RBA Hunter: Watching Housing Market For Impact On Inflation, Labo...

--Housing market response to RBA cuts stronger than anticipated
--Watching how it unfolds and its impact on inflation, labour market goals
--Exploring if inflation dynamics have changed – are costs now passed on quickly
...

RBA SMP: Discussed Scenarios Ahead Of Unchanged Cash Rate And Eas...

RBA SMP: Discussed Scenarios Ahead Of Unchanged Cash Rate And Easier Monpol

--Financial conditions still slightly restrictive but also possible it is no longer the case
--Central Forecast is for economy to stay broadly in balance,...

Analysis: Monthly CPI Switch Erases What Little February RBA Cut...

(This Analysis was first published on Monday, November 17, at 10:56 PM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, N...

Analysis: Watch For Upside Risks Not Captured In RBA’s Current Fo...

(This Analysis was first published on Thursday, November 13, at 11:13 PM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, Nove...

RBA Hauser: Supply Constraints Could Prevent Further Policy Easin...

--Latest projections show inflation settling slightly above target midpoint if one more rate cut
--Credible econ path is supply constraints may mean little room for further policy easing
--GDP growth began with highest capacity utili...

RBA SMP: Forecasts Suggests Risk Of Cash Rate On Hold For Longer

--December 2027 headline CPI, trimmed mean forecast 2.6%
--June 2026 headline CPI 3.7%, December 2026 3.2%
--December 2025 trimmed mean 3.2%; December 2026 2.7%
--Nominal AENA forecast for December 2026 3.3%
--Risks to...