RBA August Minutes: Hold And Extended Hold Sufficient to Return I...

--Risk of inflation not returning to target band by late-2025 has materially increased
--Risk of inflation not returning to target within reasonable timeframe had increased
--Rate hike would have been appropriate if risk of inflation...

RBA Hauser: If Unemployment Rises Faster, Inflation Return to Mid...

--Higher Unemployment Vs Forecast More Than Offset Inflation Persistence
--If unemployment rate rises faster, inflation will be back to midpoint target more rapidly
--Key question in run-up to Aug decision: why CPI so unexpectedly pe...

RBA Bullock: Will Not Hesitate To Raise Rates If Needed

--Board explicitly considered whether another rate rise was required
--Vigilant to upside inflation risks; will not hesitate to raise rates if needed
 

By Sophia Rodrigues

(Sydney, August 8, 2024) – The...

Insight: Emphasis on Conditionality in RBA Bullock’s Rate Cut Com...

(This Analysis was first published on Thursday, August 8 at 1000 AM as an email to subscribers and trialists)

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

--Comment Not Forward Guidance; Certainly Not Ti...

RBA August SOMP: Forecasts for Soft Landing Despite Excess Demand

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

--Trimmed Mean/Headline CPI at 2.6% Dec 2026 but with lower cash rate profile
--Headline CPI profile 3.0% Dec 2024, 2.8% June 2025, 3.7% Dec 2025
--RBA up...

Analysis: Odds Of RBA Hike Next Week Not Zero

(This Analysis was first published on Thursday, August 1 at 3:30 PM as an email to subscribers and trialists)

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

--Important to remember central banks are never...