rba

House prices have an outsized sensitivity to lower interest rates because the supply of housing is failing to keep pace with strong demand

A more insular US economy is affecting world trade, but there is no sign yet that it is mildly disinflationary for the rest of the world.

Mortgagees and investors have pegged more RBA rate cuts this cycle, but economic data and market pricing is starting to suggest otherwise...

Unless Australia invests more in its workers and technology, poor productivity will leave living standards stuck in a rut.

The RBA has marked down potential growth on slower productivity growth, while trimming the neutral policy rate and lowering the NAIRU.

New bond issues are surging and so are returns. Strong demand and falling rates make now a prime time for fixed income investors.

We test the accuracy of RBA forecasts versus the market & how the RBA and its peers set interest rates using recent history and forecasts.

RBA defies cut bets and holds in its July meeting; resilient data point to rising short yields and curve flattening.

Morgan Stanley’s Chris Nicol says Australia is in a decent spot despite tariffs, slow growth and an expensive stock market.

Find out why we maintain a less dovish view than the RBA on interest rate expectations and favour Australian bonds over U.S. bonds.