australia inflation

Latest news and analysis on australia inflation

Macro

RBA Governor Bullock: Australia has a "homegrown" inflation problem, more rate hikes are likely

At the Australian Business Economists' flagship event, Reserve Bank Governor Michele Bullock signalled the Bank may not be done yet.
Hans Lee
Livewire Markets
Macro

A likely "material upward revision" to the RBA's inflation outlook

The big forecast miss on Q3 inflation risks a slower return of inflation to target
Kieran Davies
Coolabah Capital
Macro

RBA should hike in November on higher inflation

Underlying inflation is tracking well above the RBA's forecast profile
Kieran Davies
Coolabah Capital
Macro

Strong unit labour costs challenge the RBA

Strong unit labour costs risk delaying the return of inflation to the 2-3% target band
Kieran Davies
Coolabah Capital
Macro

Average weekly earnings grow strongly

Another measure of wages shows labour costs are growing strongly.
Kieran Davies
Coolabah Capital
Macro

Mixed signals on inflation: What do they mean for Aussie stocks and bonds?

We speak to purveyors of both stocks and bonds about what's happening in inflation and how they're positioned currently.
COL
CSL
+5
Glenn Freeman
Livewire Markets
Macro

What’s driving inflation and what does it mean for monetary policy?

There has been an argument in recent months suggesting corporate profits are driving inflation. In this wire, I'll argue why that's wrong.
Jonathan Kearns
Challenger
Macro

The way inflation is calculated could be flawed. Here's one potential solution

The last two years have been dominated by inflation and rate hikes. But what if the data, not the policymakers, are at fault?
Hans Lee
Livewire Markets
Macro

High underlying inflation places pressure for a July rate hike

Underlying inflation remains uncomfortably high.
Kieran Davies
Coolabah Capital
Macro

History points to the risk of tight monetary policy

Past rate hike cycles have seen tight monetary policy to control inflation.
Kieran Davies
Coolabah Capital
Macro

The lucky country has become the lazy country

Businesses appear focused on paying shareholders rather than building new equipment/technology, creating a productivity/inflation problem.
Christopher Joye
Coolabah Capital
Macro

Strong unit labour costs continue to drive high domestic inflation

Strong unit labour costs account for the bulk of high domestic inflation.
Kieran Davies
Coolabah Capital
Macro

The RBA hikes again & signals the risk of more to come

The RBA is worried by high inflation and wants to anchor expectations.
Kieran Davies
Coolabah Capital
Commodities

2023…Sitting in the Eye of the Inflationary Storm (Part Two)

Yes, the world needs to end its reliance on fossil fuels, but we still live in an oil economy.
James Cooper
Fat Tail Investment Research
Macro

What's left to keep inflation high?

With energy and fuel prices falling, global supply chain pressures easing and slowing food inflation, what's left to keep CPI higher?
Max Pacella
Rest Super
Asset Allocation

Is the RBA Really That Bad?

The RBA has been roundly criticised since it began its rate hiking cycle, yet it hasn’t really been that out of step with their global peers
Alex Cathcart
Drummond Capital Partners
Asset Allocation

The Astute Investor Podcast | Inflation, supply chains, and the energy transition

LGT Crestone’s Chief Investment Officer, Scott Haslem, interviews Frances Lim, Head of Asia Pacific Macro at KKR.
Scott Haslem
LGT Crestone
Macro

Signal or Noise: 3 commodities (and 5 stocks) navigating the geopolitical risks of 2023

Signal or Noise conducts a deep dive into the global commodities market and the structural factors affecting it.
IPL
NUF
+2
Hans Lee
Livewire Markets
Macro

Australia’s latest inflation report all but guarantees another RBA rate hike

It's another scorcher, and no one is feeling hotter (or more under pressure) than Reserve Bank Governor Philip Lowe.
Hans Lee
Livewire Markets
21-39 of 39