Everything everywhere is happening at once. The bond sell-off continued over the month even as the Fed increased the cash rate. Oil flow from the Middle East is nearing pre-war levels, but oil and diesel prices remain high. And the world freaked out abo ...
Learn moreEverything everywhere is happening at once. The bond sell-off continued over the month even as the Fed increased the cash rate. Oil flow from the M ...
Learn moreEverything everywhere is happening at once. The bond sell-off continued over the month even as the Fed increased the cash rate. Oil flow from the M ...
Learn moreThe RBA raised interest rates by 25 bps to 4.1%. It was a split decision, with five members of the Board voting for the increase and four voting to leave rates at 3.85%. Recent data confirmed to the RBA that there is still too much inflationary pres ...
Learn moreThe RBA kept interest rates unchanged at 3.6%. It was a unanimous decision. Recent data has inflation risk moving to the upside. This has pushed the Monetary Policy Board’s thinking towards holding for now, with possible future rises. The Boar ...
Learn moreStronger than expected inflation data for the September quarter and a jump in unemployment in Australia have scuttled any chance of a rate cut soon. Despite disappointment from mortgage holders, the RBA remains calmly confident and cautious. The US gove ...
Learn moreThe RBA kept interest rates unchanged at 3.6%. It was a unanimous decision. And so it came to pass that the last two higher than expected monthly inflation indicators begot a higher than expected September-quarter inflation result. And the RBA gover ...
Learn moreLike President Donald Trump’s escalator stopping at the UN, the US Federal Government’s shutdown is producing some outrage, but is largely a non-event. What is important is that the US economy is holding up despite employment and inflation m ...
Learn moreDespite the market having the probability of a 25 bps cut at 97%, the RBA decided to keep the rate on hold at 3.85%. The decision was 6 in favour and 3 against. Both headline inflation and the RBA’s preferred measure trimmed-mean inflation are ...
Learn moreThe RBA left the official cash rate unchanged at 4.1% This meeting marked the first meeting of the RBA’s new Monetary Policy Board (MPB). In line with previously announced changes, the RBA has now split the RBA Board into the MPB and the G ...
Learn moreContinuing good inflation data in the US has sent markets into the “great rotation”. However, the Federal Reserve still needs a little more good news before it decides to cut. In Australia, the all-important June quarter CPI print was a mixe ...
Learn moreWith the latest quarterly inflation data surprising on the upside, the RBA raised interest rates on Melbourne Cup Day “Without a fight”. Prior to the September quarterly inflation data, the market believed that another interest rate increase ...
Learn moreThe RBA and Federal Reserve are both having a breather as inflation continues to head in the right direction. More interest rate increases are coming but their economies are proving resilient. The UK is an outlier with its stubbornly higher inflation. C ...
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