Insight: Did Bullock Want Hold in February and Hauser Cut?

(This Insight was first published on Wednesday, March 5 at 8:49 AM as an email to subscribers and trialists)

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By Sophia Rodrigues

(Sydney, March...

RBA Hauser: Moving On From Narrow Path But Uncertainties Ahead

--We are moving on from the narrow path
--Two key uncertainties are global trade policy and spare capacity in local economy
--Board doesn’t share market confidence sequence of further cuts will be required
--February cut...

RBA Minutes: Acknowledges Extended Hold Or Hike Possible If Infla...

--Debated Hold Vs Cut; Case for cut stronger on balance
--Accepted risk of extended hold/reversal in future vs holding off rate cut at this meeting
--If inflation proves more persistent cash rate could stay at 4.1% for extended perio...

Analysis: AUD Weakness And RBA Policy

(This Analysis was first published on Monday, March 3 at 2:40 PM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, March 3, 202...

Insight: Bullock’s Transparency Approach Suggests UnAttributed Vo...

(This Analysis was first published on Thursday, February 20 at 8:21 AM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, Februa...

RBA SOMP: 2.7% Trimmed Mean Inflation Profile but Assumes Mkt Pat...

--Trimmed /Headline CPI at 2.7% in June 2027 with cash rate profile in line with mkt
--Cash rate assumption (from mkt) includes 75bps cuts in 2025, 25bps in 2026
--Headline CPI profile 2.6% Dec 2024, 3.7% Dec 2025, 3.1% June 2026 18 Feb 2025, 12:07 PM