Analysis: Bold Productivity-Related Assumptions Underline RBA’s 3...

(This Analysis was first published on Friday, August 15 at 12:20 AM as an email to subscribers and trialists)

(For subscription options please email Sophia@centralbankintel.com)

By Sophia Rodrigues

(Sydney, August 15,...

RBA SOMP: Perfect Forecasts Point to 3.1% Cash Rate By Early 2026...

--Baseline based on mkt pricing of 3.1% cash rate shows inflation sustainably at target midpoint
--Current cash rate path falls within the range of neutral
--Productivity downgrade to 0.7% from 1.0% medium-term has no impact on infla...

Analysis: Microscoping RBA’s Neutral Rate Next Week From Indicat...

(This Analysis was first published on Sunday, August 10 at 3:57 PM as an email to subscribers and trialists)

(For subscriptions options, please email Sophia@centralbankintel.com)

By Sophia Rodrigues

(Sydney, August 10...

Analysis: RBA Rate Cut Assured Next Week; Productivity Assumption...

(This Analysis was first published on Thursday, August 7 at 9:54 PM as an email to subscribers and trialists)

(For subscriptions options, please email Sophia@centralbankintel.com)

By Sophia Rodrigues

(Sydney, August 7...

RBA Bullock: Latest Labour Data In Line With May Forecast, Not “S...

--Latest labour data in line with our May forecasts
--Some coverage suggested labour data was a “shock”
--Leading indicators not pointing to further significant rise in unemployment rate
--RBA doesn’t target...

RBA Minutes: Public May Be Misinterpreting Neutral Based On Alter...

--May forecasts suggest neutral rate little over 3%
--Monetary policy stance still modestly restrictive, but financial conditions eased further
--All agreed on more rates reduction but focus was timing and extent
--Private dem...