Analysis: Private Demand Growth in Q2 GDP Could Have Implications...

(This Analysis was first published on Wednesday, September 3, at 6:28 PM as an email to subscribers and trialists)

(For subscription options, please email sophia@centralbankintel.com)

By Sophia Rodrigues

(Sydney, Sept...

Analysis: Upside Risk To RBA’s Headline CPI Forecasts From Higher...

(This Analysis was first published on Monday, September 1, at 7:23 PM as an email to subscribers and trialists)

(For subscription options, please email sophia@centralbankintel.com)

By Sophia Rodrigues

(Sydney, Septemb...

RBA Minutes: Pace Of Further Rate Cuts Could Be Gradual Or Slight...

--Staff forecasts conditional on rate cut at meeting and somewhat further thereafter
--Total 80bps of cash rate cuts over coming year, including at meeting, factored in forecast
--Gradual reduction pace as labour market conditions a...

Analysis: Bold Productivity-Related Assumptions Underline RBA’s 3...

(This Analysis was first published on Friday, August 15 at 12:20 AM as an email to subscribers and trialists)

(For subscription options please email Sophia@centralbankintel.com)

By Sophia Rodrigues

(Sydney, August 15,...

RBA SOMP: Perfect Forecasts Point to 3.1% Cash Rate By Early 2026...

--Baseline based on mkt pricing of 3.1% cash rate shows inflation sustainably at target midpoint
--Current cash rate path falls within the range of neutral
--Productivity downgrade to 0.7% from 1.0% medium-term has no impact on infla...

Analysis: Microscoping RBA’s Neutral Rate Next Week From Indicat...

(This Analysis was first published on Sunday, August 10 at 3:57 PM as an email to subscribers and trialists)

(For subscriptions options, please email Sophia@centralbankintel.com)

By Sophia Rodrigues

(Sydney, August 10...