RBA Bulletin: Sector Dynamics Pushed Down Margins, Inflation in E...

--Margin shifts had only modest impact on inflation dynamics
--Sector-specific dynamics pushed down margins, inflation in early 2025
--Housing-investor population is ageing, could reduce resilience in downturn
--High DTI ratio...

RBA Board Member Hewson: Alert To Risk Of Second-Round Effect Of...

--Assessing if oil price is influencing inflation expectations, wage bargaining important
--Over time there’s risk of second-round effects if oil prices influence inflation expectations, wage bargaining
--Neutral rate concept p...

Analysis: Indicator RBA Used To Assess Inflationary Pressures

(This Analysis was first published on Monday, May 18, at 1:26 PM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, May...

Analysis: Exercise Caution When Interpreting RBA’s Restrictive Po...

(This Analysis was first published on Monday, May 18, at 9:09 AM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, May...

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...

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...