Reports Tagged: RBA

April 16, 2026

The inflation problem the Reserve Bank of Australia (RBA) believed it had largely begun to contain has been reignited by price effects stemming from the war on Iran and will

March 19, 2026

The Reserve Bank of Australia (RBA)’s tightening cycle is likely approaching a plateau in May, with a cash rate well above neutral and the voting Board split 5-4 on this

March 13, 2026

The Reserve Bank of Australia (RBA) will likely pull forward a 25‑basis‑point rate hike to next week, completing the reversal of last year’s 75‑point easing cycle. Soaring oil prices have

February 26, 2026

The Reserve Bank of Australia (RBA) will not shy away from hiking rates again as early as next month if it believes price inflation is not abating. The question for

January 30, 2026

The Reserve Bank of Australia (RBA) looks set to reverse course on rates, with persistent underlying inflation driving the Board toward a hike next week. This week’s CPI data reinforced

December 04, 2025

First to cut rates among the industrialized countries, Australia’s central bank might also be first to raise rates next year as the Reserve Bank of Australia (RBA) pivots more sharply

October 28, 2025

The RBA is likely to hold the cash rate at 3.6% on November 3-4, resisting pressure to cut despite a jump in unemployment, as Governor Michele Bullock signals caution against

October 02, 2025

The Reserve Bank of Australia (RBA) shied away from a November rate cut this week, citing domestic data that has come broadly in line with, or even slightly stronger than

August 05, 2025

The Reserve Bank of Australia (RBA) is set to cut its cash rate 25 basis points next week to 3.6%. Our expectation is for a pause at the September 29-30 meeting,

July 09, 2025

The Reserve Bank of Australia (RBA) stunned markets, keeping the cash rate at 3.85%, and defied widespread expectations (including ours) of a 25-basis point cut this week. RBA Governor Michele

June 26, 2025

Australia’s slower inflation rate in May has tilted the odds toward another Reserve Bank of Australia (RBA) rate cut next month, amid growing concern that tariff-related drag—particularly from its top

May 20, 2025

The Reserve Bank of Australia (RBA) announced a 25 basis point cut in its key cash rate overnight in a dovish presentation of the outlook that reflected increased confidence that

May 09, 2025

The Reserve Bank of Australia (RBA) is on track to cut interest rates by another 25 basis points this month to 3.85%, providing support for the economy alongside fiscal relief

March 31, 2025

The Reserve Bank of Australia (RBA) will hold off on a March rate cut but likely tilt guidance toward a May easing using language as it starts to rebalance the

February 12, 2025

The Reserve Bank of Australia (RBA) looks set to serve up its first rate cut in almost five years this month as the balance between considerations of keeping downward pressure

November 13, 2024

Australians are feeling better about the economic outlook including the prospects for lower rates, and while we are ruling out a pre-Christmas rate reduction, the Reserve Bank of Australia (RBA)

October 31, 2024

Australia’s “Goldilocks” third quarter inflation report all but locks in an unchanged 4.35% policy rate at the Reserve Bank of Australia’s (RBA) early November meeting, and vindicates the central bank’s

October 07, 2024

The Reserve Bank of Australia (RBA) is poised to deploy a communications offensive this month to emphasize its hawkish posture relative to its rate-cutting peers in other countries, as it

September 23, 2024

With the Reserve Bank of Australia (RBA) all but certain to stand pat at this week’s policy meeting following last week’s news of sharply stronger-than-expected jobs growth, we guide clients

July 15, 2024

Australia’s sticky inflation readings will revive the Reserve Bank of Australia’s (RBA) debate over whether to hike rates when it meets early next month though we project the Bank will