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...

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...

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...

Analysis: Fading China Stimulus Post-Trade Deal Risk for Australi...

By Sophia Rodrigues

The signing of phase one of US-China trade deal marks a de-escalatation in their two-year long trade dispute but it is unclear if this will lead to a reduction in uncertainty and encourage business investment. As long...

Opinion: RBA Lowe May Have Chance Of Hitting Inflation Target Thi...

By Sophia Rodrigues

For the first time since taking over as the governor of the Reserve Bank of Australia in September 2016, there’s a possibility Philip Lowe might see inflation accelerating towards the mid-point of the 2% to 3% t...

Analysis: Money Market Underpricing Risk of Feb RBA Cash Rate Cut

By Sophia Rodrigues

Australia’s money market may be underpricing the risk of a cut in the Reserve Bank of Australia’s cash rate in February as decline in consumer and business sentiment due to the ongoing bushfires adds...