ONLY CHARTS #162

Aus motor vehicle registrations, RBA cash rate expectations, Aus goods trade, Aus air travel, Job openings

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1. The number of new motor vehicle registrations in Australia declined again in August and, if sustained, points to a sizeable fall in household spending on vehicle purchases in Q3.

2. Financial market pricing implies an expectation of ~100bps of RBA rate cuts by the end of 2025.