RBA Minutes: Not Yet Time To Move MonPol To Expansionary Stance

--Case for 25bps cut considered stronger vs 50bps, after cut judged to be stronger vs hold
--25bps cut guarded against policy reversal risks, if rate cuts proved to be too rapid
--One reason to hold was monpol was judged not be &ldqu...

Insight: When RBA and Market’s Path Aligned

(This Insight was first published on Monday, May 26 at 5:32PM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, May 26, 2025) &...

RBA Hauser: Don’t count China out

Key themes from China Visit
--Chinese economy turned corner in lead up to April 2
--April 2 tariff announcements genuinely shocked on scale, speed, scope
--China confident it has policy tools, commitment to respond to tariffs<...

Insight: Is 25bps RBA Cut in July a Done Deal?

(This Insight was first published on Wednesday, May 21 at 9:13 PM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, May 21, 202...

RBA SOMP: Cut Underlying Inflation Forecast on Lower Growth, Impo...

--Cuts Cash Rate 25bps to 3.85%
--Lower Cash Rate Profile Expected To Support Activity Amid Global Economic Headwinds
--Trimmed CPI at 2.6% until Dec 2026 with cash rate profile in line with mkt
--Lower Cash Rate Path Would Su...

A Few Thoughts Ahead of RBA Decision Tuesday

(This article was first published on Monday, May 19 at 9:20 PM as an email to subscribers and trialists)

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By Sophia Rodrigues

(Sydney, May 19, 2025)...