rba

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

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.

An investment outlook Q&A on the big questions facing investors today.

Markets had hoped for tighter fiscal policy and a larger reduction in the supply of government debt in last night's Commonwealth budget.

Uncertainty prevails right now, and that calls for calm heads.

Oil shocks are stagflationary, limiting the scope of central banks to cut interest rates.

A sustained energy price shock would run the risk of high inflation and recession.

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.

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