RBA Analysis: Some Confidence and Quiet Optimism

(This Analysis was first published on Wednesday, December 11 at 11:43 AM as an email to subscribers and trialists)

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By Sophia Rodrigues

(Sydney, Dece...

RBA Hauser: To Factor New Tariffs Developments in Policy Judgeme...

--Our Inflation Could Move in Either Direction from Global Tariffs Impact
--Implication for Australia inflation, hence monetary policy could be positive or negative
--Important we don’t prejudge implications of tariffs for poli...

RBA Preview: More Emphasis on Hold in the Near Term

(This Preview was first published on Friday, December 6 at 8:49 PM as an email to subscribers and trialists)

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By Sophia Rodrigues

(Sydney, December 6...

Analysis: Cut Before May? Not Base Case But Can’t Entirely Ignore...

(This Analysis was first published on Tuesday, December 3 at 6:06 PM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, December...

Opinion: A Lesson for RBA from RBNZ’s Forward Guidance

(This Analysis was first published on Thursday, November 28 at 12:01 PM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, Novem...

RBA Bullock: Nov Fcasts Consistent With Inflation Return to Targ...

--Staff forecasts conditioned on cash rate remaining at current level over near term
--Assumption consistent with inflation returning sustainably to target within Board’s timeframe
--But cash rate path not Board’s forecas...