Pinned
My 2026 forecasts:
GDP H1 lifts to 2.5%; sub 2.0% in H2
Unemployment rate to 5%
Inflation eases 2.0 to 2.25%
Wages growth soggy at 3%
RBA cuts to 3.10%
10 yr bonds 4.00%
AUD lifts to 75 c
House prices – no change, downside risks
ASX200 – below 8,000


