花旗：澳洲零售商将受益于2026年上半年消费需求回暖

Core Insights - Citigroup analysts predict that Australian retailers will benefit from a rebound in consumer demand in the first half of 2026 [1] Economic Outlook - Economists expect the Reserve Bank of Australia to complete its current interest rate cut cycle by December 2025, leading to an increase in consumer spending capacity by AUD 50-90 billion over the 12 months ending June 2026 [1] - The second half of 2026 is anticipated to see accelerated growth in retail spending due to this increased consumer spending capacity [1] Consumer Behavior - In the fiscal year 2025, consumer spending capacity is projected to grow by only AUD 20 billion, significantly lower than the forecasted AUD 70 billion, primarily due to consumers' inclination to increase savings [1]