
7.8% |
|
|
|
| – 2011 |
8.0% |
7.8% |
7.7% |
7.7% |
7.7%% |
7.9% |
7.9% |
8.1% |
8.3% |
8.3% |
8.4% |
8.4% |
| Consumer Confid. (Nationwide) |
47 |
44 |
53 |
|
|
|
|
|
|
|
|
|
| – 2011 |
48 |
39 |
45 |
44 |
55 |
51 |
49 |
48 |
45 |
36 |
40 |
38 |
| Consumer Confidence (GfK) |
-29 |
-29 |
-31 |
-31 |
-29 |
-29 |
-29 |
-29 |
-28 |
-30 |
-22 |
|
| – 2011 |
-29 |
-28 |
-28 |
-31 |
-21 |
-25 |
-30 |
-31 |
-30 |
-32 |
-31 |
-33 |
| Trade and Current Account |
| Released for: |
Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sep |
Oct |
Nov |
Dec |
| Trade Balance |
-7.9B |
-8.6B |
-8.7B |
-9.7B |
-8.4B |
-10.1B |
-7.3B |
-10.0B |
-8.4B |
|
|
|
| – 2011 |
-7.8B |
-7.0B |
-7.7B |
-7.6B |
-8.5B |
-8.9B |
-8.2B |
-8.6B |
-10.2B |
-7.9B |
-8.9B |
-7.2B |
Current Account
|
-15.4B |
|
|
-20.8B |
|
|
|
|
|
|
|
|
| - 2011 |
-4.1B |
|
|
-7.4B |
|
|
-10.5B |
|
|
-7.2B |
|
|
| Public Sector Net Borrowing |
-10.2B |
9.9B |
14.6B |
-19.9B |
16.1B |
12.2B |
-1.9B |
10.8B |
9.9B |
6.5B |
|
|
| – 2011 |
-6.3B |
7.9B |
15.6B |
7.7B |
14.6B |
12.4B |
-5.2B |
10.9B |
10.2B |
3.0B |
15.1B |
11.1B |
| Inflation |
| Released for: |
Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sep |
Oct |
Nov |
Dec |
| BOE Interest Rate |
0.50% |
0.50% |
0.50% |
0.50% |
0.50% |
0.50% |
0.50% |
0.50% |
0.50% |
0.50% |
0.50% |
|
| – 2011 |
0.50% |
0.50% |
0.50% |
0.50% |
0.50% |
0.50% |
0.50% |
0.50% |
0.50% |
0.50% |
0.50% |
0.50% |
| CPI y/y |
3.6% |
3.4% |
3.5% |
3.0% |
2.8% |
2.4% |
2.6% |
2.5% |
2.2% |
2.7% |
|
|
| – 2011 |
4.0% |
4.4% |
4.0% |
4.5% |
4.5% |
4.2% |
4.4% |
4.5% |
5.2% |
5.0% |
4.8% |
4.2% |
| PPI Output m/m |
0.4% |
0.6% |
0.6% |
0.6% |
-0.2% |
-0.6% |
0.1% |
0.5% |
0.5% |
0.1% |
|
|
| – 2011 |
1.1% |
0.5% |
1.1% |
1.0% |
0.2% |
0.1% |
0.3% |
0.1% |
0.3% |
0.0% |
0.2% |
-0.2% |
| PPI Input m/m |
0.1% |
2.5% |
1.7% |
-1.4% |
-2.6% |
-2.9% |
0.4% |
2.0% |
-0.1% |
0.4% |
|
|
| – 2011 |
2.3% |
1.4% |
3.8% |
2.8% |
-1.7% |
0.2% |
0.5% |
-1.8% |
1.8% |
-0.8% |
0.3% |
-0.6% |
| M4 Money Supply y/y |
1.5% |
-1.9% |
-0.7% |
0.9% |
-0.1% |
-1.6% |
0.5% |
0.3% |
0.2% |
0.2% |
|
|
| – 2011 |
0.8% |
-0.3% |
0.1% |
0.1% |
0.1% |
-0.4% |
0.0% |
-0.4% |
-0.4% |
-0.3% |
-0.5% |
-1.4% |
| BRC Shop Price Index y/y |
1.4% |
1.2% |
1.5% |
1.3% |
1.5% |
1.1% |
1.0% |
1.1% |
1.0% |
1.5% |
|
|
| – 2011 |
2.5% |
2.7% |
2.4% |
2.5% |
2.3% |
2.9% |
2.8% |
2.7% |
2.7% |
2.1% |
2.0% |
1.7% |
| Avg. Hourly Earnings 3m/y |
1.3% |
1.1% |
0.9% |
1.4% |
1.5% |
1.8% |
1.6% |
1.7% |
1.8% |
|
|
|
| – 2011 |
2.3% |
2.1% |
2.4% |
2.0% |
2.3% |
2.7% |
2.9% |
2.7% |
2.3% |
2.1% |
2.0% |
1.9% |
| Housing |
| Released for: |
Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sep |
Oct |
Nov |
Dec |
| Mortgage Approvals (BBA) |
38.0K |
32.8K |
31.9K |
32.1K |
29.6K |
25.9K |
28.8K |
30.7K |
31.5K |
33.0K |
|
|
| – 2011 |
29.2K |
30.2K |
31.2K |
29.7K |
30.8K |
32.1K |
33.7K |
35.1K |
33.5K |
35.2K |
34.8K |
36.6K |
| Mortgage Approvals (BOE) |
58K |
49K |
51K |
52K |
51K |
44k |
48K |
48K |
50K |
53K |
|
|
| – 2011 |
46K |
47K |
47K |
45K |
46K |
49K |
50K |
52K |
51K |
53K |
53K |
55K |
| Rightmove HPI m/m |
-0.8% |
4.1% |
1.6% |
2.9% |
0.0% |
1.0% |
-1.7% |
-2.4% |
-0.6% |
3.5% |
-2.6% |
|
| – 2011 |
0.3% |
3.1% |
0.8% |
1.7% |
1.3% |
0.6% |
-1.6% |
-2.1% |
0.7% |
2.8% |
-3.1% |
-2.7% |
| Nationwide HPI |
-0.3% |
0.4% |
-1.0% |
-0.3% |
-0.2% |
-0.6% |
-0.8% |
1.1% |
-0.4% |
0.6% |
0.0% |
|
| – 2011 |
-0.1% |
0.7% |
0.5% |
-0.2% |
0.3% |
0.0% |
0.3% |
-0.6% |
0.1% |
0.4% |
0.4% |
-0.2% |
| DCLG HPI |
0.5% |
0.5% |
0.9% |
-0.3% |
-2.2% |
-2.0% |
-1.5% |
-1.3% |
-1.3% |
|
|
|
| Halifax HPI |
0.6% |
-0.4% |
2.2% |
-2.3% |
0.4% |
0.8% |
-0.7% |
-0.5% |
-0.4% |
-0.7% |
|
|
| – 2011 |
0.6% |
-0.9% |
0.0% |
-1.4% |
0.4% |
1.5% |
0.2% |
-1.1% |
-0.3% |
1.2% |
-1.0% |
-1.0% |
Housing Equity Withdrawal q/q
|
-9.6B |
|
|
-9.8B |
|
|
|
|
|
|
|
|
| – 2011 |
-8.9B |
|
|
-9.6B |
|
|
-8.5B |
|
|
-8.6B |
|
|
|