rba

Morgan Stanley gives its ASX 200 target, whether we get rate cuts in 2026 and the big themes for the Australian economy.

High inflation in Q3 has seen the RBA worry that it has the wrong take on spare capacity in the economy, ruling out further rate cuts.

Wilson Asset Management's Matt Haupt says the RBA's decision had been in the post. He's more interested in the global growth story.

Inflation spiked in Q3, posting one of the largest ex-COVID increases in the inflation targeting era, well above the RBA's forecast.

A surge in inflation in Q3 points to rates on hold for the rest of thus year and a much reduced chance of a cut next year

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.