RBA Analysis: Takeaway From Recent Fed Experience

(This Analysis was first published on Monday, June 16 at 6:47 PM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, June 16, 202...

RBA Insight: May Meeting Debates Show No Case For July Cut Yet

(This Insight was first published on Thursday, June 12 at 6:15 PM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, June 12, 20...

Analysis: Australia GDP Detail May Not Support RBA July Cut

(This Analysis was first published on Wednesday, June 4 at 8:07 PM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, June 4, 20...

Insight: RBA’s Baseline Rate Cut Path Compromises Inflation Timel...

(This Insight was first published on Monday, June 2 at 11:07 PM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, June 2, 2025)...

RBA Hunter: Will Adjust Policy Based On Current Conditions vs SOM...

--Will monitor carefully which of 3 scenarios in SOMP is closest to how things unfold
--Sustained fin conditions tightening embodied in trade war downside scenario
--Recent AUD recovery vs USD unusual vs historical experience
...

RBA Minutes: Not Yet Time To Move MonPol To Expansionary Stance

--Case for 25bps cut considered stronger vs 50bps, after cut judged to be stronger vs hold
--25bps cut guarded against policy reversal risks, if rate cuts proved to be too rapid
--One reason to hold was monpol was judged not be &ldqu...