RBA Hunter: Not Concerned About De-Anchoring Of Inflation Expecta...

--Not currently concerned inflation expectations could become de-anchored in near term
--Inflation expectations not de-anchored through current high inflation experience
--RBA Board constantly alert for signs of de-anchored inflation...

RBA Kent: Would Consider TFF Type Tool Again in Extreme Circumsta...

--Total cost of TFF to RBA A$9 billion
--Material financial cost because of fixed rate on TFF
--Around A$4 billion cost was due to TFF extension
--Greater focus on upside economic outcomes could have led to different TFF calib...

RBA Minutes: Hawkish tone even with removal of rate cut unlikely...

--Easing financial conditions make rate hike plausible even if Aug forecasts came to pass
--Financial conditions eased over prior months as cash rate expectations, bond yields declined, equities rose
--Removed line rate cut unlikely...

Insight: Some Thoughts on RBA Cut Possibility in December

(This Analysis was first published on Monday, September 30 at 10:08 PM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, Septem...

RBA FSR: Few Borrowers At Default Risk Even If Jobless Rate Rises...

--Financial pressures expected to ease as inflation moderates, stage 3 tax cuts
--But some h’holds, biz  could face challenges from labor mkt easing, subdued econ growth
--Number of loans in arrears likely to rise slightly...

Analysis: Slight Dovish Shifts In RBA’s September Decision, Bullo...

(This Analysis was first published on Wednesday, September 25 at 2:54 PM as an email to subscribers and trialists)

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

By Sophia Rodrigues

(Sydney, Sept...