CH Investment & Economic Strategy Lunch 2023

Running down the saving buffer

'EXCESS' SAVING: FLOW & LEVEL

24

300

CUMULATIVE EXCESS SAVING $BN (RHS)

20

250

16

200

CUMULATIVE EXCESS SAVING % OF INCOME (LHS)

12

150

8

100

* ACTUAL SAVING VERSUS 2019 AVERAGE SAVING RATE (6½%). QUARTERLY DATA AT AN ANNUAL RATE.

4

50

0

0

'EXCESS' SAVING $BN AR* (RHS)

-4

-50

2019 2020 2021 2022 2023 2024 2025

1

Sources: ABS

35

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