cash rate

Latest news and analysis on cash rate

Macro

Higher inflation should see the RBA revise up its outlook

History suggests that there is the risk that the RBA revises up its longer term forecasts of inflation.
Kieran Davies
Coolabah Capital
Macro

A spike in unemployment on flat employment as hiring patterns change

A large spike in Australian unemployment and flat employment looks affected by changing hiring patterns.
Kieran Davies
Coolabah Capital
Macro

Policy rules and risks to current market pricing of interest rates

CCI used policy rules to judge the risks around market pricing of rates in the US, euro area and Australia.
Kieran Davies
Coolabah Capital
Macro

National income rebounds and companies keep hiring

Business turnover rebounded in Q3, while payroll jobs continue to trend higher.
Kieran Davies
Coolabah Capital
Macro

Markets are less sure the Fed and RBA will hit their inflation targets

Market measures of expected inflation have picked up, which is unusual this late in the cycle.
Kieran Davies
Coolabah Capital
Macro

A broad recovery in world house prices

House prices are buoyant ahead of an expected rise in unemployment
Kieran Davies
Coolabah Capital
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

Higher Q3 inflation should see the RBA raise rates

The very tight labour market is still easing a little, ahead of key inflation data next week.
Kieran Davies
Coolabah Capital
Macro

Average weekly earnings grow strongly

Another measure of wages shows labour costs are growing strongly.
Kieran Davies
Coolabah Capital
41-50 of 103