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ONLY CHARTS #411

NZ Q2 GDP, Aus SEEK job ads & salaries

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Antipodean Macro
Sep 18, 2025
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1. New Zealand’s Q2 GDP fell 0.9% q/q following upwardly revised growth of +0.9% q/q in Q1. Output fell 2.3% q/q in goods-producing industries and 0.7% in primary industries, while services output was unchanged. Output declined in 10 of 16 industries.

GDP declined 0.6% on a year-ended basis, with the largest fall in construction output (-7.6% y/y).

The contraction in Q2 GDP was much larger than both market expectations and the RBNZ’s August forecast (-0.3% q/q).

As expected, the seasonal adjustment balancing item contributed heavily (-0.3ppts) to the measured decline in GDP growth in Q2. This hints at ongoing seasonal adjustment challenges facing StatsNZ, particularly since the pandemic.

2. While the production-based measure of GDP is the headline measure for New Zealand, the levels of both the expenditure- and income-based measures are currently much higher.

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