Australia's gross domestic product is expected to grow 0.5% in the first quarter from the previous quarter and expand 2.6% from a year earlier, but the growth should decelerate over the remainder of 2026 as momentum has cooled following the Middle East conflict, ANZ said in a Tuesday report.
The bank said the Australian Fair Work Commission's (FWC) 4.75% increase to modern award wages is the largest hike since 2023, but doesn't materially change the outlook for wages, inflation, or the key cash rate.
"Increases in award wages do not typically flow through fully to the wage price index, but if they did, we estimate this decision would make an around 0.5 percentage point contribution to annual WPI growth," the bank said.
It expects the softer economic activity outlook and a rise in the jobless rate to help offset the impact of the FWC's decision with regard to the aggregate wages bill.