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...

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.

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...