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...

Analysis: Don’t Confuse RBA Transparency with More Dovishness

By Sophia Rodrigues

The minutes of the Reserve Bank of Australia’s appears more dovish that many expected but the reason is not because the RBA is more dovish but because it is more transparent.

In the minutes of the Nove...

OPINION: RBA Forecasts With a Different Exchange Rate Path. That’...

By Sophia Rodrigues

Call it more transparency or a sign of things to come but it was interesting how for the first time ever, the Reserve Bank of Australia gave an insight into what its quarterly forecasts for the economy would look like...