Analysis: RBA Rate Unchanged On Lower AUD, Housing View Upgrade

By Sophia Rodrigues

The lower Australian dollar and an upgrade in view on housing sector are two main reasons behind the Reserve Bank of Australia’s decision to leave the cash rate unchanged at 0.75% at the first board meeting of t...

04 Feb 2020, 03:13 PM
Analysis: Lower AUD Means RBA Unlikely to Spring Rate Cut Surpris...

By Sophia Rodrigues

Anyone expecting the Reserve Bank of Australia to pull a surprise on Tuesday is likely to be disappointed because the fall in the Australian dollar since November means there is no pressing need for a cut now.

...

03 Feb 2020, 04:16 PM
Analysis: Gentle Turning Point for Australia Inflation?

By Sophia Rodrigues

The Reserve Bank of Australia has been making reference to gentle turning point for Australia’s growth but the latest inflation data shows it can now extend this reference to inflation too.

So, at leas...

29 Jan 2020, 01:57 PM
Analysis: Would 2020 Be the Year of RBA FX Intervention?

(this is the second of my two-part story on forex intervention)

By Sophia Rodrigues

There was one line in the recent U.S. Treasury report on foreign-exchange policies of major trading partners that went largely unreported...

24 Jan 2020, 12:00 AM
Analysis: Jobs, Housing Sentiment May Give RBA Enough Reasons to...

By Sophia Rodrigues

Australia’s labor force report for December was an all-round positive one, and comes against the backdrop of improving housing market sentiment. This, together with a largely stable Australian dollar, could make...

23 Jan 2020, 01:10 PM
Analysis: Resisting FX Intervention RBA’s Biggest Policy Mistake...

By Sophia Rodrigues

It was sometime in late-2010, the then U.S. Treasury-Secretary Tim Geithner signalled tolerance for a weak US dollar. Although he later denied it, I always considered that a watershed moment.

For the first t...

22 Jan 2020, 03:51 PM