--Margin shifts had only modest impact on inflation dynamics
--Sector-specific dynamics pushed down margins, inflation in early 2025
--Housing-investor population is ageing, could reduce resilience in downturn
--High DTI ratio...
--Assessing if oil price is influencing inflation expectations, wage bargaining important
--Over time there’s risk of second-round effects if oil prices influence inflation expectations, wage bargaining
(This Analysis was first published on Monday, May 18, at 1:26 PM as an email to subscribers and trialists)
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By Sophia Rod...
Published on: 20 May 2026, 09:04 AM(This analysis was first published at 12:50PM)
By Sophia Rodrigues
(Sydney, May 27, 2026) – The Reserve Bank of New Zealand left the Official Cash Rate unchanged at 2.25% as Governor Anna Bre...
Published on: 27 May 2026, 04:54 PM(This Analysis was first published on Monday, May 25, at 3:10 PM as an email to subscribers and trialists)
(For subscription options, please email info@centralbankintel.com)
By Sophia Rod...
Published on: 27 May 2026, 09:21 AM(This Analysis was first published on Tuesday, September 27)
By Sophia Rodrigues
(Sydney, September 27, 2022)—If 50 basis points rate hike is the new normal, does the shift in global rate vie...
Published on: 29 Sep 2022, 01:00 PM(This Analysis was first published on Thursday, October 7 at 11:51 PM as an email to premium subcribers)
By Sophia Rodrigues
(Sydney, October 7, 2021)—The Reserve Bank of India is an inflatio...
Published on: 08 Oct 2021, 01:27 PM(This Analysis was first published on Tuesday, August 5)
By Sophia Rodrigues
(Sydney, August 5, 2025) – Contrary to general commentary, Federal Reserve Chair Jerome Powell’s comments at...
Published on: 07 Aug 2025, 11:37 AMBy Sophia Rodrigues
(Sydney, November 7, 2022)—The syndication of the 3.75% May 2034 Australian government bond has attracted bids over A$32.1 billion by the close of Sydney hours Monday, a strong outc...
Published on: 07 Nov 2022, 07:34 PM(This article was first published on Tuesday, October 25 at 8:54 PM as an email to premium subscribers)
By Sophia Rodrigues
(Sydney, October 25, 2022)—The Australian Office of Financial Manag...
Published on: 27 Oct 2022, 10:37 PMBy Sophia Rodrigues
In the past few days, I have read several articles about how the mortality rate for coronavirus may be overstated, and therefore it is more important to focus on the accurate* mortal...
Published on: 14 Mar 2020, 12:00 AMThe Reserve Bank of Australia lifted the cash rate by 25bps to 4.35%, delivering its third straight rate hi...
Two external board members of the RBA's Monetary Policy Board are scheduled to deliver speeches in late...
The Reserve Bank of New Zealand left the Official Cash Rate unchanged at 2.25% but signalled it is prepared...
The Reserve Bank of Australia lifted the cash rate by 25bps to 4.10%, making it back-to-back rate hike...
The Australian economy grew 0.8% q/q in the December quarter, data published by the Australian Bu...
Australia's total private new capex rose 0.4% q/q in the December quarter, leading to a 7.8% rise y/y,...
Australia's Consumer Price Index rose 0.4% q/q in January, slowing from a 1.0% rise in December, but th...
Value of construction work done in Australia fell -0.1% q/q in the December quarter and rose 3.0% y/y, data...
The Reserve Bank of New Zealand will have eight monetary policy meetings a year from 2027, up from seven.&n...
Australia's unemployment rate was unchanged at 4.1% in January, data from the Australian Bureau of Stat...