cash rate

The RBA remains on track to raise rates again next week and a reassessment of its key assumptions could open the door to further hikes.

Core inflation slowed in August, reducing the odds of an expected RBA rate rise in November.

The RBA resumed raising interest rates, retaining a tightening bias that was watered down in the press conference.

Still-high underlying inflation has picked up and is running above the RBA's forecast profile.

As Fiscal 2027 begins, investors face a market shaped by a myriad of forces including shifting equity leadership and uncertain bond markets.

House prices, which have stalled on RBA rate rises, could fall by 4-9% on tax changes, potentially reducing the peak in the cash rate.

The RBA is underachieving on inflation and overachieving on employment, with monetary policy that is hardly restrictive.

We narrowly favour a rate hike in March .with scenario work suggesting the cash rate could reach 4¼-4¾% on persistent inflation.

Investors are still driving the housing market, but government financial assistance has driven a surge in demand from first-time buyers.

The first rate rise since 2023 should worry investors and the RBA might not be done there.