Fashion
Australia’s NAB expects RBA to raise policy rate by 25 bps in Feb
The economy is already at trend growth, and private final demand is running stronger than the RBA anticipated.
The NAB business survey shows that capacity utilisation is elevated and that there is breadth to this dynamic at an industry level. Businesses reported less pressure on margins over recent months.
The National Australia Bank expects the Reserve Bank of Australia (RBA) to raise the policy rate by 25 bps in February, followed by another likely 25-bps hike in May, taking the cash rate to 4.1 per cent.
The economy is already at trend growth, and private final demand is running stronger than RBA’s anticipation.
Inflation accelerated in Q3 2025, and NAB forecast a 0.9-per cent QoQ for trimmed-mean in Q4.
Inflation accelerated in the third quarter (Q3), and NAB has forecast a 0.9-per cent quarter on quarter (QoQ) for trimmed-mean in Q4, suggesting inflationary pressures have persisted.
If realised, this will imply a period of five quarters in which the annual rate of core inflation runs at 3 per cent or higher. Moreover, it would represent a 15 basis points surprise relative to the RBA’s most recent forecast for the Q4 outcome.
Taken in conjunction with stronger growth outcomes and evidence of capacity constraints starting to bind, the bank believes an inflation outcome of this magnitude will force the RBA to execute a modest recalibration of monetary policy in the first half next year, an NAB release said.
Fibre2Fashion News Desk (DS)
The April–June 2026 quarter marks a shift from price volatility to supply insecurity, with material availability becoming the key risk.
Synthetic fibres and chemicals are most exposed due to oil-linked costs and gas shortages, while freight is sharply raising landed costs.
Cotton is adding margin pressure, particularly impacting smaller manufacturers.
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The move follows Lulus’ recent rollout across all Nordstrom stores nationwide and reflects a broader strategy to expand reach and drive incremental revenue. As stated in the press release, each partnership offers curated assortments tailored to platform-specific customer behaviour.
Lulus has expanded its wholesale strategy with a new Amazon storefront and an online partnership with Victoria’s Secret.
Building on its Nordstrom rollout, the move enhances reach and revenue potential.
Curated assortments tailored to each platform aim to engage modern shoppers, supporting scalable growth and strengthening the brand’s presence across key retail channels.
“Today’s customer shops across platforms, and our goal is to show up for her in each of those moments with intentional, elevated product, that is distinctly Lulus,” said Crystal Landsem, CEO at Lulus. “By offering curated assortments across Amazon and Victoria’s Secret, we’re expanding access to our brand in a way that’s thoughtful, strategic, and aligned with how women shop now.”
The Amazon storefront features a curated dress assortment, including many exclusive styles, while the Victoria’s Secret collaboration introduces an online-only range targeting digitally engaged shoppers. The company noted in the press release that these initiatives support scalable growth and strengthen brand relevance.
As Lulus enters its 30th year, it is focusing on disciplined growth, scalable distribution, and long-term brand building. Alongside its Nordstrom expansion, launches on Amazon and Victoria’s Secret strengthen its position as a digitally driven brand with rising influence in modern fashion retail.
Fibre2Fashion News Desk (JP)
Support will be provided through two-way contracts for difference, where a competitively determined strike price ensures revenue stability. If alternative fuel prices fall below this level, the Italian government will compensate producers; if they exceed it, producers will repay the difference. The scheme will run until 31 December 2029.
The European Commission has approved a €6 billion (~$6.5 billion) Italian state aid scheme to produce 200,000 tonnes of renewable hydrogen annually.
Using contracts for difference, the programme will support decarbonisation in transport and industry by ensuring price stability, while promoting investment, competitiveness, and emissions reduction across high-impact sectors.
The Commission concluded that the measure is necessary, proportionate, and incentivises investment that would not occur without public support. It also found that the environmental benefits, particularly in reducing emissions from hard-to-abate sectors, outweigh potential competition distortions.
Fibre2Fashion News Desk (JP)
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