Analysis: Did RBA’s Equity Position Turn Negative?

(This Analysis was first published on Monday, May 30 at 4:25 PM as an email to premium subscribers)

By Sophia Rodrigues

(Sydney, May 30, 2022)—Earlier this month, the Reserve Bank of Australia’s capital position cam...

Analysis: Upside Risk To RBA’s Inflation Forecast From Electricit...

(This analysis was first published on Monday, May 30 at 11:04 AM as an email to premium subscribers)

By Sophia Rodrigues 

(Sydney, May 30, 2022)—The Reserve Bank of Australia has likely underestimated the likelihood...

Analysis: Pressure on RBA as Terms of Trade Hits New Record in Ma...

(This Analysis was first published on Tuesday, May 31 at 12:12 PM as an email to premium subscribers)

By Sophia Rodrigues

(Sydney, May 31, 2022)— Australia’s terms of trade reached a new record in the March quarter,...

Analysis: Market May Be More Correct On RBA Cash Rate Yet Again

(This Analysis was first published on Thursday, May 26 at 6:16 PM as an email to premium subscribers)

By Sophia Rodrigues

(Sydney, May 26, 2022)—Australia’s money market is currently forecasting around 2.5% Reserve...

OPINION: What RBNZ’s OCR Forecast Means for RBA

(This brief article was first published on Wednesday, May 25 at 12:59 PM as an email to premium subscribers)

By Sophia Rodrigues

(Sydney, May 25, 2022)—There is an important takeaway for Australia’s money market fro...

RBA Ellis: Watching Out For Rise In Actual Housing Rents Paid

--Rise in actual housing rents paid something to watch out for
--Expect price “shift” as demand for new housing fades, interest rates rise
--But difficult to know when that will happen
--Fall in average household s...