australia inflation

The RBA cut rates, but was cautious in signalling more cuts given underlying inflation is no longer forecast to hit the 2½% target.

Annualised core US inflation rose to 3.8% in January up from a 1.7% trough in July, although some economists point to US PCE still falling.

CommSec’s Ryan Felsman discusses market rotations, key risks, and what lies ahead for 2025.

Updated RBA estimates of spare capacity suggest that demand still exceeds supply, both in terms of activity and the labour market.

The RBA has highlighted how policy is less tight than other countries, such that inflation is higher than in nearly all its peers.

The RBA optimistically expects inflation will return to target without spare capacity emerging in the economy.

Data from CBA shows inflation is disproportionately impacting younger, working-age Australians, while it benefits the older demographics.

History suggests that the RBA finds it very hard to fine-tune the economy.

Underlying inflation is proving more persistent than the RBA had expected.

Key Points: • Global electricity demand is expected to continue to rise in the decades ahead, driven by emerging markets trending towards developed market status, the...

The first ever Signal or Noise Economists' Roundtable parses through the key policy issues affecting today's investing environment.

History suggests that there is the risk that the RBA revises up its longer term forecasts of inflation.

High inflation reinforces that the RBA should have raised rates by more last year, in line with its peers.

Australian inflation has ticked up - is this a bump in the road or was the end of 2023 the bottom?

Underlying inflation is tracking in line with the RBA's forecast, with strong services inflation contrasting with falling goods prices.

It is the one area of the inflation report that is still too stubborn to come down. But relief may be on the way sooner than the RBA thinks.

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.

Inflation has slowed sharply and markets now assume the RBA has slayed the inflation dragon and is pricing the first rate cut by mid-year.

Inflation falls below 4% on a headline level for the first time since the December quarter of 2021. But now, the hard work begins.

The Treasurer has been reported as saying the RBA Governor said the changes to the stage 3 tax cuts won’t be inflationary.