--Latest projections show inflation settling slightly above target midpoint if one more rate cut
--Credible econ path is supply constraints may mean little room for further policy easing
--GDP growth began with highest capacity utili...
--December 2027 headline CPI, trimmed mean forecast 2.6%
--June 2026 headline CPI 3.7%, December 2026 3.2%
--December 2025 trimmed mean 3.2%; December 2026 2.7%
--Nominal AENA forecast for Decembe...
(This Analysis was first published on Monday, November 3, at 10:59 PM as an email to subscribers and trialists)
(For subscription options, please email Sophia@centralbankintel.com)
By Sophia Rodrig...
Published on: 04 Nov 2025, 07:19 AMBy Sophia Rodrigues
(Sydney, November 3, 2025) – Clear and credible communication and forceful monetary policy response help counter the impact of uncertainty on aggregate demand and supply, RBNZ Monet...
Published on: 03 Nov 2025, 01:38 PM--OCR cut 50bps to 2.50%
--Reached consensus for 50bps cut on prolonged spare capacity
--Discussed both 25bps and 50bps cut options
--Remains open to further reductions
--Econ activity in m...
(This Analysis was first published on Tuesday, September 27)
By Sophia Rodrigues
(Sydney, September 27, 2022)—If 50 basis points rate hike is the new normal, does the shift in global rate vie...
Published on: 29 Sep 2022, 01:00 PM(This Analysis was first published on Thursday, October 7 at 11:51 PM as an email to premium subcribers)
By Sophia Rodrigues
(Sydney, October 7, 2021)—The Reserve Bank of India is an inflatio...
Published on: 08 Oct 2021, 01:27 PM(This Analysis was first published on Tuesday, August 5)
By Sophia Rodrigues
(Sydney, August 5, 2025) – Contrary to general commentary, Federal Reserve Chair Jerome Powell’s comments at...
Published on: 07 Aug 2025, 11:37 AMBy Sophia Rodrigues
(Sydney, November 7, 2022)—The syndication of the 3.75% May 2034 Australian government bond has attracted bids over A$32.1 billion by the close of Sydney hours Monday, a strong outc...
Published on: 07 Nov 2022, 07:34 PM(This article was first published on Tuesday, October 25 at 8:54 PM as an email to premium subscribers)
By Sophia Rodrigues
(Sydney, October 25, 2022)—The Australian Office of Financial Manag...
Published on: 27 Oct 2022, 10:37 PMBy Sophia Rodrigues
In the past few days, I have read several articles about how the mortality rate for coronavirus may be overstated, and therefore it is more important to focus on the accurate* mortal...
Published on: 14 Mar 2020, 12:00 AMThe RBNZ cut the Official Cash Rate by 50bps to 2.5% citing prolonged spare capacity and the associate...
The Reserve Bank of Australia left the cash rate unchanged at 3.60%, in line with expectations.
...Key headlines from RBA Governor Michele Bullock's opening statement at Parliamentary testimony Monday:<...
The Reserve Bank of New Zealand cut the Official Cash Rate by 25bps to 3.00%, taking the total cuts in the...
The Reserve Bank of Australia cut the cash rate by 25bps to 3.60%, in line with expectations.
The...
The Reserve Bank of Australia left the cash rate unchanged at 3.85%, defying market expectations for a 25bp...
The Reserve Bank of Australia lowered the cash rate by 25bps to 3.85%, citing continued easing in inflation...
The Reserve Bank of Australia lowered the cash rate by 25bps to 4.10% -- the first rate cut move since Nove...
The Reserve Bank of Australia left the cash rate unchanged at 4.35% but pivoted to a dovish stance by omitt...
The Reserve Bank of Australia maintained the cash rate at 4.35% and retained the key message that it remain...