RBA Minutes Suggests Next Rate Move May Not Happen In a Hurry

--Discussed risk longer-term inflation expectations could become de-anchored
--Future outlook change to acknowledge output growth would likely be lower than potential
--Also monetary policy cannot alter near-term inflation trajectory...

19 May 2026, 11:46 AM
RBA Hunter: Forecasts Assume Faster Pass-Through Of Oil Price Sho...

--Assumed oil price pass-through will occur relatively quickly
--RBA research suggests oil price pass-through will be faster and more extensive
--Recent oil price rise is particularly challenging to navigate
--Oil shock has co...

19 May 2026, 09:35 AM
Analysis: Australia’s Fiscal Policy Challenges RBA’s Demand Outlo...

(This Analysis was first published on Wednesday, May 13, at 7:19 PM as an email to subscribers and trialists)

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By Sophia Rodrigues

(Sydney, May 13...

15 May 2026, 09:53 AM
Insight: What Could Limit RBA’s Ability To Hold

(This Analysis was first published on Thursday, May 7, at 10:06 PM as an email to subscribers and trialists)

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By Sophia Rodrigues

(Sydney, May 7,...

09 May 2026, 12:30 PM
Insight: A Note On RBA’s May Monetary Policy Decision

(This Insight was first published on Thursday, May 7, at 1:43 PM as an email to subscribers and trialists)

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By Sophia Rodrigues

(Sydney, May 7, 2026) &...

09 May 2026, 12:23 PM
RBA SMP: Base Case With 4.7% Cash Rate Leads To 2.5% Inflation J...

By Sophia Rodrigues

--Forecasts based on cash rate peak of 4.7%
--Oil Price Assumption Based on Futures Curve
--June 2028 Trimmed mean forecast 2.5%; Dec 2027 2.6%
--GDP growth forecast trimmed across forecast period...

05 May 2026, 02:42 PM