• QIC flagged a gradual slowdown in Australia in 2026, with inflation still elevated due to ongoing excess demand.
• Forecast GDP growth of 1.5%-1.75% in 2026-2027, with disinflation weaker than past cycles due to soft supply-side growth.
• Household spending support from savings buffers built in 2025, modest tax cuts, unemployment still low at 4.4%.
• AI-linked capital expenditure accelerating, lifting demand via data centers, power networks, power generation, making growth more reliant on that spend.
• Baseline view favors no further RBA hikes; easing seen as the next move, with cuts delayed until 2H 2027.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. QIC Ltd. published the original content used to generate this news brief on July 10, 2026, and is solely responsible for the information contained therein.