Analysis: RBA’s Spare Capacity Comment Has Implication For Cash R...

(This Analysis was first published on Wednesday, October 19 at 4:16 PM as an email to premium subscribers)

By Sophia Rodrigues

(Sydney, October 19, 2022)—Recent labor market reports have challenged the Reserve Bank of Aus...

RBA: 25bps Hike Argument Rested On Growth Risks, Potential For In...

--Arguments for 25bps and 50bps hike were finely balanced
--Reason for 25bps rested on growth risks and potential for inflation to “subside quickly”
--Argument for 50bps stemmed from inflation environment and risks to inf...

RBA Bullock: Sharp Deterioration In Global Econ Environment One R...

By Sophia Rodrigues

(Sydney, October 18, 2022)—A sharp deterioration in international economic environment was one of the reasons the Reserve Bank of Australia decided a smaller cash rate increase of 25 basis was warranted in Octob...

Insight: RBA’s Language Clearly Suggests 25bps Was Not A Pivot

(This article was first published on Friday, October 14 at 1:15 PM as an email to premium subscribers)

By Sophia Rodrigues

(Sydney, October 14, 2022)—If pivot means the Reserve Bank of Australia will not go back to raisin...

Analysis: Core Inflation And Risk Of 50bps RBA Hike In November

(This Analysis was first published on Tuesday, October 11 at 1:00 PM as an email to premium subscribers)

By Sophia Rodrigues

(Sydney, October 11, 2022)—The Reserve Bank of Australia’s seemingly relaxed approach towa...

RBA Ellis: Models Show Real Neutral Rate Just Under 1%

By Sophia Rodrigues

(Sydney, October 12, 2022)—Australia’s neutral real rate is just under 1 per cent, based on the average of the nine models used by the Reserve Bank, assistant governor Luci Ellis said Wednesday.

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