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Market Wraps
rba
Latest news and analysis on rba
Macro
June 28, 2024 13:15
How should your portfolio be positioned if the RBA's next move is a hike?
AMP's Shane Oliver and Oreana's Isaac Poole are here to quell your concerns and turn them into opportunities.
Hans Lee
Livewire Markets
June 28, 2024 13:15
Macro
June 27, 2024 14:30
Straw that breaks the RBA’s back? Does CPI “shocker” guarantee an August rate hike?
The consensus in the market and among brokers is converging on an interest rate hike in August, but it’s far from a certainty.
Carl Capolingua
Livewire Markets
June 27, 2024 14:30
Macro
June 26, 2024 12:59
The RBA should hike in August
Underlying inflation is proving more persistent than the RBA had expected.
Kieran Davies
Coolabah Capital
June 26, 2024 12:59
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Fixed Income
June 19, 2024 12:17
A statement of ifs and
buts
Will the RBA’s gentler approach continue to work? Find out in this edition of The Rate Debate.
Darren Langer
Yarra Capital Management
June 19, 2024 12:17
Macro
June 18, 2024 16:08
The RBA did not consider a cut at its June meeting - but it did consider a hike
The narrow path to a soft landing, in the RBA Governor's own words, "appears to be getting narrower".
Hans Lee
Livewire Markets
June 18, 2024 16:08
Macro
June 13, 2024 10:41
Policy rules point to central banks diverging on rates
A policy rule still points to a slow/shallow rate cut cycle in the US, steady rate cuts in the EA, and that the RBA should hiked a bit more.
Kieran Davies
Coolabah Capital
June 13, 2024 10:41
Macro
June 06, 2024 14:12
A more resilient consumer and excess savings
The consumer looks in better shape than the RBA had feared, with spending revised up as households tap still-substantial excess savings.
Kieran Davies
Coolabah Capital
June 06, 2024 14:12
Macro
May 31, 2024 17:00
May 2024 Podcasts
Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
May 31, 2024 17:00
Macro
May 31, 2024 11:22
US & EA wages growth shows a sharp improvement, with AUS & NZ lagging
Advertised wages growth is at/near pre-COVID levels in the US & EA, while still-high growth in AUS & NZ should improve this year.
Kieran Davies
Coolabah Capital
May 31, 2024 11:22
Macro
May 23, 2024 10:14
Judging post-COVID economic recoveries
The US economy stands out, with key measures of activity back in line with their pre-COVID trends, although Australia is not far behind.
Kieran Davies
Coolabah Capital
May 23, 2024 10:14
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