Insight: RBA’s Baseline Rate Cut Path Compromises Inflation Timel...

(This Insight was first published on Monday, June 2 at 11:07 PM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, June 2, 2025)...

RBA Hunter: Will Adjust Policy Based On Current Conditions vs SOM...

--Will monitor carefully which of 3 scenarios in SOMP is closest to how things unfold
--Sustained fin conditions tightening embodied in trade war downside scenario
--Recent AUD recovery vs USD unusual vs historical experience
...

RBA Minutes: Not Yet Time To Move MonPol To Expansionary Stance

--Case for 25bps cut considered stronger vs 50bps, after cut judged to be stronger vs hold
--25bps cut guarded against policy reversal risks, if rate cuts proved to be too rapid
--One reason to hold was monpol was judged not be &ldqu...

Insight: When RBA and Market’s Path Aligned

(This Insight was first published on Monday, May 26 at 5:32PM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, May 26, 2025) &...

RBA Hauser: Don’t count China out

Key themes from China Visit
--Chinese economy turned corner in lead up to April 2
--April 2 tariff announcements genuinely shocked on scale, speed, scope
--China confident it has policy tools, commitment to respond to tariffs<...

Insight: Is 25bps RBA Cut in July a Done Deal?

(This Insight was first published on Wednesday, May 21 at 9:13 PM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, May 21, 202...