RBA Minutes: Potential scenarios but none point to cut even in ea...

--Monpol judged to be restrictive but degree uncertain
--Material decline in inflation could warrant rate cut but need more than one good CPI
--Monpol might need to be adjusted if stance not as restrictive as had been judged
-...

RBA Kent: Worth Reviewing Approach to Forward Guidance, Reaction...

--Worth reviewing RBA’s forward guidance approach, including clarifying reaction function
--Difficult for 6 part-time board members to provide guidance like other 3 full-time
--No evidence overall monpol is more potent overall...

RBA and Chatham House Rule

By Sophia Rodrigues

(Sydney, November 15, 2024) – At a recent Parliamentary testimony, the Reserve Bank of Australia was probed further on the banks it had reprimanded for “leaking to outsiders discussions at private meetings...

Insight: RBA And Missed Rate Hike Opportunities

(This Insight was first published on Friday, November 8 at 8:08 PM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, November 8...

Analysis: Trump Tariff Impact on RBA MonPol Rests On China’s Reac...

(This Analysis was first published on Thursday, November 7 at 1100 PM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, Novembe...

RBA November SOMP: Finally a 2.5% Inflation Forecast (End-2026)

--Trimmed Mean/Headline CPI at 2.5% Dec 2026 with cash rate profile broadly unchanged vs Aug
--Headline CPI profile 2.6% Dec 2024, 3.7% Dec 2025, 3.1% June 2026
--Trimmed Mean profile 3.4% Dec 2024, 2.8% Dec 2025, 2.7% June 2026
05 Nov 2024, 02:50 PM