Insight: RBA’s Strategy Of Prolonging Rate Hike Cycle

(This Insight was first published on Thursday, November 3 at 9:13 PM as an email to premium subscribers)

By Sophia Rodrigues

(Sydney, November 3, 2022)—Dragging the interest rate tightening cycle at a time when elevated i...

RBA: Persistent High Inflation Could Lead To Shift In Wage, Price...

--Inflation is currently too high
--Global financial conditions have already tightened noticeably
--Inflation composition expected to shift, with higher inflation in more persistent and non-discretionary
--Liaison indicates hi...

RBA Lowe Warns Of Risk Of Getting “Knocked Off” Narrow Path To Ac...

--Travelling Along Narrow Path But Could Be Knocked Off, Not Least Becoz Of Global Developments
--Possible To Say Almost All Australians Who Want A Job Can Find One
--Discussed Consequences Of Not Raising Rates And Allowing High Infl...

Insight: No Dovishness Underneath RBA’s 25bps Hike

(This Insight was first published on Tuesday, November 1 at 4:05 PM as an email to premium subscribers)

By Sophia Rodrigues

(Sydney, November 1, 2022)—The Reserve Bank of Australia has likely not closed the option of deli...

RBA Preview: Case For 50bps Hike Remains The Stronger One

(This Analysis was first published on Monday, October 31 at 5:09 PM as an email to premium subscribers) 

By Sophia Rodrigues

(Sydney, October 31, 2022)—Based on the Reserve Bank of Australia’s reaction function...

Analysis: Upward Revision To Trimmed Mean CPI Supports Larger RBA...

(This analysis was first published on Wednesday, October 26 at 5:15 PM as an email to premium subscribers)

By Sophia Rodrigues

--Q3 Trimmed Mean CPI Rose More Than Expected
--Trimmed Would Have to Decline Towards 1% For...