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Economic Media Report - Jan 25

A media-readout of the policy, inflation, and growth narratives shaping markets.

Source: Chart Economy ResearchPublished: Jan 25, 2026Region: Australia / Global
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Executive summary

Markets are focused on whether disinflation is broadening enough to give central banks room to ease policy.

Key takeaways

  1. Labour-market resilience remains the main obstacle to faster rate cuts.
  2. Housing-credit conditions are improving but uneven.
  3. Commodity-linked currencies remain sensitive to China demand signals.

Market context

Risk assets are responding to softer inflation prints, but the policy path remains dependent on labour-market slack and services inflation.

Policy context

Central banks are trying to preserve optionality while markets price a gradual easing cycle.

Data signals

AU unemployment vs CPI, AUD/USD, and commodity-sensitive inflation measures remain the most useful chart set.

What to watch next

Watch CPI breadth, wage data, RBA communication, and commodity-linked currency moves.