australian cpi

Australia’s inflation re-accelerates, testing the RBA’s credibility as rising CPI and core prices challenge dovish policy bets.

Rate cut priced in, but our models show inflation could remain near the top of the RBA’s target band.

With the latest CPI read coming in softer than expected, the argument for a July rate cut heats up.

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

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

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

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

Global equity markets have continued to perform strongly in December (~3%) after November’s sharp advance higher.

In this wire, I take you through everything you need to know about today's CPI data.

Our model suggests inflation could come in below expectations.