rba

As the cash rate comes down, income opportunities are becoming thin on the ground for those chasing decent yields

RBA staff have revised down the estimated neutral rate cash rate to c2¾%, although it is not clear if policy-makers take it at face value.

Matthew Haupt from Wilson Asset Management and Tim Johnston from Tyndall Asset Management analyse stocks set to benefit from rate cuts.

The latest US tariffs plus extreme policy uncertainty point to a sharp decline in US output and the risk of a synchronised global downturn

The former RBA Governor says Australia is obsessed with interest rates like no other country, and it is distracting us from bigger issues.

The RBA cut rates, but was cautious in signalling more cuts given underlying inflation is no longer forecast to hit the 2½% target.

Plus, how high is the bar for the ASX-listed banks in 2025?

The new state government is forecasting a substantially worse budget outlook, with a massive increase in public debt.

Updated RBA estimates of spare capacity suggest that demand still exceeds supply, both in terms of activity and the labour market.

US economic outperformance reflects superior labour productivity, while Australia continues to be powered by strong population growth.