Insight: No Dovishness Underneath RBA’s 25bps Hike

(This Insight was first published on Tuesday, November 1 at 4:05 PM as an email to premium subscribers)

By Sophia Rodrigues

(Sydney, November 1, 2022)—The Reserve Bank of Australia has likely not closed the option of deli...

RBA Preview: Case For 50bps Hike Remains The Stronger One

(This Analysis was first published on Monday, October 31 at 5:09 PM as an email to premium subscribers) 

By Sophia Rodrigues

(Sydney, October 31, 2022)—Based on the Reserve Bank of Australia’s reaction function...

Analysis: Upward Revision To Trimmed Mean CPI Supports Larger RBA...

(This analysis was first published on Wednesday, October 26 at 5:15 PM as an email to premium subscribers)

By Sophia Rodrigues

--Q3 Trimmed Mean CPI Rose More Than Expected
--Trimmed Would Have to Decline Towards 1% For...

Insight: RBA Likely More Confident Economy Reached Full Employmen...

(This Exclusive Article was first published on Monday, October 24 at 4:16 PM as an email to premium subscribers)

By Sophia Rodrigues

--Risk of RBA Revising Wages Growth Higher and Thus Inflation Forecasts
--Full Employme...

RBA Kent: AUD TWI Decline To Add Only 0.2% To CPI Level Over Few...

--Models suggest AUD TWI depreciation will add only 0.2% to CPI level over few years
--Kent reminds TWI has greater bearing on imported inflation than bilateral trade
--Rise in US interest rates not likely to have significant effect...

Analysis: Labor Data, NAB Survey Point To Upside Risk For Inflati...

(This Analysis was first published on Thursday, October 20 at 2:26 PM as an email to premium subscribers)

By Sophia Rodrigues

--Employment Growth Slows Sharply, Participation Rate, Jobless Rate Unchanged
--Labor Data Con...