RBA Hunter: Underlying Household Consumption Momentum Has Improve...

--Genuine improvement seen in underlying household spending momentum
--MARTIN model suggests it takes 9-12 months for monpol to have full impact on output
--Peak effect of inflation takes nearly twice as long as GDP
--Decision...

Insight: Labor Market Unlikely To Support Further RBA Cut Anytime...

(This Insight was first published on Thursday, March 13 at 10:49 PM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, March 13,...

Insight: Did Bullock Want Hold in February and Hauser Cut?

(This Insight was first published on Wednesday, March 5 at 8:49 AM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, March...

RBA Hauser: Moving On From Narrow Path But Uncertainties Ahead

--We are moving on from the narrow path
--Two key uncertainties are global trade policy and spare capacity in local economy
--Board doesn’t share market confidence sequence of further cuts will be required
--February cut...

RBA Minutes: Acknowledges Extended Hold Or Hike Possible If Infla...

--Debated Hold Vs Cut; Case for cut stronger on balance
--Accepted risk of extended hold/reversal in future vs holding off rate cut at this meeting
--If inflation proves more persistent cash rate could stay at 4.1% for extended perio...

Analysis: AUD Weakness And RBA Policy

(This Analysis was first published on Monday, March 3 at 2:40 PM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, March 3, 202...