RBA Hauser: Supply Constraints Could Prevent Further Policy Easin...

--Latest projections show inflation settling slightly above target midpoint if one more rate cut
--Credible econ path is supply constraints may mean little room for further policy easing
--GDP growth began with highest capacity utili...

RBA SMP: Forecasts Suggests Risk Of Cash Rate On Hold For Longer

--December 2027 headline CPI, trimmed mean forecast 2.6%
--June 2026 headline CPI 3.7%, December 2026 3.2%
--December 2025 trimmed mean 3.2%; December 2026 2.7%
--Nominal AENA forecast for December 2026 3.3%
--Risks to...

RBA Kent: Cash Rate Setting Aims At Delivering Appropriate Financ...

--Cash rate adjustment ultimately aimed at right financial conditions setting
--Neutral rate estimates form only part of our assessment of financial conditions
--Cash rate vs neutral, financial indicators, RBA forecasts help judgment...

RBA Hunter: Productivity Assumption Material Risk For Monetary Po...

--Productivity outlook is one of the “material” risks to both sides of Aug forecasts
--Continually reassess econ outlook; adjust policy as appropriate as new info comes to hand
--Actively analysing if labour mkt, econ con...

RBA Minutes: Reassessment Of Econ Balance Points To Hold in Nov

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--Combination of higher inflation and stable labour mkt implies assumption about demand/supply balance was incorrect
--Recent information showed Chinese mkt mome...

RBA External Board Members Allowed to Share Own Views

By Sophia Rodrigues

(Sydney, September 22, 2025) – The external members of the RBA’s Monetary Policy Board are allowed to share their own views but are generally expected to convey the Board’s collective position when i...