RBA Plumb: Focus Remains On Quarterly Inflation Outcomes

--Reminds forecasts assume higher cash rate and higher exchange rate
--Share of items with CPI over 2.5% increased noticeably in 2025
--Removed modest downward judgement to inflation forecast put in Aug 2025 forecasts
--Also r...

Analysis: Some Odds Remain For RBA March Hike After Labour Data,...

(This Analysis was first published on Thursday, February 19, at 7:46 PM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, Febru...

RBA Lifted Cash Rate To Prevent Inflation Staying Above Target Fo...

--Risks to both objectives shifted materially since previous meeting
--Downside risk to full employment objective appeared to have abated
--Members no longer confident financial conditions were restrictive
--Without policy res...

RBA Hunter: Labour Market Slack Not Necessary for Inflation to Re...

--Non-accelerating part of NAIRU definition is a bit outdated
--A bit too much pressure on both employment, inflation objectives
--Labour market remains somewhat tight
--Labour mkt persistent tightness consistent with inflatio...

Analysis: Could RBA Hike Again in March?

(This Analysis was first published on Wednesday, February 11, at 12:07 AM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, Feb...

RBA SMP Suggests Risk Of Cash Rate Rise To 4.35% Peak

By Sophia Rodrigues

--Forecasts based on cash rate peak of 4.4%, 5% higher TWI vs Nov
--June 2028 Trimmed Mean Forecast 2.6%, December 2027 2.7%
--Private demand growth much stronger than expected in 2H2025
--Total i...