--Non-accelerating part of NAIRU definition is a bit outdated
--A bit too much pressure on both employment, inflation objectives
--Labour market remains somewhat tight
--Labour mkt persistent tightness consistent with inflatio...
(This Analysis was first published on Wednesday, February 11, at 12:07 AM as an email to subscribers and trialists)
(For subscription options, please email Sophia@centralbankintel.com)
By Sophia Ro...
Published on: 12 Feb 2026, 07:34 AMBy Sophia Rodrigues
--Forecasts based on cash rate peak of 4.4%, 5% higher TWI vs Nov
--June 2028 Trimmed Mean Forecast 2.6%, December 2027 2.7%
--Private demand growth much stronger than expec...
(This Analysis was first published on Friday, January 16, at 9:11 PM as an email to subscribers and trialists)
(For subscription options, please email Sophia@centralbankintel.com)
By Sophia Ro...
Published on: 19 Jan 2026, 06:07 PM(This Analysis was first published on Tuesday, December 16, at 8:56 PM as an email to subscribers and trialists)
(For subscription options, please email Sophia@centralbankintel.com)
By So...
Published on: 18 Dec 2025, 10:55 AM(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 Reserve Bank of Australia raised the cash rate by 25bps to 3.85%, marking a quick turnaround from a 25b...
The Reserve Bank of Australia left the cash rate unchanged at 3.60%, judging it appropriate to remain...
The RBNZ cut the Official Cash Rate by 25bps to 2.25%, and flagged this may be the end of the easing cycle....
The Reserve Bank of Australia kept the cash rate unchanged at 3.60%, citing remaining inflationary pre...
The 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...