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...

PREVIEW: Rising House Prices, Steady AUD to Support Unch RBA Cash...

By Sophia Rodrigues

Between more monetary easing and an unchanged cash rate, the Reserve Bank of Australia is likely to opt for the latter as it judges a rate cut would unnecessarily hurt household sentiment and thus spending, thus offse...

Analysis: Threshold for RBA QE Low if Lowe Right About H’Hold Deb...

By Sophia Rodrigues

If Reserve Bank of Australia governor Philip Lowe’s view on household debt is correct, the threshold to consider Quantitative Easing may not be as high as it appears, making second half of 2020 as a likely timin...

Insight: QE Not on RBA Mind Now But Future Not Ruled Out

By Sophia Rodrigues

The Reserve Bank of Australia is not thinking about Quantitative Easing as a policy option right now but thinks there’s a possibility, albeit low, that it might be required in the future.

The emphasis...

Analysis: RBA QE Unlikely If House Prices Continue Rising

By Sophia Rodrigues

There is a  lot of hype around Reserve Bank of Australia governor Philip Lowe’s speech on Unconventional Monetary Policy next week but markets should prepare for a disappointment because it is unlikely Lowe...

Analysis: RBA’s Inflation Forecasts More Uncertain As Exch Rate I...

By Sophia Rodrigues

The lower exchange rate has been an important driver of Australia’s inflation for over a year but its support is expected to diminish over the next year, raising questions on the outlook for inflation, and thus...