Insight: Forward-Looking RBA Means Risk Of More Hawkishness

(This exclusive Insight was first published on Tuesday, May 10 at 5:22 PM as an email to premium subscribers)

By Sophia Rodrigues

(Sydney, May 10, 2022)—After spending over 18 months looking in the rare-view mirror, the R...

12 May 2022, 11:12 AM
Analysis: Case Strengthening for 40bps RBA Hike in June

(This Analysis was first published on Tuesday, May 10 at 12:31 PM as an email to premium subscribers

By Sophia Rodrigues

(Sydney, May 10, 2022)—One data that became a clincher for the Reserve Bank of Australia’s dec...

11 May 2022, 03:18 PM
Insight: Watch This Data Next Few Months For RBA’s Hike Path

(This Insight was first published on Friday, May 6 at 4:33 PM as an email to premium subscribers)

By Sophia Rodrigues

(Sydney, May 6, 2022)—Wage price index and national accounts are important data releases before the Res...

09 May 2022, 09:30 AM
Analysis: RBA Lowe’s Pledge Means Risk Of Front-Loaded Rate Hike...

(This Analysis was first published on Wednesday, May 4 at 1:37 PM an an email to premium subscribers)

By Sophia Rodrigues

(Sydney, May 4, 2022)—Until last month, the Reserve Bank of Australia was waiting for evidence that...

06 May 2022, 04:23 PM
Insight: RBA’s 25bps Rate Hike Shows 15bps Was Deemed “Too Cute”

(This Insight was first published on Tuesday, May 3 at 3:34 PM as an email to premium subscribers)

By Sophia Rodrigues

(Sydney, May 3, 2022) – Raising the cash rate target by 15bps was too small, and an increase by 40bps...

06 May 2022, 02:19 PM
RBA Began Rate Hiking Cycle On Rapidly Evolving Inflation, Growth...

--Inflation outlook much stronger than anticipated few months ago
--Terms of trade to reach new peak in 1H of 2022, remain higher thereafter
--RBA considered “rapidly evolving” inflation, growth outlook at May meeting 06 May 2022, 11:45 AM