Inflation is rearing its ugly head again in the US and UK. Santa may find that the fire at the end of the chimney is hotter than he bargained for! Meanwhile, in Australia, the RBA has signalled that interest rate cuts are on their way as the Australian ...
Learn moreWhether it is retail sales in Australia and China, consumer spending in Japan, increased GDP growth in the euro area, or a jubilant stock market in the US, there is suddenly more optimism in the air. Of course, there is also increased policy uncerta...
Learn moreWhile the world holds its collective breath for the outcome of the US election, the RBA finds itself stuck with sticky service inflation. What happened in Australia? The RBA just can’t win. While inflation has fallen from 3.8% in the June ...
Learn moreThe RBA left rates on hold at 4.25%. The RBA does not want to have to raise rate but it is deeply concerned about the forecasted path of inflation. Inflation is now expected to take even longer to fall within the target band! For the mome...
Learn moreLike a heroine in a horror movie that suddenly feels that something is not quite right, the RBA Board is starting to feel a little uneasy. Sure inflation is still sticky, the labour market tight, and the economy slowing but the consumer is reducing thei...
Learn moreThe cash rate was left unchanged on Tuesday. It’s been a bumpy ride over the last 6 months in terms of economic data according to RBA Governor Michele Bullock. The weight of data in the last half of 2023 and early 2024 suggested that the next ...
Learn moreThe cash rate was left unchanged on Tuesday. RBA Governor Michele Bullock channelled Paul Atreidies at her press conference in talking about “keeping on the narrow path” to a soft landing. However, in terms of interest rate cuts, we are ...
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